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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
2501
Marshall & Sterling Wealth Advisors
New York
$59.8K -$3.65K -45 -6%
CCMW
2502
Cypress Capital Management (Wyoming)
Wyoming
$58.8K – – –
MAM
2503
Meeder Asset Management
Ohio
$58.4K -$107K -1,325 -66%
MAM
2504
Morse Asset Management
Connecticut
$58.3K – – –
HHMI
2505
Howard Hughes Medical Institute
Maryland
$57.7K -$1.86K -23 -3%
BC
2506
Bayforest Capital
United Kingdom
$57.7K +$55.8K +688 New
MWA
2507
Medallion Wealth Advisors
Connecticut
$56.1K – – –
VWA
2508
Valued Wealth Advisors
Utah
$55.9K +$1.86K +23 +4%
Loomis, Sayles & Company
2509
Loomis, Sayles & Company
Massachusetts
$53.4K +$811 +10 +2%
LFASL
2510
Lugano Financial Advisors SA (LFA)
Switzerland
$53.2K – – –
FGA
2511
Fortis Group Advisors
New Jersey
$52K – – –
LC
2512
Lavaca Capital
Texas
$51.3K – – –
HC
2513
Hurley Capital
New York
$50.4K +$1.62K +20 +3%
AWM
2514
AllSquare Wealth Management
New York
$50.3K – – –
FWM
2515
FSA Wealth Management
Massachusetts
$50.2K – – –
WCAMG
2516
Woodard & Company Asset Management Group
North Carolina
$49.3K – – –
PFA
2517
Pathway Financial Advisers
Indiana
$48.4K +$46.9K +578 New
BC
2518
Barrett & Company
Rhode Island
$48.4K – – –
BAM
2519
Byrne Asset Management
New Jersey
$47.9K -$649 -8 -1%
JFG
2520
JDM Financial Group
Texas
$47.6K +$8.35K +103 +22%
SJIM
2521
St. Johns Investment Management
Florida
$46.4K – – –
BTD
2522
BankPlus Trust Department
Mississippi
$46K +$3.97K +49 +10%
TWD
2523
True Wealth Design
Ohio
$46K +$2.43K +30 +6%
SC
2524
Stance Capital
Massachusetts
$45.8K +$44.3K +546 New
PPC
2525
Park Place Capital
Alabama
$45.3K +$1.54K +19 +4%