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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1801
CKW Financial Group
Hawaii
$201K
LRIA
1802
Leonard Rickey Investment Advisors
Washington
$201K +$199K +4,253 New
HWMG
1803
Hurlow Wealth Management Group
Indiana
$200K
ACA
1804
Atlas Capital Advisors
Wyoming
$199K +$92.7K +1,982 +89%
DWM
1805
Destination Wealth Management
California
$198K +$80.6K +1,724 +70%
JGIA
1806
Jackson Grant Investment Advisers
Connecticut
$195K +$1.64K +35 +0.9%
Kayne Anderson Rudnick Investment Management
1807
Kayne Anderson Rudnick Investment Management
California
$190K -$33K -705 -15%
QAM
1808
QCI Asset Management
New York
$187K -$6.08K -130 -3%
SIAS
1809
Shine Investment Advisory Services
Colorado
$187K +$561 +12 +0.3%
ATC
1810
Adirondack Trust Company
New York
$182K
FFC
1811
First Financial Corp
Indiana
$180K -$2.34K -50 -1%
PCP
1812
Proficio Capital Partners
Massachusetts
$178K -$94.5K -2,021 -35%
LPIC
1813
LeJeune Puetz Investment Counsel
Michigan
$173K -$109K -2,323 -39%
GAM
1814
Gemmer Asset Management
California
$170K -$9.54K -204 -5%
APC
1815
Aspire Private Capital
North Carolina
$168K
AP
1816
Arlington Partners
Alabama
$162K
BCI
1817
Brinker Capital Investments
Pennsylvania
$157K +$13.9K +298 +10%
SLF
1818
Sun Life Financial
Ontario, Canada
$155K -$172K -3,677 -53%
NCM
1819
Nelson Capital Management
California
$155K +$9.35K +200 +6%
CA
1820
Centerpoint Advisors
Massachusetts
$152K
RP
1821
Rowlandmiller & Partners
Georgia
$147K -$935 -20 -0.6%
CAGAS
1822
Capital Advisory Group Advisory Services
Minnesota
$147K
BWL
1823
Bogart Wealth LLC
Virginia
$146K -$561 -12 -0.4%
BFC
1824
Bedel Financial Consulting
Indiana
$144K -$116K -2,486 -45%
VCM
1825
Vigilant Capital Management
Maine
$144K -$9.35K -200 -6%