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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1551
Cohen Capital Management
California
$400K
Ninety One (UK)
1552
Ninety One (UK)
United Kingdom
$399K -$10.1M -205,501 -96%
AIM
1553
Arcadia Investment Management
Michigan
$398K
CCM
1554
Canal Capital Management
Virginia
$397K -$55.7K -1,132 -12%
VCM
1555
Virtue Capital Management
Tennessee
$397K -$47.7K -970 -11%
FAN
1556
Financial Advisors Network
California
$393K -$290K -5,895 -40%
PWP
1557
Principle Wealth Partners
Connecticut
$393K +$7.87K +160 +2%
GC
1558
Gratus Capital
Georgia
$391K -$10.8K -219 -3%
PKC
1559
Palmer Knight Company
Florida
$391K
NQWM
1560
Northwest Quadrant Wealth Management
Oregon
$391K +$6.59K +134 +2%
XS
1561
XR Securities
Illinois
$391K +$175K +3,555 +78%
BWM
1562
BigSur Wealth Management
Florida
$389K
NFG
1563
Next Financial Group
Texas
$388K -$232K -4,722 -37%
NFH
1564
NEXT Financial Holdings
Texas
$388K +$395K +8,028 New
CC
1565
Colrain Capital
Massachusetts
$387K -$24.6K -500 -6%
CWP
1566
Capital Wealth Planning
Florida
$387K
RWA
1567
River Wealth Advisors
Pennsylvania
$386K +$6.15K +125 +2%
SIM
1568
SSI Investment Management
California
$385K -$1.08K -22 -0.3%
JVBC
1569
J.V. Bruni & Co
Colorado
$383K -$102K -2,084 -21%
HCM
1570
Hollencrest Capital Management
California
$383K -$4.18K -85 -1%
WA
1571
WealthTrust Axiom
Pennsylvania
$383K
CWM
1572
Confluence Wealth Management
Oregon
$382K +$20.7K +420 +6%
PAS
1573
Partnervest Advisory Services
California
$380K -$355K -7,211 -48%
LPT
1574
Legacy Private Trust
Wisconsin
$380K -$27.8K -565 -7%
ACM
1575
AUA Capital Management
Pennsylvania
$380K