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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1826
Acropolis Investment Management
Missouri
$435K +$441K +5,435 New
ACM
1827
Ayrshire Capital Management
Connecticut
$435K – – –
SWM
1828
Stockman Wealth Management
Montana
$434K -$60.8K -750 -13%
SMC
1829
Smith, Moore & Co
Missouri
$433K -$30.9K -381 -7%
RP
1830
Raelipskie Partnership
Ontario, Canada
$433K – – –
MAG
1831
Mokosak Advisory Group
Iowa
$433K +$1.95K +24 +0.5%
SIMG
1832
Sonora Investment Management Group
Arizona
$433K -$44.8K -553 -10%
BFF
1833
Byrne Financial Freedom
Massachusetts
$433K – – –
DF Dent & Co
1834
DF Dent & Co
Maryland
$432K +$159K +1,965 +62%
VC
1835
Vicus Capital
Pennsylvania
$432K +$103K +1,265 +33%
SSA
1836
Sierra Summit Advisors
Nevada
$432K – – –
MSA
1837
Marino Stram & Associates
Massachusetts
$430K -$5.68K -70 -1%
FFC
1838
First Financial Corp
Indiana
$430K -$10.5K -130 -2%
OIS
1839
OneAscent Investment Solutions
Alabama
$429K -$1.05K -13 -0.3%
EHAM
1840
Eagle Harbor Asset Management
Washington
$429K -$3K -37 -0.7%
Procyon Advisors
1841
Procyon Advisors
Connecticut
$428K +$146K +1,801 +55%
QVR
1842
QVR
California
$428K +$414K +5,103 New
BWA
1843
Burt Wealth Advisors
Maryland
$428K – – –
WOC
1844
West Oak Capital
California
$428K -$86.4K -1,065 -17%
APM
1845
Advanced Portfolio Management
New York
$427K -$1.42M -17,500 -78%
CCAM
1846
Cascades Capital Asset Management
North Carolina
$427K +$187K +2,300 +82%
ADL
1847
Asset Dedication LLC
California
$427K -$327K -4,038 -44%
SFG
1848
Seamount Financial Group
Colorado
$426K +$413K +5,088 New
WTA
1849
Washington Trust Advisors
Massachusetts
$426K -$11.9K -147 -3%
Birch Hill Investment Advisors
1850
Birch Hill Investment Advisors
Massachusetts
$426K – – –