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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2726
Beacon Financial Strategies
North Carolina
$61.6K +$57.4K +661 New
S
2727
Sachetta
Massachusetts
$59.3K -$365K -4,209 -87%
LFASL
2728
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K – – –
SFS
2729
Sunrise Financial Services
Washington
$57.9K +$53.9K +621 New
FGA
2730
Fortis Group Advisors
New Jersey
$57.8K – – –
Loomis, Sayles & Company
2731
Loomis, Sayles & Company
Massachusetts
$57.3K -$2K -23 -4%
LC
2732
Lavaca Capital
Texas
$57K – – –
T
2733
TOBAM
France
$57K -$18.1K -209 -26%
PPC
2734
Park Place Capital
Alabama
$56.3K +$5.56K +64 +12%
NI
2735
NCP Inc
California
$56.1K +$52.3K +602 New
WCAMG
2736
Woodard & Company Asset Management Group
North Carolina
$54.8K – – –
CIAS
2737
CBIZ Investment Advisory Services
Ohio
$54.6K +$20.5K +236 +67%
HC
2738
Hurley Capital
New York
$54.1K -$1.74K -20 -3%
BC
2739
Barrett & Company
Rhode Island
$53.8K – – –
BAM
2740
Byrne Asset Management
New Jersey
$53.5K +$174 +2 +0.3%
KG
2741
Kilter Group
New York
$53K +$10.3K +119 +26%
DWM
2742
Dogwood Wealth Management
Kansas
$51.8K +$22.3K +257 +86%
LGWM
2743
Litman Gregory Wealth Management
California
$51.7K +$48.2K +555 New
SJIM
2744
St. Johns Investment Management
Florida
$51.5K – – –
CFG
2745
Clayton Financial Group
Missouri
$51.5K +$39.3K +453 +453%
FA
2746
Fountainhead AM
New Jersey
$51.5K -$432K -4,976 -90%
YAL
2747
Your Advocates Ltd
Texas
$51.3K +$47.7K +550 New
BTD
2748
BankPlus Trust Department
Mississippi
$51.2K – – –
LAS
2749
Lloyd Advisory Services
Georgia
$50.9K +$47.4K +546 New
QWM
2750
Quaker Wealth Management
New Jersey
$50.1K +$521 +6 +1%