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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1751
Harvey Investment Company
Kentucky
$253K
PCFFS
1752
Pacific Center for Financial Services
California
$252K +$17.1K +348 +7%
HI
1753
Hendershot Investments
Virginia
$252K +$78.7K +1,601 +44%
AQA
1754
Alpha Quant Advisors
Texas
$251K
SWRP
1755
Summit Wealth & Retirement Planning
California
$250K -$36.9K -750 -13%
CHP
1756
Cable Hill Partners
Oregon
$249K -$103K -2,090 -29%
RF
1757
RHS Financial
California
$249K -$19.2K -390 -7%
GS
1758
Gagnon Securities
New York
$249K
SEIA
1759
Signature Estate & Investment Advisors
California
$249K +$4.92K +100 +2%
AHC
1760
Adell Harriman & Carpenter
Texas
$248K -$51.2K -1,040 -17%
SSG
1761
Summit Securities Group
New York
$246K -$207K -4,200 -45%
CIA
1762
Caledonia Investments (Australia)
Australia
$246K -$3.44K -70 -1%
PO
1763
Private Ocean
California
$245K
EWF
1764
Epstein & White Financial
California
$245K +$3.49K +71 +1%
APW
1765
Acima Private Wealth
Virginia
$243K
PL
1766
Parthenon LLC
Kentucky
$243K
CPA
1767
Capital Planning Advisors
California
$243K +$28.2K +574 +13%
HL
1768
HeadInvest LLC
Maine
$242K -$246K -5,003 -50%
CNB
1769
Camden National Bank
Maine
$242K -$5.16K -105 -2%
VA
1770
Valmark Advisers
Ohio
$241K -$2.75K -56 -1%
FCB
1771
First Command Bank
Texas
$241K +$98.3K +1,998 +67%
FCFS
1772
First Command Financial Services
Texas
$241K +$98.3K +1,998 +67%
IWP
1773
Icon Wealth Partners
Texas
$240K -$22.7K -461 -8%
FWM
1774
Foresight Wealth Management
Utah
$240K
VWA
1775
V Wealth Advisors
Kansas
$239K +$26.6K +540 +12%