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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1601
Canopy Partners
Ohio
$368K -$10.5K -185 -3%
EWA
1602
ERTS Wealth Advisors
Michigan
$367K -$8.82K -156 -2%
ACM
1603
Ayrshire Capital Management
Connecticut
$367K – – –
CFP
1604
Cascade Financial Partners
California
$367K – – –
AWA
1605
Arete Wealth Advisors
Illinois
$367K -$689K -12,177 -65%
D
1606
Diversified
Delaware
$366K -$17.2K -304 -4%
DE
1607
Diversified Enterprises
Delaware
$366K +$366K +6,474 New
SFP
1608
Sweet Financial Partners
Minnesota
$365K +$509 +9 +0.1%
TIA
1609
Traphagen Investment Advisors
New Jersey
$364K +$283 +5 +0.1%
PMSA
1610
Patrick M. Sweeney & Associates
Illinois
$363K +$25.7K +455 +8%
SIS
1611
Sound Income Strategies
Florida
$363K -$2.94K -52 -0.8%
PCP
1612
Proficio Capital Partners
Massachusetts
$363K -$75.8K -1,341 -17%
BWM
1613
BNC Wealth Management
Oregon
$361K -$9.28K -164 -3%
AWM
1614
Aprio Wealth Management
Georgia
$360K -$21K -372 -6%
RZH
1615
Relyea Zuckerberg Hanson
Connecticut
$360K +$20.4K +361 +6%
Congress Wealth Management
1616
Congress Wealth Management
Massachusetts
$359K +$60.1K +1,062 +20%
OAM
1617
Occidental Asset Management
California
$359K -$6.84K -121 -2%
BWM
1618
BlackDiamond Wealth Management
New York
$358K +$6.45K +114 +2%
VCP
1619
Verus Capital Partners
Arizona
$357K +$14K +247 +4%
I
1620
InceptionR
California
$357K -$1.48M -26,094 -80%
MFC
1621
Morris Financial Concepts
South Carolina
$356K -$28.6K -505 -7%
FRA
1622
Front Row Advisors
California
$355K -$24.4K -432 -6%
FFC
1623
First Financial Corp
Indiana
$355K – – –
TGAM
1624
TBH Global Asset Management
Tennessee
$355K -$5.94K -105 -2%
Winton Group
1625
Winton Group
United Kingdom
$354K +$140K +2,484 +66%