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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1676
Andesa Financial Management
Pennsylvania
$293K +$326K +6,369 New
VAG
1677
VisionPoint Advisory Group
Texas
$291K +$324K +6,321 New
PMFA
1678
Plante Moran Financial Advisors
Michigan
$290K +$41.7K +815 +15%
BMC
1679
Benin Management Corp
Connecticut
$289K
SAA
1680
Southeast Asset Advisors
Georgia
$289K +$102 +2 +0%
IA
1681
Independence Advisors
Pennsylvania
$288K -$8.86K -173 -3%
Tudor Investment Corp
1682
Tudor Investment Corp
Connecticut
$287K -$8.54M -166,678 -96%
RMDI
1683
R.M. Davis Inc
Maine
$287K -$29K -567 -8%
JWM
1684
JGP Wealth Management
Oregon
$286K
LC
1685
Lincoln Capital
Nebraska
$286K
BCA
1686
Bay Colony Advisors
Massachusetts
$286K +$26.3K +513 +9%
BWA
1687
Burt Wealth Advisors
Maryland
$285K
DHFB
1688
Dixon Hubard Feinour & Brown
Virginia
$285K
AHC
1689
Adell Harriman & Carpenter
Texas
$285K -$54.5K -1,065 -15%
BCWM
1690
Blue Chip Wealth Management
Florida
$281K -$239K -4,674 -43%
WAS
1691
WESPAC Advisors SoCal
California
$280K
CRWM
1692
Castle Rock Wealth Management
California
$280K +$311K +6,067 New
HFP
1693
Holistic Financial Partners
Indiana
$278K +$205 +4 +0.1%
XSC
1694
X-Square Capital
Puerto Rico
$278K +$1.08K +21 +0.3%
PWP
1695
Private Wealth Partners
California
$276K
LPIC
1696
LeJeune Puetz Investment Counsel
Michigan
$275K -$86.3K -1,685 -22%
LDFR
1697
Lehman & Derafelo Financial Resources
Pennsylvania
$274K +$304K +5,940 New
CAM
1698
Cozad Asset Management
Illinois
$274K +$304K +5,944 New
BRM
1699
Boston Research & Management
Massachusetts
$273K
MVP
1700
Miller Value Partners
Florida
$273K