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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1601
Gratus Capital
Georgia
$411K +$29.7K +500 +7%
PCMC
1602
Paragon Capital Management (Colorado)
Colorado
$410K +$465K +7,827 New
FIM
1603
Freedom Investment Management
Connecticut
$408K -$126K -2,122 -21%
PL
1604
Plancorp LLC
Missouri
$407K -$27.1K -456 -6%
BIM
1605
Barton Investment Management
Pennsylvania
$406K -$40.1K -675 -8%
GFP
1606
Gryphon Financial Partners
Ohio
$403K -$12K -202 -3%
PHAM
1607
Palisades Hudson Asset Management
Florida
$402K
STMM
1608
South Texas Money Management
Texas
$402K +$159K +2,670 +53%
GCA
1609
Gideon Capital Advisors
New York
$401K +$455K +7,657 New
MTIM
1610
Marathon Trading Investment Management
Pennsylvania
$400K -$61K -1,027 -12%
SBSB
1611
Sullivan, Bruyette, Speros & Blaney
Virginia
$400K -$29.3K -493 -6%
Members Trust
1612
Members Trust
Florida
$400K +$13.4K +226 +3%
GEM
1613
Global Endowment Management
North Carolina
$399K -$3.5M -58,900 -89%
NQWM
1614
Northwest Quadrant Wealth Management
Oregon
$399K +$8.44K +142 +2%
OFW
1615
Omnia Family Wealth
Florida
$399K +$52.4K +882 +13%
MA
1616
MCF Advisors
Kentucky
$397K -$210K -3,530 -32%
LFR
1617
Lehman Financial Resources
Pennsylvania
$395K +$53.5K +900 +14%
OKSA
1618
O'Keefe Stevens Advisory
New York
$393K
CRWM
1619
Castle Rock Wealth Management
California
$392K +$16.3K +275 +4%
DDPIC
1620
Deroy & Devereaux Private Investment Counsel
Michigan
$388K
MHS
1621
M Holdings Securities
Oregon
$388K +$772 +13 +0.2%
CCA
1622
Catalyst Capital Advisors
New York
$388K +$440K +7,400 New
RA
1623
RFG Advisory
Alabama
$387K -$28.5K -479 -6%
BFPW
1624
BOK Financial Private Wealth
Colorado
$385K -$4.04K -68 -0.9%
PMFA
1625
Plante Moran Financial Advisors
Michigan
$384K -$103K -1,731 -19%