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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1651
Versant Capital Management
Arizona
$97K +$67K +1,575 +86%
KFI
1652
Key Financial Inc
Pennsylvania
$96K +$136K +3,210 New
RWA
1653
Ropes Wealth Advisors
Massachusetts
$94K -$187K -4,410 -57%
Larson Financial Group
1654
Larson Financial Group
Missouri
$91K +$94.2K +2,216 +233%
Capital International Inc
1655
Capital International Inc
California
$90K +$4.17K +98 +3%
WCG
1656
Weaver Consulting Group
California
$89K -$42.9K -1,009 -25%
BFC
1657
Bedel Financial Consulting
Indiana
$89K +$1.02K +24 +0.8%
M
1658
MOTCO
Texas
$85K -$50K -1,175 -29%
GAM
1659
Gemmer Asset Management
California
$84K -$17.5K -411 -12%
Bogart Wealth LLC
1660
Bogart Wealth LLC
Virginia
$83K – – –
PWMG
1661
Prestige Wealth Management Group
New Jersey
$83K +$19.9K +469 +19%
CFO
1662
CVA Family Office
Colorado
$83K +$123K +2,903 New
SWM
1663
Sugarloaf Wealth Management
Georgia
$81K -$1.57K -37 -1%
IF
1664
Ironwood Financial
Arizona
$81K – – –
GSWM
1665
Golden State Wealth Management
California
$81K +$120K +2,832 New
WB
1666
West Bancorporation
Iowa
$80K -$3.36K -79 -3%
PP
1667
Pacifica Partners
Canada
$80K +$11.5K +270 +11%
Capital Analysts LLC
1668
Capital Analysts LLC
Pennsylvania
$78K +$2.13K +50 +2%
Tower Research Capital (TRC)
1669
Tower Research Capital (TRC)
New York
$77K +$115K +2,695 New
FP
1670
Financial Perspectives
Minnesota
$76.6K – – –
WAS
1671
Winch Advisory Services
Wisconsin
$76K +$1.4K +33 +1%
Advisory Alpha
1672
Advisory Alpha
Michigan
$74.9K +$22.9K +539 +24%
ACA
1673
Atlas Capital Advisors
Wyoming
$74.6K -$68K -1,600 -38%
BCA
1674
Berman Capital Advisors
Georgia
$74K -$285K -6,711 -72%
CA
1675
Centerpoint Advisors
Massachusetts
$74K -$20K -470 -15%