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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1801
Financial Engines Advisors
California
$83K +$60K +1,128 +295%
MCIA
1802
Mountain Capital Investment Advisors
Colorado
$77K -$10.6K -200 -13%
LWM
1803
Lenox Wealth Management
Ohio
$76K -$1.86K -35 -2%
AAC
1804
Asset Advisors Corp
Georgia
$76K
CWM
1805
Cranbrook Wealth Management
Michigan
$74K
SMFG
1806
Sumitomo Mitsui Financial Group
Japan
$70K -$268K -5,043 -80%
PO
1807
Private Ocean
California
$68K
RCG
1808
Ruggie Capital Group
Florida
$66K
PFO
1809
Pathstone Family Office
New Jersey
$63K -$329K -6,188 -84%
CSC
1810
Cove Street Capital
California
$62K +$60K +1,129 New
ABA
1811
American Beacon Advisors
Texas
$61K
PG
1812
Patten Group
Tennessee
$61K
FWM
1813
Focused Wealth Management
New York
$60K -$59.7K -1,123 -51%
AIS
1814
Accurate Investment Solutions
Pennsylvania
$60K +$10.8K +204 +23%
PWAM
1815
Park West Asset Management
California
$58K -$427K -8,040 -88%
CSS
1816
Cubist Systematic Strategies
Connecticut
$56K -$2.02M -37,996 -97%
RFWA
1817
RPg Family Wealth Advisory
Massachusetts
$55.1K -$9.99K -188 -16%
CFA
1818
Camarda Financial Advisors
Florida
$55K
WAM
1819
Westport Asset Management
Connecticut
$55K
APSP
1820
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$213 +4 +0.4%
TCCM
1821
Timber Creek Capital Management
Massachusetts
$53K -$13.1K -246 -20%
HCA
1822
Horan Capital Advisors
Ohio
$53K +$50.8K +955 New
IWMA
1823
Ironwood Wealth Management (Arizona)
Arizona
$48K +$46.1K +868 New
CBT
1824
Central Bank & Trust
Kentucky
$42K -$9.14K -172 -18%
SCA
1825
Stuart Chaussee & Associates
California
$41K