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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1776
Freedman Financial Associates
Massachusetts
$77K – – –
SGAM
1777
Smith Group Asset Management
Texas
$74K +$4.95K +107 +7%
Loomis, Sayles & Company
1778
Loomis, Sayles & Company
Massachusetts
$70K -$63.1K -1,364 -47%
CFN
1779
Cordasco Financial Network
Florida
$70K – – –
PP
1780
Pacifica Partners
Canada
$69K – – –
EBA
1781
Eagle Bay Advisors
New York
$69K +$22.5K +486 +47%
LWA
1782
Lenox Wealth Advisors
New York
$68K -$10.8K -234 -14%
SFO
1783
Standard Family Office
South Dakota
$65K -$268K -5,781 -81%
FP
1784
Financial Perspectives
Minnesota
$62.1K -$24.1K -521 -28%
VCM
1785
Versant Capital Management
Arizona
$62K -$116K -2,501 -65%
DWA
1786
Dougherty Wealth Advisers
Minnesota
$61K -$3.47K -75 -5%
EIP
1787
Ellis Investment Partners
Pennsylvania
$61K – – –
HWA
1788
Heritage Wealth Advisors
Virginia
$60.6K – – –
JMF
1789
Johnson Midwest Financial
Iowa
$60K +$231 +5 +0.4%
LWP
1790
Lumature Wealth Partners
Georgia
$60K +$9.21K +199 +18%
CWM
1791
Cranbrook Wealth Management
Michigan
$59K – – –
KFI
1792
Key Financial Inc
Pennsylvania
$59K +$3.56K +77 +6%
EWA
1793
Evolution Wealth Advisors
Florida
$56K -$181K -3,901 -76%
ME
1794
McIlrath & Eck
Washington
$56K – – –
KFS
1795
Kelly Financial Services
Massachusetts
$54.9K +$139 +3 +0.3%
PO
1796
Private Ocean
California
$52K -$107K -2,320 -68%
MWC
1797
MBM Wealth Consultants
Missouri
$52K – – –
NC
1798
NewSquare Capital
Pennsylvania
$51K +$1.3K +28 +3%
AWM
1799
Accel Wealth Management
Iowa
$49K -$12.8K -276 -21%
DOA
1800
D'Orazio & Associates
Virginia
$48K -$71.1K -1,536 -60%