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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1551
Institute for Wealth Management
Colorado
$551K -$35.8K -525 -6%
GITFIT
1552
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$550K -$81.9K -1,200 -13%
DA
1553
Doliver Advisors
Texas
$550K
WC
1554
Weil Company
California
$549K
MA
1555
MCF Advisors
Kentucky
$544K +$16K +235 +3%
PA
1556
PFG Advisors
Arizona
$544K -$6.42M -94,017 -92%
AC
1557
AlphaCore Capital
California
$544K +$4.51K +66 +0.9%
TCM
1558
Tradewinds Capital Management
Washington
$543K +$239K +3,494 +82%
BFWA
1559
Benchmark Financial Wealth Advisors
Florida
$543K +$2.73K +40 +0.5%
SIG
1560
Sky Investment Group
Connecticut
$541K -$6.14K -90 -1%
FCIM
1561
Fairview Capital Investment Management
California
$538K -$41K -600 -7%
IWA
1562
Icon Wealth Advisors
Texas
$536K -$70.5K -1,032 -12%
AO
1563
Advisor OS
Illinois
$536K +$203K +2,972 +64%
CWP
1564
Concord Wealth Partners
Virginia
$535K -$53.7K -786 -9%
CIA
1565
Cape Investment Advisory
Georgia
$534K +$41.3K +605 +9%
HR
1566
Howe & Rusling
New York
$534K +$181K +2,654 +54%
CWM
1567
Connecticut Wealth Management
Connecticut
$534K +$7.71K +113 +2%
FPCP
1568
Fort Point Capital Partners
California
$533K -$65.3K -957 -11%
DWM
1569
DKM Wealth Management
California
$531K +$516K +7,565 New
KFGK
1570
Keystone Financial Group (Kentucky)
Kentucky
$530K -$134K -1,964 -21%
AIM
1571
Advyzon Investment Management
Illinois
$530K +$515K +7,541 New
EW
1572
Evoke Wealth
California
$529K +$91.6K +1,341 +22%
TH
1573
TCTC Holdings
Texas
$529K +$10.4K +152 +2%
EGA
1574
E&G Advisors
Texas
$528K +$67.3K +986 +15%
MFG
1575
Mosaic Financial Group
Illinois
$528K -$12.7K -186 -2%