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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2326
SJS Investment Consulting
Ohio
$100K -$5.12K -75 -5%
CB
2327
Community Bank
New York
$98.8K
SA
2328
SRH Advisors
Kansas
$98.3K
FP
2329
Financial Perspectives
Minnesota
$97.8K +$26.1K +382 +38%
NC
2330
NewSquare Capital
Pennsylvania
$97.3K +$83.2K +1,219 +734%
Loomis, Sayles & Company
2331
Loomis, Sayles & Company
Massachusetts
$97K +$13.4K +196 +16%
EAM
2332
Exane Asset Management
France
$96.9K +$90.9K +1,332 New
MSWM
2333
Mowery & Schoenfeld Wealth Management
Illinois
$96.4K +$93.7K +1,373 New
MMCM
2334
Murphy & Mullick Capital Management
New York
$95.3K +$92.6K +1,357 New
FC
2335
Family CFO
California
$94.6K
MEG
2336
Millstone Evans Group
Colorado
$94.5K +$91.9K +1,346 New
KIG
2337
Kessler Investment Group
Indiana
$93.3K
IBOK
2338
Independence Bank of Kentucky
Kentucky
$93K +$20.8K +304 +30%
TCM
2339
TruNorth Capital Management
Michigan
$91.3K
USB
2340
Union Savings Bank
Connecticut
$90.8K
VHAM
2341
Van Hulzen Asset Management
California
$90.3K +$87.7K +1,285 New
CYG
2342
Clean Yield Group
Vermont
$90K
CAM
2343
Clarity Asset Management
Iowa
$89.2K +$273 +4 +0.3%
OP
2344
ORG Partners
Indiana
$89.1K +$410 +6 +0.5%
RAM
2345
Ramirez Asset Management
New York
$87.4K
BA
2346
Bellwether Advisors
Nebraska
$86.7K +$84.3K +1,235 New
FLP
2347
Financial Life Planners
Arizona
$86.6K +$84.2K +1,233 New
IRAG
2348
Investment Research & Advisory Group
Georgia
$86K
WWP
2349
WR Wealth Planners
Missouri
$86K +$11.1K +162 +15%
AIM
2350
Arcadia Investment Management
Michigan
$85.8K +$15.1K +221 +22%