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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1801
Pittenger & Anderson Inc
Nebraska
$79.8K – – –
LFASL
1802
Lugano Financial Advisors SA (LFA)
Switzerland
$79.7K -$162K -3,721 -64%
AT
1803
Avalon Trust
New Mexico
$77.9K +$90.8K +2,083 New
ACA
1804
Atlas Capital Advisors
Wyoming
$77K – – –
GFPC
1805
Global Financial Private Client
Florida
$76.2K – – –
DFCM
1806
Dark Forest Capital Management
Puerto Rico
$75K +$75.4K +1,731 +627%
SOAMC
1807
Spirit of America Management Corp
New York
$74.8K -$196K -4,500 -69%
AAG
1808
Armstrong Advisory Group
Massachusetts
$74.1K -$10.9K -250 -11%
BDS
1809
Banco de Sabadell
Florida
$72K +$59.4K +1,362 +244%
BWM
1810
Baystate Wealth Management
Massachusetts
$71.9K +$58.9K +1,351 +236%
GCM
1811
Gables Capital Management
Florida
$71.8K +$5.23K +120 +7%
LTI
1812
Laffer Tengler Investments
Tennessee
$71.1K – – –
JEST
1813
JTC Employer Solutions Trustee
Jersey
$71K – – –
DIP
1814
DT Investment Partners
Pennsylvania
$67.7K +$45.8K +1,051 +168%
EWM
1815
Endurance Wealth Management
Rhode Island
$67K – – –
ATC
1816
Adirondack Trust Company
New York
$66.5K – – –
WAS
1817
Winch Advisory Services
Wisconsin
$66K +$523 +12 +0.7%
EARNEST Partners
1818
EARNEST Partners
Georgia
$65.8K – – –
SWA
1819
SOA Wealth Advisors
New York
$64.2K – – –
WAM
1820
WFA Asset Management
Wisconsin
$62.9K +$52.3K +1,200 +248%
AWM
1821
Abound Wealth Management
Tennessee
$62.5K +$11.8K +270 +19%
KFI
1822
Key Financial Inc
Pennsylvania
$61.9K – – –
BHWM
1823
Bay Harbor Wealth Management
Maryland
$61.6K +$262 +6 +0.4%
MFG
1824
Mendota Financial Group
Wisconsin
$61.6K – – –
DAC
1825
Dividend Assets Capital
South Carolina
$59K – – –