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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1801
Gables Capital Management
Florida
$94.8K +$12.1K +300 +16%
FP
1802
Financial Perspectives
Minnesota
$94.1K +$242 +6 +0.3%
JGIA
1803
Jackson Grant Investment Advisers
Connecticut
$93.6K – – –
SWM
1804
Sugarloaf Wealth Management
Georgia
$91.5K +$81 +2 +0.1%
LFASL
1805
Lugano Financial Advisors SA (LFA)
Switzerland
$91K – – –
ACA
1806
Atlas Capital Advisors
Wyoming
$88K – – –
GFPC
1807
Global Financial Private Client
Florida
$87.7K – – –
SAG
1808
Spotlight Asset Group
Illinois
$86.1K +$81.2K +2,018 New
AWM
1809
Ameliora Wealth Management
Switzerland
$85.4K -$12.1K -300 -13%
SOAMC
1810
Spirit of America Management Corp
New York
$85.4K – – –
AAG
1811
Armstrong Advisory Group
Massachusetts
$84.6K – – –
PIAS
1812
PCA Investment Advisory Services
Ohio
$83.2K +$78.4K +1,949 New
KFI
1813
Key Financial Inc
Pennsylvania
$83K +$11.6K +287 +17%
ATC
1814
Adirondack Trust Company
New York
$82.1K – – –
LTI
1815
Laffer Tengler Investments
Tennessee
$81.2K – – –
JEST
1816
JTC Employer Solutions Trustee
Jersey
$81K – – –
BDS
1817
Banco de Sabadell
Florida
$81K +$725 +18 +0.9%
TSWM
1818
Tyler-Stone Wealth Management
Ohio
$81K +$76.4K +1,898 New
FCT
1819
First Community Trust
Iowa
$79.7K -$13.9K -346 -16%
DIP
1820
DT Investment Partners
Pennsylvania
$76.6K – – –
EWM
1821
Endurance Wealth Management
Rhode Island
$76K – – –
WAS
1822
Winch Advisory Services
Wisconsin
$76K +$523 +13 +0.7%
PWMG
1823
Prestige Wealth Management Group
New Jersey
$75.2K -$30.7K -762 -30%
EARNEST Partners
1824
EARNEST Partners
Georgia
$75.2K – – –
SWA
1825
SOA Wealth Advisors
New York
$73.3K – – –