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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1676
Brave Warrior Advisors
New York
$215K – – –
SL
1677
Salomon & Ludwin
Virginia
$214K -$21.6K -501 -9%
MPCG
1678
Matrix Private Capital Group
New York
$214K +$43 +1 +0%
ACA
1679
Affinity Capital Advisors
California
$214K +$12.8K +297 +6%
JWWM
1680
Johnson & White Wealth Management
Pennsylvania
$214K +$227K +5,248 New
AA
1681
Advisory Alpha
Michigan
$214K -$12.9K -299 -5%
BFIC
1682
Bedell Frazier Investment Counselling
California
$213K – – –
MRCM
1683
M&R Capital Management
New Jersey
$212K -$16.8K -389 -7%
FAIM
1684
Financial Advocates Investment Management
Washington
$212K -$10.9K -252 -5%
SB
1685
Strategic Blueprint
Georgia
$211K -$10.9K -253 -5%
GW
1686
GW & Wade
Massachusetts
$211K +$223K +5,169 New
AIA
1687
Alternative Investment Advisors
Florida
$211K +$223K +5,162 New
NFP
1688
Narus Financial Partners
Utah
$210K +$2.16K +50 +1%
CSC
1689
Caldwell Sutter Capital
California
$209K +$3.97K +92 +2%
MSE
1690
MUFG Securities EMEA
United Kingdom
$209K -$178K -4,119 -45%
BWA
1691
Burt Wealth Advisors
Maryland
$209K – – –
Bank Julius Baer & Co
1692
Bank Julius Baer & Co
Switzerland
$209K +$6.04K +140 +3%
KCFA
1693
Key Client Fiduciary Advisors
New Jersey
$209K +$1.73K +40 +0.8%
WPP
1694
Whalerock Point Partners
Rhode Island
$209K – – –
WA
1695
Win Advisors
Florida
$208K +$220K +5,096 New
AWM
1696
Avaii Wealth Management
Wisconsin
$208K +$219K +5,083 New
QPBE
1697
Quintet Private Bank (Europe)
Luxembourg
$208K -$28.8K -666 -12%
ML
1698
McAdam LLC
Pennsylvania
$208K +$7.21K +167 +3%
LCS
1699
Levin Capital Strategies
New York
$207K – – –
AAM
1700
Augustine Asset Management
Florida
$207K +$43 +1 +0%