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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
1626
Leonard Rickey Investment Advisors
Washington
$598K +$30.7K +378 +6%
SPC
1627
Spirepoint Private Client
Florida
$598K +$578K +7,129 New
HIG
1628
Heritage Investment Group
Florida
$597K +$74.2K +915 +15%
MCA
1629
MSH Capital Advisors
Arizona
$596K +$892 +11 +0.2%
CA
1630
Cache Advisors
California
$595K – – –
OL
1631
one8zero8 LLC
North Carolina
$594K – – –
DIM
1632
Delta Investment Management
California
$593K -$1.22K -15 -0.2%
BBW
1633
Blue Barn Wealth
Utah
$592K +$107K +1,323 +23%
BEW
1634
Burton Enright Welch
California
$592K -$168K -2,070 -23%
Douglas Lane & Associates
1635
Douglas Lane & Associates
New York
$592K -$128K -1,582 -18%
SNS Financial Group
1636
SNS Financial Group
Minnesota
$589K -$81 -1 -0%
TAM
1637
Tucker Asset Management
Colorado
$589K -$8.27K -102 -1%
CA
1638
Cambridge Advisors
Nebraska
$589K -$7.95K -98 -1%
IWA
1639
Integrity Wealth Advisors
California
$588K +$225K +2,775 +64%
SOAG
1640
Silver Oak Advisory Group
Oregon
$587K -$30K -370 -5%
KA
1641
Kearns & Associates
California
$587K – – –
NL
1642
NWAM LLC
Washington
$584K -$120K -1,481 -18%
MIC
1643
Means Investment Company
Maine
$584K -$7.87K -97 -1%
SIS
1644
Sound Income Strategies
Florida
$584K -$29.2K -360 -5%
FA
1645
Fiduciary Alliance
South Carolina
$583K -$794K -9,794 -58%
MFG
1646
Magnus Financial Group
New York
$582K -$42.4K -523 -7%
HWA
1647
HHM Wealth Advisors
Tennessee
$581K +$2.92K +36 +0.5%
FCIM
1648
Fairview Capital Investment Management
California
$581K -$34.5K -425 -6%
NGA
1649
Naples Global Advisors
Florida
$580K +$191K +2,355 +52%
SFI
1650
SPC Financial Inc
Maryland
$579K +$46.9K +578 +9%