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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2551
Consultiva Wealth Management
Puerto Rico
$16.6K – – –
ICCON
2552
Investment Counsel Company of Nevada
Nevada
$16K – – –
MAFA
2553
MJT & Associates Financial Advisory
Minnesota
$15.9K – – –
TIM
2554
Total Investment Management
Arizona
$15.8K +$14.2K +197 New
TFA
2555
Toth Financial Advisory
Virginia
$15.5K – – –
AFG
2556
Albion Financial Group
Utah
$15.3K – – –
BCM
2557
Boreal Capital Management
Florida
$15.2K +$13.7K +190 New
ACM
2558
Anfield Capital Management
California
$15.1K – – –
PS
2559
Pinney & Scofield
Massachusetts
$14.5K – – –
PP
2560
PrairieView Partners
Minnesota
$14K -$7.5K -104 -36%
MAWAG
2561
Mid-American Wealth Advisory Group
Missouri
$13.8K +$12.4K +172 New
PWA
2562
Principia Wealth Advisory
Texas
$13.5K +$2.23K +31 +23%
WCM
2563
WealthTrak Capital Management
Virginia
$12.8K -$8.94K -124 -44%
WWM
2564
Wolff Wiese Magana
California
$12.8K – – –
OLVIG
2565
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K +$12.6K +175 New
TCA
2566
Trifecta Capital Advisors
Illinois
$12.2K – – –
AEPWM
2567
Atlantic Edge Private Wealth Management
Florida
$12K – – –
SC
2568
Swan Capital
Florida
$12K – – –
GTAM
2569
Global Trust Asset Management
Florida
$11.9K – – –
M
2570
MOTCO
Texas
$11.7K -$19K -263 -64%
RAM
2571
Riggs Asset Management
Pennsylvania
$11.5K – – –
ACA
2572
Atlas Capital Advisors
Wyoming
$10.9K – – –
SC
2573
Solstein Capital
California
$10.9K +$9.81K +136 New
AP
2574
Aspect Partners
Virginia
$10.8K +$72 +1 +0.7%
HFS
2575
Horizon Financial Services
North Carolina
$10.7K +$1.44K +20 +18%