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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1876
Centerpoint Advisors
Massachusetts
$25K +$24.9K +558 New
COCM
1877
Charter Oak Capital Management
New Hampshire
$24K -$22.3K -500 -48%
BCPWM
1878
Bradley & Co Private Wealth Management
Florida
$24K – – –
LPWM
1879
Lake Point Wealth Management
Texas
$24K +$23.9K +536 New
SIS
1880
Sound Income Strategies
Florida
$19K +$8.93K +200 +88%
T2I
1881
Turim 21 Investimentos
Brazil
$19K +$18.4K +412 New
IRAG
1882
Investment Research & Advisory Group
Georgia
$18K – – –
OCM
1883
Orion Capital Management
California
$18K – – –
PAI
1884
Pittenger & Anderson Inc
Nebraska
$18K – – –
SFP
1885
Sterling Financial Planning
New Jersey
$18K – – –
TIM
1886
Tortoise Investment Management
New York
$18K – – –
SCA
1887
Stuart Chaussee & Associates
California
$17K – – –
HF
1888
Halpern Financial
Virginia
$16.7K – – –
CFFP
1889
Center for Financial Planning
Michigan
$16K – – –
VIMU
1890
Veritas Investment Management (UK)
United Kingdom
$16K – – –
MFM
1891
MD Financial Management
Ontario, Canada
$15K -$4.02M -90,045 -100%
AFIA
1892
America First Investment Advisors
Nebraska
$15K -$5.72K -128 -27%
HDIM
1893
Hanson & Doremus Investment Management
Vermont
$15K -$1.92K -43 -6%
CCM
1894
Cribstone Capital Management
Maine
$15K – – –
FI
1895
FormulaFolio Investments
Michigan
$15K – – –
FPW
1896
Flagship Private Wealth
Massachusetts
$14.2K – – –
TFM
1897
TFC Financial Management
Massachusetts
$14K – – –
CBT
1898
Central Bank & Trust
Kentucky
$14K +$6.65K +149 +90%
RWM
1899
Raffa Wealth Management
District of Columbia
$12.2K -$5.67K -127 -32%
SIAP
1900
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –