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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1851
Fortem Financial Group
California
$424K +$324 +4 +0.1%
WAM
1852
Walker Asset Management
Missouri
$422K +$2.03K +25 +0.5%
WFA
1853
Wellspring Financial Advisors
Ohio
$422K -$13.9K -171 -3%
PMFA
1854
Plante Moran Financial Advisors
Michigan
$420K +$11.3K +139 +3%
WMA
1855
Wealth Management Associates
New Jersey
$420K -$42K -518 -9%
DWAM
1856
Duncan Williams Asset Management
Tennessee
$420K -$30.5K -376 -7%
CAS
1857
CTC Alternative Strategies
Illinois
$419K -$347K -4,280 -46%
MJP
1858
Michael J. Puzo
$419K
RL
1859
Ruffer LLP
United Kingdom
$419K
BGAI
1860
Bruce G. Allen Investments
Colorado
$419K +$29K +358 +8%
SHGA
1861
Sand Hill Global Advisors
California
$419K
QFA
1862
Quantum Financial Advisors
California
$419K
WIM
1863
Warwick Investment Management
Texas
$416K +$44.4K +547 +12%
NWWA
1864
New Wave Wealth Advisors
Arkansas
$416K +$20.1K +248 +5%
SIC
1865
Samalin Investment Counsel
New York
$416K +$27K +333 +7%
WF
1866
WoodTrust Financial
Wisconsin
$415K -$17.8K -219 -4%
FWM
1867
Focused Wealth Management
New York
$415K +$189K +2,334 +89%
HCMG
1868
Howard Capital Management Group
California
$415K
MAM
1869
MMA Asset Management
Pennsylvania
$415K -$21.2K -262 -5%
MWM
1870
Maripau Wealth Management
Indiana
$413K -$4.54K -56 -1%
FFA
1871
First Foundation Advisors
California
$413K +$74.9K +924 +23%
CD
1872
Chapin Davis
Maryland
$413K +$81 +1 +0%
CSC
1873
Caldwell Sutter Capital
California
$412K +$44.7K +551 +13%
CPC
1874
Cookson Peirce & Co
Pennsylvania
$412K +$167K +2,062 +72%
MCA
1875
Millennium Capital Advisors
Arkansas
$412K -$32.4K -400 -8%