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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1876
Foster Dykema Cabot & Co
Massachusetts
$42K – – –
MFT
1877
Moisand Fitzgerald Tamayo
Florida
$41.9K – – –
Loomis, Sayles & Company
1878
Loomis, Sayles & Company
Massachusetts
$41K -$725K -18,000 -95%
WAM
1879
Worth Asset Management
Texas
$40.5K – – –
RFA
1880
Resurgent Financial Advisors
Georgia
$38.7K +$483 +12 +1%
LG
1881
LAM Group
Oregon
$38.4K – – –
CJL
1882
Cyrus J. Lawrence
New York
$38K – – –
PP
1883
PrairieView Partners
Minnesota
$36K -$185K -4,594 -84%
TIM
1884
Tortoise Investment Management
New York
$34.1K – – –
TCM
1885
Tradewinds Capital Management
Washington
$33.9K – – –
CTB
1886
Country Trust Bank
Illinois
$33.2K – – –
Marshall Wace
1887
Marshall Wace
United Kingdom
$31.6K +$29.8K +740 New
FCG
1888
Financial Connections Group
California
$31K +$22.1K +550 +288%
TCCM
1889
Timber Creek Capital Management
Massachusetts
$29.9K – – –
IAS
1890
IMA Advisory Services
Colorado
$29.6K – – –
SWA
1891
Sutton Wealth Advisors
Florida
$29K -$3.74K -93 -12%
BC
1892
Barrett & Company
Rhode Island
$28.4K – – –
TFM
1893
TFC Financial Management
Massachusetts
$28K +$11.1K +276 +73%
SVCP
1894
Silicon Valley Capital Partners
California
$27.5K -$110K -2,729 -81%
CMA
1895
Cedar Mountain Advisors
Oregon
$27.4K +$3.18K +79 +14%
TC
1896
Truvestments Capital
Florida
$27.2K +$121 +3 +0.5%
QL
1897
Quarry LP
New York
$27K -$934K -23,197 -97%
SIA
1898
SkyView Investment Advisors
New Jersey
$27K – – –
TF
1899
TimeScale Financial
Massachusetts
$25.7K +$161 +4 +0.7%
RFG
1900
RFP Financial Group
Georgia
$25.7K – – –