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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2276
Acropolis Investment Management
Missouri
$148K – – –
CWC
2277
Carolinas Wealth Consulting
North Carolina
$146K +$20K +293 +16%
SWM
2278
Sugarloaf Wealth Management
Georgia
$144K -$6.83K -100 -5%
BTC
2279
Bank & Trust Company
Illinois
$143K – – –
SR
2280
Syntax Research
Florida
$143K – – –
GFPC
2281
Global Financial Private Client
Florida
$142K -$46.2K -676 -25%
BFPW
2282
BOK Financial Private Wealth
Colorado
$141K -$40.4K -592 -23%
TC
2283
Trust Company
Kansas
$141K -$5.74K -84 -4%
CCMI
2284
Creative Capital Management Investments
California
$140K – – –
SOAMC
2285
Spirit of America Management Corp
New York
$140K – – –
HCM
2286
Hollencrest Capital Management
California
$139K +$5.46K +80 +4%
OAM
2287
Ostrum Asset Management
France
$136K -$5.53K -81 -4%
JEST
2288
JTC Employer Solutions Trustee
Jersey
$134K – – –
NCM
2289
Northwest Capital Management
Oregon
$134K – – –
ME
2290
McIlrath & Eck
Washington
$133K +$48.1K +704 +59%
SFGP
2291
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$133K +$130K +1,897 New
GEA
2292
Glen Eagle Advisors
New Jersey
$132K -$2.05K -30 -2%
CJH
2293
Christopher J. Hasenberg
Wisconsin
$127K – – –
Heritage Wealth Advisors
2294
Heritage Wealth Advisors
Virginia
$127K – – –
GJIA
2295
Glass Jacobson Investment Advisors
Maryland
$126K +$35.2K +516 +40%
RTC
2296
Riverview Trust Company
Washington
$126K +$956 +14 +0.8%
EPIME
2297
Evelyn Partners Investment Management (Europe)
$126K +$122K +1,788 New
AWM
2298
Abound Wealth Management
Tennessee
$124K -$888 -13 -0.7%
KFI
2299
Key Financial Inc
Pennsylvania
$123K +$4.85K +71 +4%
AA
2300
AlphaCentric Advisors
Puerto Rico
$122K -$5.94K -87 -5%