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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1876
Charter Oak Capital Management
New Hampshire
$24K -$22.3K -500 -48%
BCPWM
1877
Bradley & Co Private Wealth Management
Florida
$24K
LPWM
1878
Lake Point Wealth Management
Texas
$24K +$23.9K +536 New
SIS
1879
Sound Income Strategies
Florida
$19K +$8.93K +200 +88%
T2I
1880
Turim 21 Investimentos
Brazil
$19K +$18.4K +412 New
IRAG
1881
Investment Research & Advisory Group
Georgia
$18K
OCM
1882
Orion Capital Management
California
$18K
PAI
1883
Pittenger & Anderson Inc
Nebraska
$18K
SFP
1884
Sterling Financial Planning
New Jersey
$18K
TIM
1885
Tortoise Investment Management
New York
$18K
SCA
1886
Stuart Chaussee & Associates
California
$17K
HF
1887
Halpern Financial
Virginia
$16.7K
CFFP
1888
Center for Financial Planning
Michigan
$16K
VIMU
1889
Veritas Investment Management (UK)
United Kingdom
$16K
MFM
1890
MD Financial Management
Ontario, Canada
$15K -$4.02M -90,045 -100%
AFIA
1891
America First Investment Advisors
Nebraska
$15K -$5.72K -128 -27%
HDIM
1892
Hanson & Doremus Investment Management
Vermont
$15K -$1.92K -43 -6%
CCM
1893
Cribstone Capital Management
Maine
$15K
FI
1894
FormulaFolio Investments
Michigan
$15K
FPW
1895
Flagship Private Wealth
Massachusetts
$14.2K
TFM
1896
TFC Financial Management
Massachusetts
$14K
CBT
1897
Central Bank & Trust
Kentucky
$14K +$6.65K +149 +90%
RWM
1898
Raffa Wealth Management
District of Columbia
$12.2K -$5.67K -127 -32%
SIAP
1899
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
TFGT
1900
TS Financial Group (TSFG)
Illinois
$11K