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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1876
Prestige Wealth Management Group
New Jersey
$66K
MF
1877
Manchester Financial
California
$66K +$65.6K +1,402 New
CWM
1878
Cranbrook Wealth Management
Michigan
$64K
RWA
1879
Redhawk Wealth Advisors
Minnesota
$63K +$62K +1,326 New
LWM
1880
Lenox Wealth Management
Ohio
$61K -$16.7K -358 -22%
SGAM
1881
Smith Group Asset Management
Texas
$61K +$2.34K +50 +4%
LF
1882
Lee Financial
Texas
$60K +$561 +12 +1%
TC
1883
Truvestments Capital
Florida
$59K -$7.29K -156 -11%
NC
1884
NewSquare Capital
Pennsylvania
$59K
FEG
1885
Financial Enhancement Group
Indiana
$56K +$327 +7 +0.6%
GWMIA
1886
Global Wealth Management Investment Advisory
Florida
$56K +$4.82K +103 +10%
MCA
1887
Mercer Capital Advisers
New Jersey
$55K +$47 +1 +0.1%
BL
1888
Balentine LLC
Georgia
$54K +$21.6K +461 +69%
MWC
1889
MBM Wealth Consultants
Missouri
$53K
LWS
1890
Lucia Wealth Services
California
$52K
KPCM
1891
Kings Point Capital Management
New York
$51K +$2.52K +54 +5%
TFA
1892
Transamerica Financial Advisors
Florida
$51K +$50.3K +1,076 New
TIM
1893
Tortoise Investment Management
New York
$50K +$795 +17 +2%
MWM
1894
Meridian Wealth Management
Kentucky
$49.6K +$49.1K +1,049 New
KFS
1895
Kelly Financial Services
Massachusetts
$47.3K +$1.59K +34 +4%
WAM
1896
Westport Asset Management
Connecticut
$47K
BRC
1897
Bell Rock Capital
Delaware
$46K -$109K -2,334 -70%
TCCM
1898
Timber Creek Capital Management
Massachusetts
$46K
WCG
1899
Weaver Consulting Group
California
$46K
MAM
1900
Marquette Asset Management
Minnesota
$44K