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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1601
Global Financial Private Client
Florida
$61K +$20.8K +805 +66%
CFO
1602
CVA Family Office
Colorado
$60K +$26 +1 +0.1%
RG
1603
Retirement Group
California
$60K +$51.3K +1,982 +7,079%
EWM
1604
Endurance Wealth Management
Rhode Island
$58K +$31.1K +1,200 +164%
ATC
1605
Adirondack Trust Company
New York
$57K -$21.2K -820 -30%
PIA
1606
Powell Investment Advisors
Florida
$57K
LTI
1607
Laffer Tengler Investments
Tennessee
$56.6K
FP
1608
Financial Perspectives
Minnesota
$56.1K -$20.9K -808 -30%
CAL
1609
Capital Analysts LLC
Pennsylvania
$55K -$24.3K -940 -34%
OC
1610
Oakworth Capital
Alabama
$55K +$207 +8 +0.4%
SWA
1611
SOA Wealth Advisors
New York
$55K +$42.9K +1,658 New
TAM
1612
Tucker Asset Management
Colorado
$54.5K +$46.8K +1,806 New
GCM
1613
Gables Capital Management
Florida
$54K -$15.5K -600 -25%
SGAM
1614
Smith Group Asset Management
Texas
$54K -$311 -12 -0.7%
CIR
1615
Clear Investment Research
Georgia
$54K
EARNEST Partners
1616
EARNEST Partners
Georgia
$53K -$2.31M -89,353 -98%
JFGIW
1617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K -$31.6K -1,219 -41%
CWM
1618
Centric Wealth Management
Illinois
$53K +$45.3K +1,749 New
TI
1619
tru Independence
Oregon
$52.9K +$80.3K +3,100 +106%
BAM
1620
Bellevue Asset Management
Washington
$52K -$2.56K -99 -6%
CTB
1621
Country Trust Bank
Illinois
$50K
SWM
1622
Selective Wealth Management
Virginia
$50K +$1.01K +39 +2%
WWM
1623
Wolff Wiese Magana
California
$50K +$42.7K +1,650 New
FFA
1624
Freedman Financial Associates
Massachusetts
$50K +$43.1K +1,664 New
BWM
1625
Birchcreek Wealth Management
Ohio
$49K +$42.6K +1,645 New