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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EF
2701
Entrust Financial
Pennsylvania
$54.1K -$80 -1 -0.2%
CMA
2702
Cedar Mountain Advisors
Oregon
$54.1K – – –
DWM
2703
Dogwood Wealth Management
Kansas
$54K +$7.47K +93 +17%
LFASL
2704
Lugano Financial Advisors SA (LFA)
Switzerland
$52.5K – – –
SIM
2705
Synergy Investment Management
Florida
$52.3K +$30.5K +379 +153%
1CP
2706
1015 Capital Partners
Pennsylvania
$52.2K -$7.15K -89 -12%
AT
2707
Arlington Trust
Alabama
$52.1K – – –
RWM
2708
Rialto Wealth Management
New York
$52.1K +$5.14K +64 +11%
UIC
2709
Uniplan Investment Counsel
Wisconsin
$51.2K +$49.7K +619 New
MAM
2710
Morse Asset Management
Connecticut
$50.6K -$6.27K -78 -11%
WCAMG
2711
Woodard & Company Asset Management Group
North Carolina
$50.6K +$1.93K +24 +4%
APW
2712
Atlantic Private Wealth
North Carolina
$50.3K -$80 -1 -0.2%
PPC
2713
Park Place Capital
Alabama
$50.2K -$563 -7 -1%
KG
2714
Kilter Group
New York
$49.7K -$4.42K -55 -8%
WSCM
2715
Wellington Shields Capital Management
New York
$49.6K – – –
JGCM
2716
Joseph Group Capital Management
Ohio
$49K +$14.7K +183 +45%
MAM
2717
Meeder Asset Management
Ohio
$48.6K +$7.55K +94 +19%
HC
2718
Hurley Capital
New York
$48.1K – – –
BC
2719
Barrett & Company
Rhode Island
$47.7K – – –
SFS
2720
Sunrise Financial Services
Washington
$46.2K – – –
SJIM
2721
St. Johns Investment Management
Florida
$45.7K – – –
GA
2722
GoalVest Advisory
New York
$45.6K +$3.54K +44 +9%
BTD
2723
BankPlus Trust Department
Mississippi
$45.4K – – –
HFS
2724
Horizon Financial Services
North Carolina
$45.2K -$35.4K -441 -45%
QWM
2725
Quaker Wealth Management
New Jersey
$45.1K +$964 +12 +2%