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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1776
Cary Street Partners Investment Advisory
Virginia
$234K +$261K +5,087 New
VA
1777
Valmark Advisers
Ohio
$233K -$38.5K -752 -13%
SEIA
1778
Signature Estate & Investment Advisors
California
$233K +$5.38K +105 +2%
ONST
1779
Old North State Trust
North Carolina
$233K +$30K +586 +13%
PL
1780
Parthenon LLC
Kentucky
$232K
APW
1781
Acima Private Wealth
Virginia
$232K +$258K +5,028 New
PWM
1782
PRW Wealth Management
Massachusetts
$232K +$258K +5,033 New
SBAM
1783
Santa Barbara Asset Management
California
$231K -$166M -3,236,548 -100%
EWF
1784
Epstein & White Financial
California
$231K +$4.76K +93 +2%
SWK
1785
Stephen W. Kidder
$230K -$172K -3,350 -40%
HR
1786
Hayden Royal
North Carolina
$230K +$256K +5,000 New
COI
1787
Capital One Investing
Virginia
$229K +$254K +4,966 New
RG
1788
Rikoon Group
New Mexico
$229K +$255K +4,971 New
Nuveen Fund Advisors
1789
Nuveen Fund Advisors
Illinois
$228K -$219K -4,283 -46%
FWM
1790
Foresight Wealth Management
Utah
$228K +$254K +4,957 New
RFA
1791
Reilly Financial Advisors
California
$227K -$111K -2,167 -31%
CBTWT
1792
Community Bank & Trust (Waco, Texas)
Texas
$227K
SIA
1793
Sit Investment Associates
Minnesota
$226K +$113K +2,200 +81%
PCFFS
1794
Pacific Center for Financial Services
California
$225K -$9.42K -184 -4%
FFC
1795
First Financial Corp
Indiana
$222K -$10.2K -200 -4%
TAM
1796
Tealwood Asset Management
Minnesota
$221K -$36.4K -710 -13%
DI
1797
Diligent Investors
California
$221K +$246K +4,799 New
NIT
1798
NumerixS Investment Technologies
British Columbia, Canada
$220K -$3.48M -67,944 -93%
PPP
1799
Private Portfolio Partners
New Jersey
$220K +$245K +4,780 New
HWMG
1800
Hurlow Wealth Management Group
Indiana
$219K +$226K +4,403 New