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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1601
Ategra Capital Management
Virginia
$321K -$22.5K -481 -7%
FI
1602
FormulaFolio Investments
Michigan
$317K +$39.7K +848 +15%
BSB
1603
Bangor Savings Bank
Maine
$316K -$12.4K -265 -4%
KTC
1604
Kistler-Tiffany Companies
Pennsylvania
$316K +$2.01K +43 +0.6%
GVAG
1605
Great Valley Advisor Group
Delaware
$315K -$81K -1,731 -21%
CIA
1606
CSat Investment Advisory
Michigan
$315K +$310K +6,620 +22,828%
EB
1607
Eastern Bank
Massachusetts
$313K -$15.9K -341 -5%
VAG
1608
VisionPoint Advisory Group
Texas
$313K +$30.4K +650 +11%
AWM
1609
Aevitas Wealth Management
Massachusetts
$312K -$498K -10,640 -62%
TSW
1610
Thompson Siegel & Walmsley
Virginia
$312K -$55K -1,176 -15%
Aristotle Capital Management
1611
Aristotle Capital Management
California
$312K
SHJ
1612
Sharkey, Howes & Javer
Colorado
$312K
BFG
1613
Bouchey Financial Group
New York
$310K
EWM
1614
Evermay Wealth Management
Virginia
$309K -$44.8K -957 -13%
SIA
1615
Sit Investment Associates
Minnesota
$309K
JWM
1616
JGP Wealth Management
Oregon
$309K +$15.9K +340 +5%
CRWM
1617
Castle Rock Wealth Management
California
$309K +$21.5K +460 +8%
MJP
1618
Michael J. Puzo
$308K -$23.4K -500 -7%
SXL
1619
Summit X LLC
Missouri
$308K +$22.7K +486 +8%
IRC
1620
Investors Research Corp
Georgia
$307K -$9.31K -199 -3%
SHWM
1621
Smith & Howard Wealth Management
Georgia
$306K -$19.3K -412 -6%
CF
1622
Copperwynd Financial
Arizona
$306K
HCM
1623
Hollencrest Capital Management
California
$305K -$70.1K -1,500 -19%
CPO
1624
Cerity Partners OCIO
New York
$305K +$33.6K +718 +13%
PMFA
1625
Plante Moran Financial Advisors
Michigan
$303K +$13.9K +298 +5%