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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WH
1851
Willner & Heller
California
$426K +$2.27K +28 +0.6%
FFG
1852
Fortem Financial Group
California
$424K +$324 +4 +0.1%
WAM
1853
Walker Asset Management
Missouri
$422K +$2.03K +25 +0.5%
WFA
1854
Wellspring Financial Advisors
Ohio
$422K -$13.9K -171 -3%
PMFA
1855
Plante Moran Financial Advisors
Michigan
$420K +$11.3K +139 +3%
WMA
1856
Wealth Management Associates
New Jersey
$420K -$42K -518 -9%
DWAM
1857
Duncan Williams Asset Management
Tennessee
$420K -$30.5K -376 -7%
CAS
1858
CTC Alternative Strategies
Illinois
$419K -$347K -4,280 -46%
MJP
1859
Michael J. Puzo
$419K – – –
Ruffer LLP
1860
Ruffer LLP
United Kingdom
$419K – – –
BGAI
1861
Bruce G. Allen Investments
Colorado
$419K +$29K +358 +8%
SHGA
1862
Sand Hill Global Advisors
California
$419K – – –
QFA
1863
Quantum Financial Advisors
California
$419K – – –
WIM
1864
Warwick Investment Management
Texas
$416K +$44.4K +547 +12%
NWWA
1865
New Wave Wealth Advisors
Arkansas
$416K +$20.1K +248 +5%
SIC
1866
Samalin Investment Counsel
New York
$416K +$27K +333 +7%
WF
1867
WoodTrust Financial
Wisconsin
$415K -$17.8K -219 -4%
FWM
1868
Focused Wealth Management
New York
$415K +$189K +2,334 +89%
HCMG
1869
Howard Capital Management Group
California
$415K – – –
MAM
1870
MMA Asset Management
Pennsylvania
$415K -$21.2K -262 -5%
MWM
1871
Maripau Wealth Management
Indiana
$413K -$4.54K -56 -1%
FFA
1872
First Foundation Advisors
California
$413K +$74.9K +924 +23%
CD
1873
Chapin Davis
Maryland
$413K +$81 +1 +0%
CSC
1874
Caldwell Sutter Capital
California
$412K +$44.7K +551 +13%
Cookson Peirce & Co
1875
Cookson Peirce & Co
Pennsylvania
$412K +$167K +2,062 +72%