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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GG
1726
Gleason Group
Kentucky
$5K -$41.3K -1,509 -88%
AC
1727
AlphaCore Capital
California
$5K -$2.74K -100 -32%
FNBOSM
1728
First National Bank of South Miami
Florida
$5K
TFGT
1729
TS Financial Group (TSFG)
Illinois
$5K +$793 +29 +19%
MLFP
1730
MPS Loria Financial Planners
Illinois
$5K +$5.06K +185 New
CAL
1731
Capital Advisors Ltd
Ohio
$4K -$9.6K -351 -67%
BHWM
1732
Bay Harbor Wealth Management
Maryland
$4K -$55 -2 -1%
FA
1733
Fortis Advisors
Pennsylvania
$4K
MS
1734
Mizuho Securities
Japan
$4K +$4.1K +150 New
HS
1735
Horan Securities
United States
$4K +$4.38K +160 New
CQS
1736
Credential Qtrade Securities
$3.51K -$10.8K -396 -74%
PGAM
1737
Princeton Global Asset Management
New Jersey
$3K -$274 -10 -7%
JPLA
1738
Joseph P. Lucia & Associates
New York
$3K
SIA
1739
SeaBridge Investment Advisors
New Jersey
$3K
CAM
1740
ClariVest Asset Management
California
$3K +$2.54K +93 New
SMFG
1741
Sumitomo Mitsui Financial Group
Japan
$3K +$2.79K +102 New
FMP
1742
Financial Management Professionals
Texas
$3K +$2.85K +104 New
PG
1743
Proffitt & Goodson
Tennessee
$3K +$3.31K +121 New
BSAM
1744
Blue Square Asset Management
New York
$3K +$3.45K +126 New
CA
1745
Centerpoint Advisors
Massachusetts
$2K -$68.4K -2,500 -97%
BCM
1746
Bourgeon Capital Management
Connecticut
$2K
LAS
1747
Lloyd Advisory Services
Georgia
$2K +$27 +1 +2%
RG
1748
Retirement Group
California
$1K +$766 +28 New
RCA
1749
Reitz Capital Advisors
Michigan
$1K +$821 +30 New
WIM
1750
Westside Investment Management
California
$7 -$1.64K -60 -17%