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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Saturna Capital
2326
Saturna Capital
Washington
$214K – – –
KFA
2327
Kapstone Financial Advisors
Ohio
$214K – – –
FWA
2328
Flagship Wealth Advisors
Massachusetts
$214K – – –
WorldQuant Millennium Advisors
2329
WorldQuant Millennium Advisors
New York
$214K +$207K +2,556 New
AF
2330
Affiance Financial
Minnesota
$214K – – –
IIA
2331
IPG Investment Advisors
California
$214K – – –
CFG
2332
Carter Financial Group
Illinois
$214K +$207K +2,547 New
BWM
2333
BCS Wealth Management
Tennessee
$214K -$70.8K -873 -26%
RA
2334
Riversedge Advisors
Delaware
$213K +$206K +2,545 New
MWP
2335
Meridian Wealth Partners
Pennsylvania
$213K -$508K -6,265 -71%
CB
2336
Centennial Bank
Arkansas
$213K -$5.68K -70 -3%
MKC
2337
M. Kraus & Co
Vermont
$213K – – –
GAM
2338
Gemmer Asset Management
California
$212K +$206K +2,535 New
CWA
2339
CogentBlue Wealth Advisors
Tennessee
$212K +$205K +2,528 New
ILI
2340
Invesco LLC (Illinois)
Illinois
$212K +$205K +2,527 New
RYIA
2341
Roehl & Yi Investment Advisors
Oregon
$212K -$1.78K -22 -0.9%
Chilton Capital Management
2342
Chilton Capital Management
Texas
$211K +$44.8K +553 +28%
PIP
2343
Peachtree Investment Partners
Florida
$211K – – –
BWM
2344
Buckley Wealth Management
Nevada
$210K – – –
VCM
2345
Violich Capital Management
California
$210K – – –
WWC
2346
Waypoint Wealth Counsel
Georgia
$209K +$203K +2,499 New
AWC
2347
Adamsbrown Wealth Consultants
Kansas
$209K +$202K +2,496 New
ZF
2348
Zhang Financial
Michigan
$209K +$202K +2,491 New
NMG
2349
New Millennium Group
Utah
$209K -$11.3K -139 -5%
BTWM
2350
Brass Tax Wealth Management
Ohio
$208K +$201K +2,483 New