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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
2751
Marshall & Sterling Wealth Advisors
New York
$49.9K -$15.5K -179 -25%
VWM
2752
Valley Wealth Managers
New Jersey
$49.5K – – –
LWMI
2753
Legacy Wealth Management (Idaho)
Idaho
$49.2K +$44.2K +509 +2,679%
TCM
2754
TD Capital Management
Tennessee
$49.2K +$260 +3 +0.6%
MCA
2755
McGuire Capital Advisors
Oklahoma
$48.9K +$45.6K +525 New
BCPWM
2756
Bradley & Co Private Wealth Management
Florida
$48.6K – – –
TWD
2757
True Wealth Design
Ohio
$47.8K -$3.13K -36 -7%
GA
2758
GoalVest Advisory
New York
$47.3K +$44.1K +508 New
SHIM
2759
Stone House Investment Management
Pennsylvania
$46.9K +$608 +7 +1%
VR
2760
Vision Retirement
New Jersey
$46.6K +$43.4K +500 New
PP
2761
PFS Partners
New Jersey
$45.1K +$87 +1 +0.2%
KFA
2762
Kelleher Financial Advisors
New York
$44.7K – – –
RWM
2763
Rialto Wealth Management
New York
$44.5K +$608 +7 +1%
HFS
2764
Hughes Financial Services
Virginia
$44.4K -$521 -6 -1%
JFG
2765
JDM Financial Group
Texas
$43.3K -$8.94K -103 -18%
DF
2766
Dunhill Financial
United Kingdom
$42.8K +$3.04K +35 +8%
MCM
2767
MidAtlantic Capital Management
Virginia
$42.1K +$39.2K +452 New
PAM
2768
Parvin Asset Management
South Dakota
$41.9K – – –
AIA
2769
Aventus Investment Advisors
Florida
$41K – – –
NSG
2770
Nalls Sherbakoff Group
Tennessee
$41K – – –
AF
2771
Align Financial
Minnesota
$41K +$3.56M +41,008 New
BAM
2772
Bellevue Asset Management
Washington
$40.7K +$260 +3 +0.7%
1M
2773
1248 Management
Missouri
$40.6K – – –
EP
2774
Essential Partners
California
$40.3K +$6.42K +74 +21%
AF
2775
Aviso Financial
Ontario, Canada
$40.3K +$37.5K +432 New
109 110
111
112 113