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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JHP
1826
James Hambro & Partners
United Kingdom
$243K – – –
BBPWM
1827
Blue Bell Private Wealth Management
Pennsylvania
$242K +$3.45K +66 +2%
GAM
1828
Gould Asset Management
California
$241K – – –
AT
1829
Arden Trust
Delaware
$241K -$34K -650 -14%
FCB
1830
First County Bank
Connecticut
$241K -$1.52K -29 -0.7%
THL
1831
Tillman Hartley LLC
Colorado
$240K – – –
MWM
1832
MinichMacGregor Wealth Management
New York
$240K – – –
OCM
1833
Osterweis Capital Management
California
$240K -$510K -9,755 -70%
PH
1834
Pinnacle Holdings
Oklahoma
$240K -$4.92K -94 -2%
SSC
1835
Syverson Strege & Co
Iowa
$240K -$93.9K -1,794 -30%
SA
1836
Skyline Advisors
Washington
$240K -$10.4K -199 -5%
CCA
1837
Cravens & Co Advisors
Tennessee
$239K +$216K +4,125 New
CB
1838
Community Bank
New York
$239K – – –
NIC
1839
Northwest Investment Counselors
Oregon
$239K -$69.1K -1,320 -24%
IIM
1840
Ipswich Investment Management
Massachusetts
$238K -$52.3K -1,000 -20%
KFS
1841
Keynote Financial Services
Connecticut
$238K +$215K +4,100 New
FSA
1842
Financial Security Advisor
Virginia
$237K +$680 +13 +0.3%
UCB
1843
United Community Bank
South Carolina
$237K -$2.35K -45 -1%
OWMIAS
1844
One Wealth Management Investment & Advisory Services
Florida
$236K +$213K +4,079 New
CWM
1845
Centurion Wealth Management
Virginia
$236K +$213K +4,079 New
IWP
1846
Invenio Wealth Partners
Florida
$236K +$213K +4,067 New
QVR
1847
QVR
California
$236K +$213K +4,066 New
PCM
1848
Prelude Capital Management
New York
$235K +$213K +4,063 New
IHL
1849
Investment House LLC
California
$235K +$212K +4,054 New
EWA
1850
Encompass Wealth Advisors
Oregon
$235K -$48.3K -924 -19%