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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TM
2801
Torren Management
California
$5.28K -$9.71K -113 -63%
CW
2802
Curio Wealth
Maryland
$5.17K +$5.58K +65 New
OCM
2803
Osbon Capital Management
Massachusetts
$5.02K +$4.72K +55 +688%
CF
2804
Conquis Financial
California
$4.99K – – –
OW
2805
Olistico Wealth
Oklahoma
$4.38K – – –
DI
2806
DAGCO Inc
Ohio
$3.98K – – –
MTIM
2807
Marathon Trading Investment Management
Pennsylvania
$3.98K -$5.12M -59,617 -100%
BT
2808
Banque Transatlantique
France
$3.5K +$3.78K +44 New
IPS
2809
Investors Portfolio Services
Washington
$3.4K +$429 +5 +13%
HIA
2810
HFM Investment Advisors
New Jersey
$3.26K -$258 -3 -7%
CIAS
2811
CBIZ Investment Advisory Services
Ohio
$2.87K -$47.2K -550 -94%
GWSA
2812
Global Wealth Strategies & Associates
Colorado
$2.79K +$3.01K +35 New
FF
2813
Friedenthal Financial
New Jersey
$2.66K – – –
NRWA
2814
North Ridge Wealth Advisors
Oregon
$2.39K – – –
DCM
2815
Davis Capital Management
Florida
$2.39K -$86 -1 -3%
DF
2816
DecisionPoint Financial
Arizona
$2.15K – – –
MPW
2817
MASECO Private Wealth
$2.09K -$8.33K -97 -79%
DWS
2818
Dynamic Wealth Strategies
California
$1.99K +$2.15K +25 New
SA
2819
Seneschal Advisors
Washington
$1.91K – – –
NL
2820
NorthAvenue LLC
Ohio
$1.27K – – –
MFP
2821
Meramec Financial Planners
Missouri
$1.23K -$128K -1,485 -99%
UFF
2822
USA Financial Formulas
Michigan
$796 – – –
IA
2823
IFG Advisory
Georgia
$637 -$254K -2,963 -100%
P
2824
Palladiem
Pennsylvania
$427 – – –
SVWA
2825
Sarver Vrooman Wealth Advisors
Missouri
$398 – – –