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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1851
Apriem Advisors
California
$218K +$241K +4,500 New
ML
1852
McAdam LLC
Pennsylvania
$217K +$10.8K +202 +5%
WAAG
1853
Wealth Alliance Advisory Group
Kansas
$215K
RA
1854
Riversedge Advisors
Delaware
$214K +$107 +2 +0%
BSB
1855
Bangor Savings Bank
Maine
$214K +$6.69K +125 +3%
BFM
1856
Boston Financial Management
Massachusetts
$214K +$236K +4,415 New
FW
1857
FirstPurpose Wealth
Utah
$212K -$14.2K -266 -6%
BOH
1858
Bank of Hawaii
Hawaii
$212K +$234K +4,373 New
CPWMP
1859
Cardinal Point Wealth Management Partners
California
$211K
BONST
1860
Bank of Nova Scotia Trust
Ontario, Canada
$211K +$233K +4,353 New
BEW
1861
Burton Enright Welch
California
$211K -$9.31K -174 -4%
WCA
1862
Waypoint Capital Advisors
Minnesota
$209K +$4.71K +88 +2%
FA
1863
Fermata Advisors
California
$208K -$30.7K -574 -12%
BWM
1864
BlackDiamond Wealth Management
New York
$208K -$5.08K -95 -2%
MCP
1865
Mirador Capital Partners
California
$208K -$3.59K -67 -2%
HT
1866
Heritage Trust
Oklahoma
$208K
SMH
1867
Sanders Morris Harris
Texas
$208K
SFG
1868
StrategIQ Financial Group
Indiana
$208K
FPS
1869
Fieldpoint Private Securities
Connecticut
$207K +$2.94K +55 +1%
PP
1870
PDS Planning
Ohio
$207K +$4.66K +87 +2%
HWMG
1871
Hurlow Wealth Management Group
Indiana
$207K +$229K +4,280 New
MM
1872
MQS Management
New York
$207K +$229K +4,280 New
SCG
1873
Sonata Capital Group
Washington
$206K
MFA
1874
Mayflower Financial Advisors
Massachusetts
$206K +$4.44K +83 +2%
CWM
1875
Cordatus Wealth Management
Pennsylvania
$206K +$227K +4,248 New