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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1701
Westbourne Investment Advisors
Maryland
$260K
CF
1702
Centaurus Financial
California
$260K +$3.23K +69 +1%
SNBOSCI
1703
Security National Bank of Sioux City Iowa
Iowa
$259K -$4.68K -100 -2%
HCM
1704
Hudson Capital Management
New Jersey
$257K -$298K -6,376 -54%
BP
1705
BBR Partners
New York
$257K -$74.4K -1,591 -23%
CCM
1706
Cribstone Capital Management
Maine
$257K -$24.6K -527 -9%
HFA
1707
Huber Financial Advisors
Illinois
$255K
MC
1708
Miramar Capital
Illinois
$254K -$327K -7,000 -57%
SWM
1709
Stockman Wealth Management
Montana
$253K -$86.5K -1,850 -26%
WWM
1710
Willingdon Wealth Management
North Carolina
$252K -$1.22K -26 -0.5%
HIC
1711
Harvey Investment Company
Kentucky
$252K +$4.21K +90 +2%
AAM
1712
AR Asset Management
California
$251K
BKA
1713
Brick & Kyle Associates
Pennsylvania
$251K
THWM
1714
Taylor Hoffman Wealth Management
Virginia
$250K -$6.36K -136 -3%
RPAM
1715
Rhenman & Partners Asset Management
Sweden
$249K -$27.4K -586 -10%
BCM
1716
BTC Capital Management
Iowa
$249K
WPIC
1717
White Pine Investment Company
Michigan
$249K
EWM
1718
Empirical Wealth Management
Washington
$249K +$14.5K +311 +6%
PHK
1719
Point72 Hong Kong
Hong Kong
$248K +$245K +5,232 New
HI
1720
Hendershot Investments
Virginia
$247K
FAG
1721
Financial Advisory Group
Texas
$245K +$4.68K +100 +2%
CWM
1722
Circle Wealth Management
New Jersey
$245K +$242K +5,175 New
IA
1723
Independence Advisors
Pennsylvania
$244K -$59.6K -1,274 -20%
GS
1724
Gagnon Securities
New York
$244K
SWRP
1725
Summit Wealth & Retirement Planning
California
$244K