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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2301
Sherman Asset Management
California
$121K +$118K +1,729 New
FUBT
2302
First United Bank & Trust
Maryland
$121K -$34.1K -500 -23%
ATC
2303
Adirondack Trust Company
New York
$120K – – –
GWP
2304
Gen-Wealth Partners
Michigan
$120K +$82.4K +1,207 +241%
FCT
2305
First Community Trust
Iowa
$120K – – –
RL
2306
Rogco LP
Oklahoma
$117K – – –
CFS
2307
Compass Financial Services
Iowa
$117K +$114K +1,664 New
LAMC
2308
Longview Asset Management (California)
California
$116K +$113K +1,653 New
PWMG
2309
Prestige Wealth Management Group
New Jersey
$113K – – –
AA
2310
Addison Advisors
Vermont
$111K +$341 +5 +0.3%
BHWM
2311
Bay Harbor Wealth Management
Maryland
$110K +$3.69K +54 +4%
KBFS
2312
Kohmann Bosshard Financial Services
Ohio
$110K +$107K +1,564 New
QL
2313
Quarry LP
New York
$108K +$105K +1,534 New
RMP
2314
Richards, Merrill & Peterson
Washington
$108K +$105K +1,532 New
Capula Management
2315
Capula Management
Cayman Islands
$107K +$23.2K +340 +29%
BONH
2316
Bank of New Hampshire
New Hampshire
$106K +$20.1K +295 +24%
ANBT
2317
American National Bank & Trust
Texas
$105K -$17.3K -254 -15%
BCMLT
2318
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K +$273 +4 +0.3%
PFG
2319
Putney Financial Group
California
$103K +$100K +1,471 New
CA
2320
Centerpoint Advisors
Massachusetts
$103K – – –
Hillsdale Investment Management
2321
Hillsdale Investment Management
Ontario, Canada
$103K -$259K -3,800 -72%
CHC
2322
City Holding Co
West Virginia
$103K +$20.5K +300 +26%
Catalyst Capital Advisors
2323
Catalyst Capital Advisors
New York
$102K -$93.7K -1,373 -49%
UIA
2324
Ulland Investment Advisors
Minnesota
$101K – – –
CT
2325
Clearstead Trust
Maine
$101K – – –