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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1926
Wealth Alliance Advisory Group
Kansas
$382K – – –
CFS
1927
CRA Financial Services
New Jersey
$382K +$12.2K +151 +3%
BFA
1928
Beacon Financial Advisory
Ohio
$381K -$4.54K -56 -1%
IIA
1929
Integral Investment Advisors
California
$380K – – –
BMCM
1930
Bryn Mawr Capital Management
Pennsylvania
$379K -$35.4K -437 -9%
SP
1931
Stonebrook Private
Michigan
$378K +$9.57K +118 +3%
BFS
1932
BridgePort Financial Solutions
Iowa
$378K +$366K +4,509 New
NED
1933
Nancy E. Dempze
$377K – – –
GW&K Investment Management
1934
GW&K Investment Management
Massachusetts
$377K +$811 +10 +0.2%
JWWM
1935
Johnson & White Wealth Management
Pennsylvania
$377K +$1.78K +22 +0.5%
BHWM
1936
Bar Harbor Wealth Management
New Hampshire
$376K – – –
CBT
1937
CoreFirst Bank & Trust
Kansas
$375K -$9.16K -113 -2%
ATS
1938
Ashton Thomas Securities
New York
$374K +$81.7K +1,008 +29%
PS
1939
Planned Solutions
California
$374K +$94.7K +1,168 +36%
VCP
1940
Vista Capital Partners
Oregon
$373K +$361K +4,448 New
ALPS Advisors
1941
ALPS Advisors
Colorado
$372K -$110K -1,360 -23%
GA
1942
GSG Advisors
New Jersey
$372K +$373K +4,602 New
OFW
1943
Omnia Family Wealth
Florida
$372K +$7.38K +91 +2%
SEP
1944
Southland Equity Partners
Missouri
$372K -$2.11K -26 -0.6%
LAM
1945
Lewis Asset Management
California
$371K +$2.03K +25 +0.6%
NCM
1946
Narwhal Capital Management
Georgia
$371K -$82.3K -1,015 -19%
AIA
1947
Accelerate Investment Advisors
California
$371K +$3.08K +38 +0.9%
FAB
1948
First American Bank
Illinois
$371K – – –
PWM
1949
Partners Wealth Management
California
$370K -$70.1K -864 -16%
Check Capital Management
1950
Check Capital Management
California
$370K – – –