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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1626
Erste Asset Management
Austria
$346K +$389K +7,600 New
CWM
1627
Confluence Wealth Management
Oregon
$345K -$32K -624 -8%
CHAM
1628
Clear Harbor Asset Management
Connecticut
$345K -$21.8K -425 -5%
EIA
1629
Edgemoor Investment Advisors
Maryland
$345K
EWM
1630
Evermay Wealth Management
Virginia
$345K +$41.9K +818 +12%
CFS
1631
CRA Financial Services
New Jersey
$345K +$383K +7,477 New
VBFP
1632
Valtinson Bruner Financial Planning
Minnesota
$344K +$382K +7,460 New
WorldQuant Millennium Advisors
1633
WorldQuant Millennium Advisors
New York
$344K +$382K +7,466 New
WAAG
1634
Wealth Alliance Advisory Group
Kansas
$343K
IWC
1635
Integrated Wealth Concepts
Massachusetts
$341K +$86.7K +1,692 +30%
IHL
1636
Investment House LLC
California
$339K -$1.12M -21,902 -75%
LCS
1637
Levin Capital Strategies
New York
$339K
GFP
1638
Gryphon Financial Partners
Ohio
$338K -$306K -5,978 -45%
B
1639
Bridgeworth
Alabama
$338K +$485K +9,464 New
MFW
1640
Mosaic Family Wealth
Missouri
$337K -$57.3K -1,119 -13%
CHP
1641
Cable Hill Partners
Oregon
$334K +$285K +5,559 +329%
AIC
1642
Archer Investment Corporation
Indiana
$334K +$371K +7,248 New
AFNAS
1643
American Financial Network Advisory Services
California
$333K -$41.1K -803 -10%
SWM
1644
Stockman Wealth Management
Montana
$332K +$23.6K +460 +7%
TCB
1645
Texas Capital Bancshares
Texas
$332K +$33.8K +660 +10%
DAM
1646
Deltec Asset Management
New York
$330K -$446K -8,700 -55%
WIP
1647
Wellesley Investment Partners
Massachusetts
$329K -$6.25K -122 -2%
ARMC
1648
American Research & Management Company
Massachusetts
$329K
IIC
1649
Ironwood Investment Counsel
Arizona
$328K -$108K -2,111 -23%
PFA
1650
Pure Financial Advisors
California
$328K -$57.2K -1,117 -14%