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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
APSP
1901
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$151 +3 +0.3%
RAM
1902
Riggs Asset Management
Pennsylvania
$44K -$4.98K -99 -11%
RI
1903
Redwood Investments
Massachusetts
$44K
RBC
1904
Roble Belko & Company
Pennsylvania
$41K +$34.7K +690 +1,380%
RWM
1905
Raffa Wealth Management
District of Columbia
$40.5K +$1.86K +37 +5%
CFD
1906
Creative Financial Designs
Indiana
$40K +$36.2K +719 New
AP
1907
Advisors Preferred
Maryland
$37K -$11.7K -232 -26%
AIC
1908
Ayalon Insurance Company
Israel
$37K
SCA
1909
Stuart Chaussee & Associates
California
$35K
RFWA
1910
RPg Family Wealth Advisory
Massachusetts
$34.7K +$12.4K +246 +64%
IP
1911
Isthmus Partners
Wisconsin
$33K
ST
1912
Sphinx Trading
Illinois
$33K +$30.2K +600 New
HDIM
1913
Hanson & Doremus Investment Management
Vermont
$32.8K
FFW
1914
Fusion Family Wealth
New York
$32K +$29.9K +594 New
NC
1915
NewSquare Capital
Pennsylvania
$31K -$46.4K -922 -62%
NCM
1916
New Capital Management
Texas
$29K +$26.1K +519 New
OCM
1917
Oakview Capital Management
Texas
$28K +$25.1K +500 New
IWA
1918
IBEX Wealth Advisors
New Jersey
$25K +$22.9K +455 New
Financial Engines Advisors
1919
Financial Engines Advisors
California
$24K -$23.6K -469 -52%
MWM
1920
MinichMacGregor Wealth Management
New York
$24K -$11.1K -221 -33%
TCM
1921
TD Capital Management
Tennessee
$24K -$4.07K -81 -16%
TG
1922
TLP Group
Illinois
$24K +$22.3K +444 New
HWM
1923
Holloway Wealth Management
Florida
$23K
ES
1924
Equitec Specialists
Illinois
$22K -$146K -2,900 -88%
CAL
1925
Capital Advisors Ltd
Ohio
$22K +$5.38K +107 +38%