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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PH
1801
Pinnacle Holdings
Oklahoma
$95K
GCM
1802
Gables Capital Management
Florida
$94.8K +$12.1K +300 +16%
FP
1803
Financial Perspectives
Minnesota
$94.1K +$242 +6 +0.3%
JGIA
1804
Jackson Grant Investment Advisers
Connecticut
$93.6K
SWM
1805
Sugarloaf Wealth Management
Georgia
$91.5K +$81 +2 +0.1%
LFASL
1806
Lugano Financial Advisors SA (LFA)
Switzerland
$91K
ACA
1807
Atlas Capital Advisors
Wyoming
$88K
GFPC
1808
Global Financial Private Client
Florida
$87.7K
SAG
1809
Spotlight Asset Group
Illinois
$86.1K +$81.2K +2,018 New
AWM
1810
Ameliora Wealth Management
Switzerland
$85.4K -$12.1K -300 -13%
SOAMC
1811
Spirit of America Management Corp
New York
$85.4K
AAG
1812
Armstrong Advisory Group
Massachusetts
$84.6K
PIAS
1813
PCA Investment Advisory Services
Ohio
$83.2K +$78.4K +1,949 New
KFI
1814
Key Financial Inc
Pennsylvania
$83K +$11.6K +287 +17%
ATC
1815
Adirondack Trust Company
New York
$82.1K
LTI
1816
Laffer Tengler Investments
Tennessee
$81.2K
JEST
1817
JTC Employer Solutions Trustee
Jersey
$81K
BDS
1818
Banco de Sabadell
Florida
$81K +$725 +18 +0.9%
TSWM
1819
Tyler-Stone Wealth Management
Ohio
$81K +$76.4K +1,898 New
FCT
1820
First Community Trust
Iowa
$79.7K -$13.9K -346 -16%
DIP
1821
DT Investment Partners
Pennsylvania
$76.6K
EWM
1822
Endurance Wealth Management
Rhode Island
$76K
WAS
1823
Winch Advisory Services
Wisconsin
$76K +$523 +13 +0.7%
PWMG
1824
Prestige Wealth Management Group
New Jersey
$75.2K -$30.7K -762 -30%
EARNEST Partners
1825
EARNEST Partners
Georgia
$75.2K