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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1876
Alpha Omega Wealth Management
Virginia
$97K -$21.1K -369 -17%
CIR
1877
Clear Investment Research
Georgia
$96K -$20.6K -361 -17%
PR
1878
Payden & Rygel
California
$95K
TC
1879
Truvestments Capital
Florida
$92K +$100K +1,752 New
CHP
1880
Cable Hill Partners
Oregon
$91K +$514 +9 +0.5%
FGAM
1881
Financial Gravity Asset Management
Texas
$86K +$66.3K +1,161 +243%
LWM
1882
Lenox Wealth Management
Ohio
$75K -$3.48K -61 -4%
TFA
1883
Transamerica Financial Advisors
Florida
$74K +$66.3K +1,162 +503%
AAIM
1884
Asset Advisors Investment Management
Georgia
$73K +$78.9K +1,382 New
CWM
1885
Cranbrook Wealth Management
Michigan
$71K
BA
1886
Ballew Advisors
Mississippi
$70K +$8.96K +157 +13%
BWM
1887
Baystate Wealth Management
Massachusetts
$69K -$13.9K -243 -16%
AJ
1888
Ashburton (Jersey)
Jersey
$68K
FEG
1889
Financial Enhancement Group
Indiana
$68K +$11.8K +207 +19%
NIM
1890
NuWave Investment Management
New Jersey
$68K +$66.5K +1,165 +869%
WIM
1891
Westside Investment Management
California
$67.5K -$10.8K -189 -14%
EAM
1892
Exane Asset Management
France
$67.1K +$72.9K +1,277 New
SGAM
1893
Smith Group Asset Management
Texas
$64K -$19.4K -340 -22%
NC
1894
NewSquare Capital
Pennsylvania
$62K
CAG
1895
Csenge Advisory Group
Florida
$61K -$362K -6,344 -84%
KPCM
1896
Kings Point Capital Management
New York
$60K +$6.62K +116 +11%
LWS
1897
Lucia Wealth Services
California
$58K -$1.6K -28 -2%
PG
1898
Patten Group
Tennessee
$58K
MSFP
1899
Mark Sheptoff Financial Planning
Connecticut
$54K -$1.77K -31 -3%
CI
1900
CX Institutional
Indiana
$52K