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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1751
Annex Advisory Services
Wisconsin
$271K -$21.6K -364 -7%
WC
1752
Wexford Capital
Florida
$270K +$306K +5,152 New
IIC
1753
Integrated Investment Consultants
Michigan
$270K +$306K +5,157 New
FFIC
1754
First Fiduciary Investment Counsel
Ohio
$269K -$17.4M -292,579 -98%
RWM
1755
RKL Wealth Management
Pennsylvania
$267K +$8.55K +144 +3%
PW
1756
Price Wealth
Texas
$267K +$219K +3,680 +257%
BFA
1757
Benedict Financial Advisors
Georgia
$266K -$14.3K -241 -5%
PCFFS
1758
Pacific Center for Financial Services
California
$265K +$119 +2 +0%
WCM
1759
Weatherstone Capital Management
Colorado
$264K +$32.4K +546 +12%
MFBTD
1760
MB Financial Bank - Trust Department
Illinois
$263K -$23.3K -392 -7%
KPF
1761
K2 Principal Fund
Ontario, Canada
$262K +$297K +5,000 New
UAM
1762
UAS Asset Management
New York
$262K +$297K +5,000 New
PGWM
1763
Parisi Gray Wealth Management
New Jersey
$261K -$17.4K -293 -6%
PGA
1764
Premia Global Advisors
Florida
$260K
PAG
1765
Pinnacle Advisory Group
Maryland
$259K +$26.4K +444 +10%
BFA
1766
Beaumont Financial Advisors
Massachusetts
$258K +$9.21K +155 +3%
PJSIMP
1767
P.J. Schmidt Investment Management (PJS)
Wisconsin
$257K -$2.67M -45,024 -90%
EWF
1768
Epstein & White Financial
California
$257K
GMA
1769
Goldstein Munger & Associates
California
$257K
DFIG
1770
Dragon Financial & Investment Group
California
$257K +$13.5K +227 +5%
CB
1771
Chemical Bank
Michigan
$257K +$31.1K +524 +12%
CT
1772
Clearstead Trust
Maine
$256K +$21.5K +362 +8%
SM
1773
Sciencast Management
New Jersey
$256K +$66.5K +1,120 +28%
CAGAS
1774
Capital Advisory Group Advisory Services
Minnesota
$256K +$289K +4,868 New
KI
1775
Koch Industries
Kansas
$256K +$290K +4,881 New