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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
1701
Matrix Private Capital Group
New York
$300K +$680 +13 +0.3%
CD
1702
Chapin Davis
Maryland
$299K -$13.7K -262 -5%
PP
1703
Pegasus Partners
Wisconsin
$299K +$15K +287 +6%
Annex Advisory Services
1704
Annex Advisory Services
Wisconsin
$298K +$269K +5,142 New
NRC
1705
New Republic Capital
North Carolina
$297K -$93K -1,778 -26%
BWA
1706
Burt Wealth Advisors
Maryland
$297K – – –
OFG
1707
Oxford Financial Group
Indiana
$296K +$18.5K +354 +7%
Wilmington Savings Fund Society
1708
Wilmington Savings Fund Society
Delaware
$296K +$268K +5,114 New
WPP
1709
Whalerock Point Partners
Rhode Island
$296K – – –
BGAI
1710
Bruce G. Allen Investments
Colorado
$296K -$36.4K -696 -12%
CFO
1711
CVA Family Office
Colorado
$295K +$2.04K +39 +0.8%
Birch Hill Investment Advisors
1712
Birch Hill Investment Advisors
Massachusetts
$294K +$266K +5,079 New
CSC
1713
Caldwell Sutter Capital
California
$294K -$9.05K -173 -3%
Vest Financial
1714
Vest Financial
Virginia
$294K +$265K +5,070 New
Check Capital Management
1715
Check Capital Management
California
$293K -$94.2K -1,800 -26%
Bank Julius Baer & Co
1716
Bank Julius Baer & Co
Switzerland
$293K -$314 -6 -0.1%
FC
1717
Forte Capital
New York
$293K -$15.3K -292 -5%
MA
1718
MKT Advisors
California
$293K -$145K -2,769 -35%
CWG
1719
Cornerstone Wealth Group
North Carolina
$292K +$264K +5,039 New
MAG
1720
Mokosak Advisory Group
Iowa
$291K +$36.8K +704 +16%
ITIM
1721
Indiana Trust & Investment Management
Indiana
$291K – – –
AIA
1722
Alternative Investment Advisors
Florida
$291K +$157 +3 +0.1%
FAG
1723
Financial Architects (Georgia)
Georgia
$290K +$262K +5,002 New
VV
1724
Verity & Verity
South Carolina
$290K -$236K -4,509 -47%
HC
1725
Hourglass Capital
Texas
$290K – – –