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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
Confluence Wealth Management
Oregon
$426K -$56.7K -993 -11%
WAP
1552
Wealthcare Advisory Partners
Pennsylvania
$426K -$32.5K -570 -7%
AFNAS
1553
American Financial Network Advisory Services
California
$422K +$457K +8,008 +29,659%
MTIM
1554
Marathon Trading Investment Management
Pennsylvania
$421K -$376K -6,593 -45%
SIM
1555
SSI Investment Management
California
$420K -$1.94K -34 -0.4%
CWP
1556
Capital Wealth Planning
Florida
$420K
WA
1557
WealthTrust Axiom
Pennsylvania
$419K -$2.28K -40 -0.5%
CFGS
1558
Concourse Financial Group Securities
Alabama
$419K +$455K +7,965 New
NQWM
1559
Northwest Quadrant Wealth Management
Oregon
$416K -$8.51K -149 -2%
RWA
1560
River Wealth Advisors
Pennsylvania
$413K
WCM
1561
Wallace Capital Management
Texas
$413K
ACM
1562
AUA Capital Management
Pennsylvania
$412K
CHAM
1563
Clear Harbor Asset Management
Connecticut
$411K -$2.3M -40,235 -84%
HK
1564
Horizon Kinetics
New York
$411K -$25K -437 -5%
CA
1565
Calton & Associates
Florida
$410K +$18.9K +331 +4%
TF
1566
Tompkins Financial
New York
$409K -$5.71K -100 -1%
PL
1567
Plancorp LLC
Missouri
$409K +$1.94K +34 +0.4%
BIM
1568
Barton Investment Management
Pennsylvania
$407K
FPS
1569
Fieldpoint Private Securities
Connecticut
$407K +$28.5K +500 +7%
FHC
1570
First Heartland Consultants
Missouri
$406K -$56.7K -993 -11%
Financial Engines Advisors
1571
Financial Engines Advisors
California
$404K +$424K +7,423 +2,729%
LPIC
1572
LeJeune Puetz Investment Counsel
Michigan
$403K -$22.8K -400 -5%
TCM
1573
Tuttle Capital Management
Connecticut
$402K -$1.22M -21,407 -74%
SWM
1574
Segment Wealth Management
Texas
$401K +$22.2K +389 +5%
LC
1575
LCNB Corp
Ohio
$399K -$14.3K -250 -3%