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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1601
Pittenger & Anderson Inc
Nebraska
$318K
JWM
1602
JGP Wealth Management
Oregon
$318K +$1.08K +23 +0.4%
ATFA
1603
All Terrain Financial Advisors
Minnesota
$317K
MCM
1604
McRae Capital Management
New Jersey
$316K -$75.4K -1,600 -20%
WC
1605
Weil Company
California
$315K -$188K -4,000 -39%
CWM
1606
Confluence Wealth Management
Oregon
$315K -$43.2K -918 -13%
PA
1607
Probity Advisors
Texas
$315K -$565 -12 -0.2%
EWM
1608
Evermay Wealth Management
Virginia
$314K -$14.6K -310 -5%
SIG
1609
Sky Investment Group
Connecticut
$314K +$9.19K +195 +3%
SSA
1610
Schonfeld Strategic Advisors
New York
$313K +$292K +6,200 New
BWA
1611
Burt Wealth Advisors
Maryland
$312K
TI
1612
Telemetry Investments
New York
$312K +$8.48K +180 +3%
LCM
1613
Liberty Capital Management
Michigan
$311K -$188K -4,000 -39%
DAM
1614
Deltec Asset Management
New York
$311K
SG
1615
StoneX Group
New York
$310K +$290K +6,152 New
PT
1616
Plimoth Trust
Massachusetts
$309K -$5.18K -110 -2%
GD
1617
Grandfield & Dodd
New York
$308K -$94.2K -2,000 -25%
WAS
1618
WESPAC Advisors SoCal
California
$307K +$47 +1 +0%
SCM
1619
Smith Capital Management
Arkansas
$307K +$5.32K +113 +2%
CRWM
1620
Castle Rock Wealth Management
California
$306K -$21.7K -460 -7%
PCFFS
1621
Pacific Center for Financial Services
California
$305K +$141 +3 +0%
FANJ
1622
Financial Architects (New Jersey)
New Jersey
$303K -$4.49M -95,320 -94%
PCM
1623
Palisade Capital Management
New Jersey
$303K -$82.4K -1,750 -23%
CA
1624
Continuum Advisory
Idaho
$303K +$28.2K +599 +11%
ACA
1625
Ackerman Capital Advisors
Texas
$303K +$283K +6,000 New