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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1826
Holloway Wealth Management
Florida
$30K – – –
UAML
1827
US Asset Management LLC
Pennsylvania
$30K +$29.5K +637 New
CMA
1828
Cedar Mountain Advisors
Oregon
$29K -$3.06K -66 -10%
IPW
1829
IronBridge Private Wealth
Texas
$29K – – –
RIA
1830
RPG Investment Advisory
California
$29K – – –
GM
1831
GeoWealth Management
Illinois
$29K +$1.16K +25 +4%
M
1832
MOTCO
Texas
$28K -$387K -8,357 -93%
AWM
1833
AllSquare Wealth Management
New York
$28K -$55.5K -1,200 -67%
CIA
1834
Cascade Investment Advisors
Oregon
$27.8K -$13.9K -300 -33%
TF
1835
TimeScale Financial
Massachusetts
$27K +$93 +2 +0.3%
CA
1836
Centerpoint Advisors
Massachusetts
$26K – – –
CT
1837
Clearstead Trust
Maine
$26K +$26.4K +570 New
BCPWM
1838
Bradley & Co Private Wealth Management
Florida
$25K – – –
LPWM
1839
Lake Point Wealth Management
Texas
$25K – – –
TAIM
1840
TD Ameritrade Investment Management
Nebraska
$24K -$12.9K -278 -21%
TFM
1841
TFC Financial Management
Massachusetts
$23K +$7.68K +166 +52%
TVWM
1842
Tower View Wealth Management
Wisconsin
$23K +$23.1K +500 New
BWM
1843
Baystate Wealth Management
Massachusetts
$21K +$10.3K +223 +95%
SIS
1844
Sound Income Strategies
Florida
$20K – – –
TCWM
1845
Total Clarity Wealth Management
Illinois
$20K +$20.1K +435 New
IRAG
1846
Investment Research & Advisory Group
Georgia
$19K – – –
OCM
1847
Orion Capital Management
California
$19K – – –
PAI
1848
Pittenger & Anderson Inc
Nebraska
$19K – – –
SFP
1849
Sterling Financial Planning
New Jersey
$19K – – –
TIM
1850
Tortoise Investment Management
New York
$19K – – –
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