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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1701
COWA LLC
Oklahoma
$565K -$6.01K -70 -1%
CA
1702
Cache Advisors
California
$565K
RDWM
1703
Red Door Wealth Management
Tennessee
$565K +$63.7K +742 +12%
SWP
1704
Summit Wealth Partners
Florida
$565K +$423K +4,923 +227%
SIG
1705
Sky Investment Group
Connecticut
$564K -$51.5K -600 -8%
CIM
1706
Cambria Investment Management
California
$563K +$109K +1,268 +22%
AA
1707
Auxano Advisors
Washington
$563K -$57.5K -670 -9%
SFG
1708
SNS Financial Group
Minnesota
$562K +$8.59K +100 +1%
MBTD
1709
Mechanics Bank - Trust Department
California
$561K
5NPW
1710
55 North Private Wealth
Florida
$560K -$61K -710 -9%
OAM
1711
Occidental Asset Management
California
$560K +$20.2K +235 +3%
CA
1712
Cambridge Advisors
Nebraska
$559K
FB
1713
First Bancorp
Maine
$558K -$13.3K -155 -2%
MIC
1714
Means Investment Company
Maine
$558K +$1.72K +20 +0.3%
CT
1715
Coastline Trust
Rhode Island
$558K -$8.68K -101 -1%
BMWM
1716
Brown Miller Wealth Management
Virginia
$558K -$16.7K -195 -3%
Vanguard National Trust
1717
Vanguard National Trust
Pennsylvania
$558K +$601K +7,003 New
BEW
1718
Burton Enright Welch
California
$557K -$16K -186 -3%
HP
1719
Hikari Power
Japan
$557K -$7.99M -93,070 -93%
GH
1720
GLP Holdings
Georgia
$557K
MCP
1721
Mirador Capital Partners
California
$557K
SIS
1722
Sound Income Strategies
Florida
$554K -$2.75K -32 -0.5%
CCM
1723
Charter Capital Management
Wisconsin
$553K +$114K +1,324 +24%
IWA
1724
IBEX Wealth Advisors
New Jersey
$550K -$5.27M -61,300 -90%
OL
1725
one8zero8 LLC
North Carolina
$550K -$15.5K -180 -3%