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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
1901
Sonora Investment Management Group
Arizona
$337K +$73.1K +973 +26%
WPW
1902
Waldron Private Wealth
Pennsylvania
$335K -$719K -9,577 -67%
MCWS
1903
McKinley Carter Wealth Services
West Virginia
$335K +$68.1K +907 +24%
BCM
1904
Buckhead Capital Management
Georgia
$335K -$1.88K -25 -0.5%
AIA
1905
Alternative Investment Advisors
Florida
$334K +$150 +2 +0%
FWTB
1906
First Western Trust Bank
Colorado
$333K -$10.2K -136 -3%
GJWM
1907
Gilliland Jeter Wealth Management
Arkansas
$333K
CWA
1908
Cornerstone Wealth Advisors
Minnesota
$333K -$9.38K -125 -3%
FFG
1909
First Financial Group
North Carolina
$331K -$7.13K -95 -2%
CPWA
1910
Cerro Pacific Wealth Advisors
California
$330K -$7.81K -104 -2%
Cohen & Steers
1911
Cohen & Steers
New York
$330K +$345K +4,600 New
BGAI
1912
Bruce G. Allen Investments
Colorado
$329K -$43.8K -583 -11%
QFW
1913
QTR Family Wealth
Florida
$329K +$344K +4,580 New
TWA
1914
Talisman Wealth Advisors
New Jersey
$328K +$3.98K +53 +1%
CWM
1915
Concentrum Wealth Management
California
$327K +$29.7K +396 +10%
PSC
1916
Prentiss Smith & Co
Vermont
$327K
WAAG
1917
Wealth Alliance Advisory Group
Kansas
$327K
ACP
1918
Argyle Capital Partners
California
$326K -$25.5K -339 -7%
MPM
1919
MBB Public Markets
Illinois
$326K +$341K +4,541 New
IIA
1920
Integral Investment Advisors
California
$326K -$268K -3,572 -44%
ARC
1921
Advisor Resource Council
Texas
$326K +$341K +4,536 New
CWMK
1922
Caliber Wealth Management (Kansas)
Kansas
$324K +$339K +4,518 New
CSC
1923
Caldwell Sutter Capital
California
$324K -$10.4K -138 -3%
SP
1924
Stonebrook Private
Michigan
$323K +$34.7K +462 +11%
GITFIT
1925
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$323K -$251K -3,337 -43%