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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DP
2101
Denver PWM
Colorado
$345K – – –
EIP
2102
Ellis Investment Partners
Pennsylvania
$345K +$643 +8 +0.2%
ACP
2103
Aviance Capital Partners
Florida
$345K -$8.04K -100 -2%
PCMNC
2104
Piedmont Capital Management (North Carolina)
North Carolina
$345K +$2.41K +30 +0.7%
NDSI
2105
Newman Dignan & Sheerar Inc
Rhode Island
$344K – – –
GAM
2106
Gould Asset Management
California
$344K – – –
TW
2107
Towerpoint Wealth
California
$343K -$7.71K -96 -2%
BFW
2108
Brady Family Wealth
Missouri
$343K +$80 +1 +0%
LC
2109
Lawood & Co
Pennsylvania
$340K – – –
FGI
2110
Foresight Global Investors
New York
$340K – – –
BDF
2111
Black Diamond Financial
Maryland
$340K -$22.7K -282 -6%
SR
2112
Swiss Re
Switzerland
$340K +$305K +3,792 +1,189%
PR
2113
Payden & Rygel
California
$339K +$329K +4,100 New
KFS
2114
Keynote Financial Services
Connecticut
$339K – – –
LCS
2115
Levin Capital Strategies
New York
$339K – – –
BW
2116
BXM Wealth
Colorado
$339K +$62.1K +773 +23%
CMAI
2117
Capital Management Associates Inc
Minnesota
$338K -$7.79K -97 -2%
WF
2118
WealthPoint Financial
North Carolina
$338K +$12.9K +160 +4%
WSFG
2119
Wall Street Financial Group
Illinois
$338K +$72.9K +907 +29%
LPFG
2120
Landing Point Financial Group
Ohio
$338K -$3.54K -44 -1%
CWM
2121
Centurion Wealth Management
Virginia
$337K -$10.1K -126 -3%
IAG
2122
Investment Advisory Group
Massachusetts
$337K +$15.8K +196 +5%
NWA
2123
New World Advisors
Massachusetts
$336K +$49.3K +613 +18%
FCM
2124
Family Capital Management
Michigan
$336K -$10.5K -131 -3%
AAB
2125
ABN AMRO Bank
Netherlands
$335K +$5.38K +67 +2%