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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1801
Kings Point Capital Management
New York
$80K +$1.97K +44 +3%
SB
1802
Strategic Blueprint
Georgia
$80K +$79.1K +1,772 New
SWA
1803
SOA Wealth Advisors
New York
$79K +$4.38K +98 +6%
AIC
1804
Archer Investment Corporation
Indiana
$78.3K
FCMT
1805
Founders Capital Management (Texas)
Texas
$77K
LWA
1806
Lenox Wealth Advisors
New York
$77K +$6.56K +147 +9%
ATC
1807
Adirondack Trust Company
New York
$76K -$10.6K -237 -12%
BAM
1808
Bellevue Asset Management
Washington
$75K
CTB
1809
Country Trust Bank
Illinois
$75K
FFA
1810
Freedman Financial Associates
Massachusetts
$75K
ADL
1811
Asset Dedication LLC
California
$74K +$9.47K +212 +16%
AssetMark Inc
1812
AssetMark Inc
California
$71K +$70.1K +1,570 New
CFN
1813
Cordasco Financial Network
Florida
$68K
SGAM
1814
Smith Group Asset Management
Texas
$67K -$18.8K -420 -22%
MS
1815
Mizuho Securities
Japan
$65K +$50.9K +1,139 +398%
SWM
1816
Selective Wealth Management
Virginia
$64K -$30K -672 -32%
PP
1817
Pacifica Partners
Canada
$64K
DWA
1818
Dougherty Wealth Advisers
Minnesota
$63K
LFG
1819
Larson Financial Group
Missouri
$62K +$6.25K +140 +11%
AWM
1820
Accel Wealth Management
Iowa
$61K +$89 +2 +0.1%
EIP
1821
Ellis Investment Partners
Pennsylvania
$60K -$45 -1 -0.1%
HWA
1822
Heritage Wealth Advisors
Virginia
$59.1K
TAIM
1823
TD Ameritrade Investment Management
Nebraska
$59K -$3.44K -77 -6%
FFG
1824
Ford Financial Group
California
$59K +$58.2K +1,303 New
CWM
1825
Cranbrook Wealth Management
Michigan
$58K -$21K -470 -27%