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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1901
Accurate Investment Solutions
Pennsylvania
$44K +$94 +2 +0.2%
SFG
1902
SevenBridge Financial Group
Pennsylvania
$40K +$4.68K +100 +8%
GTAM
1903
Global Trust Asset Management
Florida
$40K +$223K +4,765 +643%
LPWM
1904
Lake Point Wealth Management
Texas
$39K – – –
SCA
1905
Stuart Chaussee & Associates
California
$37K – – –
FGAM
1906
Financial Gravity Asset Management
Texas
$35K -$1.22K -26 -3%
HIIFS
1907
Harel Insurance Investments & Financial Services
Israel
$33K -$15.2M -324,526 -100%
CFA
1908
Camarda Financial Advisors
Florida
$33K – – –
NCM
1909
Next Capital Management
New York
$32K +$32K +685 New
CT
1910
Clearstead Trust
Maine
$31K -$17.5K -375 -37%
SIAP
1911
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K -$9.35K -200 -24%
JAM
1912
JCIC Asset Management
Ontario, Canada
$30K – – –
LWA
1913
Lenox Wealth Advisors
New York
$29K -$95.7K -2,046 -77%
TFGT
1914
TS Financial Group (TSFG)
Illinois
$29K -$2.2K -47 -7%
FWM
1915
Focused Wealth Management
New York
$29K – – –
VIMU
1916
Veritas Investment Management (UK)
United Kingdom
$26K – – –
NCM
1917
New Capital Management
Texas
$25K – – –
MCM
1918
MV Capital Management
Maryland
$25K +$1.12K +24 +5%
EWA
1919
Evolution Wealth Advisors
Florida
$25K +$25.1K +536 New
ST
1920
Sageworth Trust
Pennsylvania
$24K -$5.66K -121 -19%
CFN
1921
Cordasco Financial Network
Florida
$24K – – –
PCMK
1922
Paragon Capital Management (Kansas)
Kansas
$24K +$19.9K +425 +506%
RAM
1923
Riggs Asset Management
Pennsylvania
$23K – – –
RBC
1924
Roble Belko & Company
Pennsylvania
$22K -$10.2K -218 -32%
TCM
1925
TD Capital Management
Tennessee
$20K – – –
75 76
77
78 79