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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
1701
Johnson & White Wealth Management
Pennsylvania
$258K +$43 +1 +0%
CG
1702
CFO4Life Group
Texas
$258K -$7.59K -176 -3%
CWG
1703
Crown Wealth Group
North Carolina
$257K +$225K +5,225 New
RWA
1704
Redhawk Wealth Advisors
Minnesota
$257K -$7.34K -170 -3%
MIA
1705
MMBG Investment Advisors
Florida
$257K +$225K +5,220 New
MRCM
1706
M&R Capital Management
New Jersey
$256K +$432 +10 +0.2%
BFIC
1707
Bedell Frazier Investment Counselling
California
$255K -$1.08K -25 -0.5%
MPCG
1708
Matrix Private Capital Group
New York
$254K -$3.88K -90 -2%
NFP
1709
Narus Financial Partners
Utah
$253K
VDI
1710
Vaughan David Investments
Illinois
$253K +$222K +5,145 New
AA
1711
Advisory Alpha
Michigan
$253K -$4.1K -95 -2%
PAMG
1712
Patton Albertson Miller Group
Tennessee
$252K -$12K -278 -5%
BHB
1713
Bank Hapoalim BM
Israel
$252K -$110K -2,545 -33%
BWA
1714
Burt Wealth Advisors
Maryland
$252K
WCA
1715
Westover Capital Advisors
Delaware
$252K +$2.98K +69 +1%
KCFA
1716
Key Client Fiduciary Advisors
New Jersey
$252K
WPP
1717
Whalerock Point Partners
Rhode Island
$251K
WMA
1718
Wealth Management Associates
New Jersey
$251K +$220K +5,106 New
IIM
1719
Ipswich Investment Management
Massachusetts
$251K -$12.9K -300 -6%
BMCM
1720
Black Maple Capital Management
Wisconsin
$251K -$43.2K -1,000 -16%
VCP
1721
Verus Capital Partners
Arizona
$250K -$15.2K -353 -6%
LCS
1722
Levin Capital Strategies
New York
$250K
AAM
1723
Augustine Asset Management
Florida
$250K +$216 +5 +0.1%
AMBIA
1724
Allen Mooney & Barnes Investment Advisors
Georgia
$249K +$219K +5,064 New
Bank Julius Baer & Co
1725
Bank Julius Baer & Co
Switzerland
$249K -$2.5K -58 -1%