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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1676
Private Ocean
California
$153K -$33.9K -958 -20%
OC
1677
Oakworth Capital
Alabama
$153K +$73.6K +2,078 +114%
JWM
1678
Janiczek Wealth Management
Colorado
$151K +$17.2K +487 +14%
CWC
1679
Carolinas Wealth Consulting
North Carolina
$148K -$10.2K -287 -7%
FCB
1680
First Command Bank
Texas
$146K -$1.49K -42 -1%
FCFS
1681
First Command Financial Services
Texas
$146K -$1.49K -42 -1%
PFBT
1682
Parkside Financial Bank & Trust
Missouri
$146K +$4.96K +140 +4%
WWMSC
1683
Wagner Wealth Management (South Carolina)
South Carolina
$146K +$132K +3,737 New
APC
1684
Aspire Private Capital
North Carolina
$144K – – –
SC
1685
Sierra Capital
Florida
$142K +$129K +3,643 New
KTC
1686
Kistler-Tiffany Companies
Pennsylvania
$141K +$71 +2 +0.1%
TCM
1687
Tradewinds Capital Management
Washington
$139K -$17.7K -499 -12%
GEA
1688
Glen Eagle Advisors
New Jersey
$138K +$96.8K +2,734 +348%
FWM
1689
Focused Wealth Management
New York
$137K – – –
OIA
1690
Optimum Investment Advisors
Illinois
$136K +$14.2K +400 +13%
ACM
1691
Allred Capital Management
Texas
$135K +$123K +3,467 New
GC
1692
Garde Capital
Washington
$135K -$425 -12 -0.3%
AP
1693
Arlington Partners
Alabama
$134K – – –
Kayne Anderson Rudnick Investment Management
1694
Kayne Anderson Rudnick Investment Management
California
$133K – – –
TC
1695
Trust Company
Kansas
$132K -$33.5K -947 -22%
SSC
1696
Syverson Strege & Co
Iowa
$132K -$17.7K -500 -13%
FPS
1697
Fieldpoint Private Securities
Connecticut
$132K +$885 +25 +0.7%
AWM
1698
Activest Wealth Management
Florida
$131K +$119K +3,352 New
CIA
1699
Cascade Investment Advisors
Oregon
$129K +$110K +3,100 +1,550%
Simon Quick Advisors
1700
Simon Quick Advisors
New Jersey
$128K +$12.5K +352 +12%