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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1901
Cardinal Strategic Wealth Guidance
Kentucky
$212K +$207K +3,944 New
GA
1902
Geller Advisors
New York
$211K +$205K +3,923 New
HC
1903
Henshaw Capital
Massachusetts
$210K -$287K -5,483 -58%
BIM
1904
Barton Investment Management
Pennsylvania
$210K +$204K +3,900 New
PCA
1905
Peddock Capital Advisors
Massachusetts
$210K +$205K +3,905 New
WCG
1906
Weaver Consulting Group
California
$207K +$70.2K +1,340 +49%
UBV
1907
United Bank (Virginia)
Virginia
$207K +$202K +3,849 New
TF
1908
TRH Financial
Iowa
$207K +$206K +3,927 New
CIP
1909
Capital Insight Partners
Arizona
$206K -$14.1K -269 -7%
NCM
1910
Novare Capital Management
North Carolina
$206K +$200K +3,826 New
MCWS
1911
McKinley Carter Wealth Services
West Virginia
$206K +$201K +3,833 New
BOPW
1912
Brandywine Oak Private Wealth
Pennsylvania
$202K +$198K +3,772 New
ATC
1913
Adirondack Trust Company
New York
$201K +$24.4K +465 +12%
EDRIA
1914
Edmonds Duncan Registered Investment Advisors
Kansas
$201K +$195K +3,727 New
SCP
1915
Seizert Capital Partners
Michigan
$201K +$195K +3,732 New
BL
1916
Balentine LLC
Georgia
$200K +$135K +2,583 +228%
BIA
1917
Biondo Investment Advisors
Pennsylvania
$200K +$192K +3,675 New
CF
1918
Centaurus Financial
California
$199K -$72.7K -1,389 -27%
FWM
1919
Focused Wealth Management
New York
$195K
Kayne Anderson Rudnick Investment Management
1920
Kayne Anderson Rudnick Investment Management
California
$190K -$25K -477 -12%
APC
1921
Aspire Private Capital
North Carolina
$190K
AP
1922
Arlington Partners
Alabama
$184K
CCA
1923
Column Capital Advisors
Indiana
$184K +$180K +3,435 New
ED
1924
Exane Derivatives
France
$182K -$393K -7,494 -67%
GAM
1925
Gemmer Asset Management
California
$179K -$6.81K -130 -4%