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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1701
CFO4Life Group
Texas
$258K -$7.59K -176 -3%
CWG
1702
Crown Wealth Group
North Carolina
$257K +$225K +5,225 New
RWA
1703
Redhawk Wealth Advisors
Minnesota
$257K -$7.34K -170 -3%
MIA
1704
MMBG Investment Advisors
Florida
$257K +$225K +5,220 New
MRCM
1705
M&R Capital Management
New Jersey
$256K +$432 +10 +0.2%
BFIC
1706
Bedell Frazier Investment Counselling
California
$255K -$1.08K -25 -0.5%
MPCG
1707
Matrix Private Capital Group
New York
$254K -$3.88K -90 -2%
NFP
1708
Narus Financial Partners
Utah
$253K – – –
VDI
1709
Vaughan David Investments
Illinois
$253K +$222K +5,145 New
AA
1710
Advisory Alpha
Michigan
$253K -$4.1K -95 -2%
PAMG
1711
Patton Albertson Miller Group
Tennessee
$252K -$12K -278 -5%
BHB
1712
Bank Hapoalim BM
Israel
$252K -$110K -2,545 -33%
BWA
1713
Burt Wealth Advisors
Maryland
$252K – – –
WCA
1714
Westover Capital Advisors
Delaware
$252K +$2.98K +69 +1%
KCFA
1715
Key Client Fiduciary Advisors
New Jersey
$252K – – –
WPP
1716
Whalerock Point Partners
Rhode Island
$251K – – –
WMA
1717
Wealth Management Associates
New Jersey
$251K +$220K +5,106 New
IIM
1718
Ipswich Investment Management
Massachusetts
$251K -$12.9K -300 -6%
BMCM
1719
Black Maple Capital Management
Wisconsin
$251K -$43.2K -1,000 -16%
VCP
1720
Verus Capital Partners
Arizona
$250K -$15.2K -353 -6%
LCS
1721
Levin Capital Strategies
New York
$250K – – –
AAM
1722
Augustine Asset Management
Florida
$250K +$216 +5 +0.1%
AMBIA
1723
Allen Mooney & Barnes Investment Advisors
Georgia
$249K +$219K +5,064 New
Bank Julius Baer & Co
1724
Bank Julius Baer & Co
Switzerland
$249K -$2.5K -58 -1%
AWM
1725
Avaii Wealth Management
Wisconsin
$249K -$1.04K -24 -0.5%