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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EI
1551
Ethic Inc
New York
$390K +$92.5K +1,728 +27%
CIC
1552
Cutler Investment Counsel
Oregon
$390K +$431K +8,047 New
BAM
1553
Blueshift Asset Management
New Jersey
$388K -$6.03M -112,737 -93%
TCM
1554
Tributary Capital Management
Nebraska
$388K -$10.7K -200 -2%
WCM
1555
Washington Capital Management
Washington
$388K
TTWM
1556
TCV Trust & Wealth Management
Virginia
$387K -$45.5K -850 -10%
CPA
1557
Court Place Advisors
Maryland
$387K -$32.1K -600 -7%
SP
1558
Successful Portfolios
Florida
$387K -$13K -243 -3%
PCI
1559
Planning Center Inc
Illinois
$387K
SW
1560
Solidarity Wealth
Utah
$387K +$433K +8,085 New
SWM
1561
Silverlake Wealth Management
Vermont
$386K -$22.3K -417 -5%
SMC
1562
Smith, Moore & Co
Missouri
$385K -$53.5K -1,000 -11%
LC
1563
Lindbrook Capital
California
$385K -$2.52K -47 -0.6%
FCFC
1564
First Citizens Financial Corp
Iowa
$385K
Financial Engines Advisors
1565
Financial Engines Advisors
California
$384K -$61.4K -1,147 -13%
MWP
1566
MYCIO Wealth Partners
Pennsylvania
$383K -$20.8K -389 -5%
VA
1567
Valmark Advisers
Ohio
$382K +$4.66K +87 +1%
POIA
1568
Pin Oak Investment Advisors
Texas
$381K -$23.3K -435 -5%
AW
1569
Avion Wealth
Texas
$381K
EWA
1570
Exencial Wealth Advisors
Oklahoma
$381K +$17.8K +333 +4%
CCFM
1571
Clear Creek Financial Management
Washington
$381K +$420K +7,856 New
KJHP
1572
K.J. Harrison & Partners
Ontario, Canada
$381K +$421K +7,863 New
PP
1573
PrairieView Partners
Minnesota
$380K +$8.03K +150 +2%
WTA
1574
Washington Trust Advisors
Massachusetts
$379K -$90.8K -1,696 -18%
WC
1575
Weil Company
California
$378K -$264K -4,940 -39%