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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1826
Investment Research & Advisory Group
Georgia
$16K – – –
OCM
1827
Orion Capital Management
California
$16K – – –
SFP
1828
Sterling Financial Planning
New Jersey
$16K – – –
TIM
1829
Tortoise Investment Management
New York
$16K +$12.4K +350 +700%
RWM
1830
Raffa Wealth Management
District of Columbia
$15.5K +$2.05K +58 +17%
BAMG
1831
Brand Asset Management Group
Missouri
$15K +$13.8K +391 New
HF
1832
Halpern Financial
Virginia
$14.4K +$13K +368 New
CFFP
1833
Center for Financial Planning
Michigan
$14K -$16.2K -457 -56%
VIMU
1834
Veritas Investment Management (UK)
United Kingdom
$14K – – –
SCA
1835
Stuart Chaussee & Associates
California
$14K +$12.9K +365 New
CCM
1836
Cribstone Capital Management
Maine
$13K – – –
FPW
1837
Flagship Private Wealth
Massachusetts
$12.9K -$24.8K -700 -68%
EWA
1838
Evolution Wealth Advisors
Florida
$12K – – –
TFM
1839
TFC Financial Management
Massachusetts
$12K – – –
MFT
1840
Moisand Fitzgerald Tamayo
Florida
$12K +$5.31K +150 +100%
MS
1841
Mizuho Securities
Japan
$11K -$708 -20 -7%
AJ
1842
Ashburton (Jersey)
Jersey
$11K – – –
SIAP
1843
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$35 +1 +0.4%
CWA
1844
Carolina Wealth Advisors
South Carolina
$10K +$4.82K +136 +120%
TFGT
1845
TS Financial Group (TSFG)
Illinois
$9K -$2.58K -73 -23%
RBC
1846
Roble Belko & Company
Pennsylvania
$9K – – –
SIS
1847
Sound Income Strategies
Florida
$8.87K -$6.94K -196 -46%
FNBOSM
1848
First National Bank of South Miami
Florida
$8K – – –
GG
1849
Gleason Group
Kentucky
$8K – – –
FMP
1850
Financial Management Professionals
Texas
$8K +$6.12K +173 +455%
72 73
74
75 76