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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
2801
Spectrum Wealth Advisory Group
California
$16.5K +$16.1K +200 New
SC
2802
Stance Capital
Massachusetts
$16.5K +$16.1K +200 New
FIA
2803
FNY Investment Advisers
New York
$16K -$394K -4,900 -96%
DF
2804
Downshift Financial
Colorado
$15.5K +$15.1K +188 New
PG
2805
Proffitt & Goodson
Tennessee
$15.1K – – –
VPW
2806
Vaquero Private Wealth
Texas
$15.1K +$14.7K +183 New
PF
2807
PlanVest Financial
Maryland
$15K +$80 +1 +0.6%
1NWS
2808
1 North Wealth Services
Maryland
$14.7K +$14.3K +178 New
BF
2809
Brooklyn FI
New York
$14.5K +$13.5K +168 New
PUI
2810
Purpose Unlimited Inc
$14.3K -$4.98K -62 -27%
GG
2811
Gleason Group
Kentucky
$14.3K +$13.9K +173 New
BIM
2812
Breakwater Investment Management
Washington
$14.2K -$482 -6 -3%
AP
2813
Aspect Partners
Virginia
$14K – – –
AI
2814
Atomic Invest
New York
$13.9K +$723 +9 +6%
NF
2815
Napier Financial
Massachusetts
$13.5K -$884 -11 -6%
BH
2816
Burk Holdings
Oklahoma
$13.3K -$5.22K -65 -29%
WWM
2817
Wolff Wiese Magana
California
$13.2K – – –
AEPWM
2818
Atlantic Edge Private Wealth Management
Florida
$12.4K – – –
SC
2819
Swan Capital
Florida
$12.4K – – –
TC
2820
Toews Corporation
New Jersey
$12.4K +$12.1K +150 New
PWA
2821
Provenance Wealth Advisors
Florida
$11.2K +$3.7K +46 +52%
BC
2822
Broadwater Capital
Massachusetts
$11K – – –
DRP
2823
Decker Retirement Planning
Utah
$10.6K +$10.3K +128 New
MBFW
2824
Morton Brown Family Wealth
Pennsylvania
$10.4K +$2.09K +26 +26%
MAS
2825
MPWM Advisory Solutions
Georgia
$10.2K +$1.53K +19 +18%
111 112
113
114 115