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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1651
MV Capital Management
Maryland
$271K +$55.7K +1,013 +24%
Pacer Advisors
1652
Pacer Advisors
Pennsylvania
$268K
IF
1653
Ironwood Financial
Arizona
$268K +$220 +4 +0.1%
CL
1654
Croft-Leominster
Maryland
$266K
AAS
1655
Annex Advisory Services
Wisconsin
$266K +$7.7K +140 +3%
RDM
1656
Retirement Design & Management
Connecticut
$265K
AF
1657
Aldebaran Financial
$261K -$18.1K -330 -6%
CIC
1658
Chase Investment Counsel
Virginia
$261K +$5.5K +100 +2%
WFG
1659
Windsor Financial Group
Minnesota
$259K
NP
1660
NorthRock Partners
Minnesota
$258K +$277K +5,029 New
FMC
1661
First Merchants Corp
Indiana
$257K
TA
1662
Teton Advisors
New York
$257K
YP
1663
Yellowstone Partners
Idaho
$257K
CL
1664
CSS LLC
Illinois
$257K +$275K +5,000 New
NYLT
1665
New York Life Trust
New York
$256K -$24.2K -440 -8%
ZF
1666
Zhang Financial
Michigan
$256K
CHAM
1667
Clear Harbor Asset Management
Connecticut
$255K -$2.15K -39 -0.8%
GIA
1668
Guyasuta Investment Advisors
Pennsylvania
$255K
SS
1669
Simplicity Solutions
Minnesota
$254K +$272K +4,953 New
KP
1670
Keel Point
Alabama
$253K
FWM
1671
Focused Wealth Management
New York
$252K +$22.7K +412 +9%
KL
1672
Kinsight LLC
Alabama
$251K
PGA
1673
Portland Global Advisors
Maine
$251K +$1.21K +22 +0.5%
JIP
1674
Jaffetilchin Investment Partners
Florida
$251K +$27.7K +503 +11%
SIM
1675
Sadoff Investment Management
Wisconsin
$250K