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Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$66K -$1.11M -5,894 -96%
DI
102
Disciplined Investments
Oklahoma
$66K
RWB
103
RMR Wealth Builders
New Jersey
$46K -$31.3K -166 -50%
HPC
104
HM Payson & Co
Maine
$37K
CWP
105
Concord Wealth Partners
Virginia
$35K +$23.4K +124 New
SFS
106
Sowell Financial Services
Arkansas
$24K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$23K -$3.77K -20 -20%
GRP
108
Global Retirement Partners
California
$18K
FIA
109
FNY Investment Advisers
New York
$18K +$12.6K +67 New
HI
110
Harbour Investments
Wisconsin
$16K +$10.7K +57 New
BWM
111
Baystate Wealth Management
Massachusetts
$15K -$2.64K -14 -21%
HFA
112
Hoover Financial Advisors
Pennsylvania
$12K
RFA
113
Reilly Financial Advisors
California
$12K
IA
114
IFP Advisors
Florida
$10K -$32K -170 -82%
SPIA
115
Steward Partners Investment Advisory
New York
$9.28K +$6.22K +33 New
VNA
116
Valley National Advisers
Pennsylvania
$9K
HFS
117
Horizon Financial Services
North Carolina
$9K +$6.22K +33 New
AIC
118
Ameritas Investment Company
Nebraska
$7.14K +$4.9K +26 New
HI
119
Human Investing
Oregon
$7K
JP Morgan Chase
120
JP Morgan Chase
New York
$7K
TCM
121
Tradewinds Capital Management
Washington
$6K -$43.2K -229 -92%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$6K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$5K +$1.32K +7 +54%
US Bancorp
124
US Bancorp
Minnesota
$4K
AWC
125
Abundance Wealth Counselors
Pennsylvania
$4K +$2.45K +13 New