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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1876
JTC Employer Solutions Trustee
Jersey
$79K
LTI
1877
Laffer Tengler Investments
Tennessee
$78.6K
WOSD
1878
WFA of San Diego
California
$78.5K +$84.1K +1,900 New
JGIA
1879
Jackson Grant Investment Advisers
Connecticut
$76.4K
GGI
1880
Godsey & Gibb Inc
Virginia
$74.5K +$79.9K +1,805 New
GCM
1881
Gables Capital Management
Florida
$74.3K
EWM
1882
Endurance Wealth Management
Rhode Island
$74K
ATC
1883
Adirondack Trust Company
New York
$73.5K -$33.9K -766 -30%
WAS
1884
Winch Advisory Services
Wisconsin
$73K +$487 +11 +0.6%
EARNEST Partners
1885
EARNEST Partners
Georgia
$72.7K
PH
1886
Pinnacle Holdings
Oklahoma
$71.5K +$76.7K +1,732 New
SWA
1887
SOA Wealth Advisors
New York
$70.9K
PP
1888
Pacifica Partners
Canada
$70.2K
AWM
1889
Accurate Wealth Management
Florida
$68.4K +$71.4K +1,614 New
BHWM
1890
Bay Harbor Wealth Management
Maryland
$68K -$266 -6 -0.4%
BWL
1891
Bogart Wealth LLC
Virginia
$67.1K -$9.07K -205 -11%
Bank Julius Baer & Co
1892
Bank Julius Baer & Co
Switzerland
$67K +$974 +22 +1%
KFI
1893
Key Financial Inc
Pennsylvania
$66.6K
AWM
1894
Accel Wealth Management
Iowa
$66.2K +$5.4K +122 +8%
FMTCOCP
1895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K -$8.41K -190 -11%
SIC
1896
SJS Investment Consulting
Ohio
$64.9K +$4.34K +98 +7%
OIA
1897
Optimum Investment Advisors
Illinois
$62.1K -$44.3K -1,000 -40%
AFS
1898
Annapolis Financial Services
Maryland
$61.3K +$89 +2 +0.1%
LWP
1899
Lumature Wealth Partners
Georgia
$61.1K -$12K -270 -15%
BCMLT
1900
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.6K +$266 +6 +0.4%