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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1901
RFP Financial Group
Georgia
$25.7K – – –
CSS
1902
Cubist Systematic Strategies
Connecticut
$25.6K -$59.2M -1,470,101 -100%
KFS
1903
Kelly Financial Services
Massachusetts
$25.4K -$6.24K -155 -21%
FFL
1904
Financial Freedom LLC
Ohio
$25.2K +$121 +3 +0.5%
AWM
1905
AllSquare Wealth Management
New York
$24.8K – – –
KI
1906
Kapitalo Investimentos
Brazil
$24.5K +$23.1K +574 New
PO
1907
Private Ocean
California
$24.3K -$10.9K -271 -32%
CPG
1908
Cornerstone Planning Group
New Jersey
$23.8K +$22.5K +559 New
SJIM
1909
St. Johns Investment Management
Florida
$23.6K +$20.1K +500 +943%
LFA
1910
Level Financial Advisors
New York
$22.9K +$161 +4 +0.7%
DWA
1911
Dougherty Wealth Advisers
Minnesota
$22.8K – – –
BCPWM
1912
Bradley & Co Private Wealth Management
Florida
$22.8K – – –
BWM
1913
Baystate Wealth Management
Massachusetts
$22.4K -$56.3K -1,399 -73%
HB
1914
Horizon Bancorp
Indiana
$22K – – –
RDIA
1915
RE Dickinson Investment Advisors
Iowa
$22K – – –
FMP
1916
Financial Management Professionals
Texas
$22K +$16.9K +419 +388%
LOIP
1917
Live Oak Investment Partners
Texas
$21.3K – – –
AP
1918
Arlington Partners
Alabama
$20.7K -$4.79K -119 -20%
BAM
1919
Bellevue Asset Management
Washington
$20.5K -$34.1K -847 -64%
SWM
1920
Sanctuary Wealth Management
Idaho
$20.4K +$19.2K +477 New
OIS
1921
Okabena Investment Services
Minnesota
$20K +$18.8K +468 New
JFG
1922
JDM Financial Group
Texas
$19.8K – – –
SHIM
1923
Stone House Investment Management
Pennsylvania
$19.5K +$121 +3 +0.7%
FWM
1924
Focused Wealth Management
New York
$19.2K – – –
BAM
1925
Byrne Asset Management
New Jersey
$19K -$18.1K -449 -50%
75 76
77
78 79