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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
2276
Clear Investment Research
Georgia
$216K -$2.38K -33 -1%
AWM
2277
Aries Wealth Management
Maine
$216K +$195K +2,700 New
RB
2278
Rodgers Brothers
Pennsylvania
$216K -$9.01K -125 -4%
Cohen & Steers
2279
Cohen & Steers
New York
$216K -$137K -1,900 -41%
AFS
2280
Axiom Financial Strategies
Indiana
$216K +$194K +2,691 New
GWA
2281
Gratus Wealth Advisors
Virginia
$215K +$194K +2,688 New
CCFM
2282
Clear Creek Financial Management
Washington
$214K +$193K +2,672 New
LA
2283
LM Advisors
California
$214K +$192K +2,667 New
IA
2284
IFC Advisors
California
$214K +$193K +2,670 New
HFS
2285
Howard Financial Services
Texas
$213K -$13.7K -190 -7%
NCM
2286
NCM Capital Management
New Jersey
$213K +$192K +2,660 New
ITB
2287
Idaho Trust Bank
Idaho
$213K +$192K +2,658 New
OCM
2288
Orion Capital Management
California
$213K +$144 +2 +0.1%
CCP
2289
Clarkston Capital Partners
Michigan
$212K +$191K +2,650 New
GGS
2290
Galvin Gaustad & Stein
Arizona
$212K +$191K +2,650 New
KFS
2291
Kurt F. Somerville
$212K +$191K +2,650 New
BIA
2292
BHK Investment Advisors
Alabama
$212K +$191K +2,646 New
PA
2293
Parkside Advisors
California
$212K +$191K +2,644 New
WRPWM
2294
Werba Rubin Papier Wealth Management
California
$211K +$190K +2,638 New
SCM
2295
Spring Capital Management
Texas
$211K +$190K +2,638 New
SAA
2296
Southeast Asset Advisors
Georgia
$211K +$190K +2,636 New
LF
2297
LifePlan Financial
Minnesota
$211K -$63.8K -885 -25%
NMG
2298
New Millennium Group
Utah
$211K +$288 +4 +0.2%
IGGA
2299
Iron Gate Global Advisors
Utah
$210K +$189K +2,619 New
FWM
2300
Focused Wealth Management
New York
$210K +$189K +2,616 New