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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1751
Carolinas Wealth Consulting
North Carolina
$166K -$27.9K -692 -15%
RCG
1752
Rock Creek Group
District of Columbia
$163K -$604 -15 -0.4%
TF
1753
Tompkins Financial
New York
$163K – – –
CCA
1754
Column Capital Advisors
Indiana
$159K – – –
C
1755
Covestor
United Kingdom
$155K -$34.5K -858 -19%
TC
1756
Trust Company
Kansas
$155K -$12.8K -319 -8%
SFM
1757
Spartan Fund Management
Canada
$151K – – –
BWAM
1758
Boyd Watterson Asset Management
Ohio
$149K – – –
CFD
1759
Creative Financial Designs
Indiana
$144K +$523 +13 +0.4%
PAI
1760
Pittenger & Anderson Inc
Nebraska
$142K +$48.3K +1,200 +56%
BLC
1761
Brown, Lisle/Cummings
Rhode Island
$142K -$12.1K -300 -8%
ETC
1762
Exchange Traded Concepts
Oklahoma
$142K -$18.1K -450 -12%
VWM
1763
Venturi Wealth Management
Texas
$137K -$79.4K -1,972 -38%
WPA
1764
West Paces Advisors
Georgia
$136K +$32.2K +800 +34%
PIA
1765
Powell Investment Advisors
Florida
$135K – – –
ANBT
1766
American National Bank & Trust
Texas
$135K – – –
MAM
1767
Marquette Asset Management
Minnesota
$135K +$26.4K +656 +26%
SFO
1768
Standard Family Office
South Dakota
$134K – – –
CTWM
1769
Cherry Tree Wealth Management
Minnesota
$133K +$125K +3,108 New
CT
1770
Clearstead Trust
Maine
$131K +$120K +2,970 +2,676%
AAP
1771
Arax Advisory Partners
Colorado
$131K +$322 +8 +0.3%
EBA
1772
Eagle Bay Advisors
New York
$129K -$23.9K -594 -16%
MHR
1773
Matthew Hamilton Rosenberg
$129K -$18.2K -451 -13%
GBT
1774
Grove Bank & Trust
Florida
$129K -$12K -299 -9%
CAL
1775
Capital Advisors Ltd
Ohio
$128K +$82.8K +2,058 +221%