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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1801
JTC Employer Solutions Trustee
Jersey
$78K – – –
TSWM
1802
Tyler-Stone Wealth Management
Ohio
$78K – – –
LTI
1803
Laffer Tengler Investments
Tennessee
$77.8K – – –
FCT
1804
First Community Trust
Iowa
$76.3K – – –
RL
1805
Rogco LP
Oklahoma
$74.9K +$79.2K +1,834 New
BWL
1806
Bogart Wealth LLC
Virginia
$74.2K +$12.4K +288 +19%
WAS
1807
Winch Advisory Services
Wisconsin
$74K +$648 +15 +0.8%
GCM
1808
Gables Capital Management
Florida
$73.5K -$18.1K -420 -19%
EARNEST Partners
1809
EARNEST Partners
Georgia
$72K – – –
ATC
1810
Adirondack Trust Company
New York
$71.9K -$820 -19 -1%
WAM
1811
WFA Asset Management
Wisconsin
$70.4K +$1.73K +40 +2%
SWA
1812
SOA Wealth Advisors
New York
$70.2K – – –
APW
1813
Acima Private Wealth
Virginia
$68.9K -$38.2K -885 -34%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K – – –
AWM
1815
Abound Wealth Management
Tennessee
$67.1K +$1.25K +29 +2%
MFG
1816
Mendota Financial Group
Wisconsin
$65.5K – – –
CT
1817
Clearstead Trust
Maine
$65.1K -$64.2K -1,488 -48%
FMTCOCP
1818
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K – – –
BHWM
1819
Bay Harbor Wealth Management
Maryland
$63.7K +$1.17K +27 +2%
KFI
1820
Key Financial Inc
Pennsylvania
$63.6K -$16.7K -387 -20%
RTC
1821
Riverview Trust Company
Washington
$62.5K – – –
KIG
1822
Kessler Investment Group
Indiana
$62.1K – – –
MIM
1823
Macroview Investment Management
Maryland
$61.3K +$64.8K +1,500 New
CWC
1824
Carolinas Wealth Consulting
North Carolina
$61.2K -$101K -2,343 -60%
BCM
1825
BluePath Capital Management
Georgia
$59.4K +$62.8K +1,455 New