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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1901
Orion Capital Management
California
$20.4K +$21.6K +500 New
BAM
1902
Bellevue Asset Management
Washington
$19.8K +$130 +3 +0.6%
BC
1903
Barrett & Company
Rhode Island
$19.5K -$8.12K -188 -28%
SWM
1904
Sanctuary Wealth Management
Idaho
$19.5K – – –
RTL
1905
Red Tortoise LLC
Georgia
$19.4K +$12.2K +283 +147%
JFG
1906
JDM Financial Group
Texas
$19K – – –
SHIM
1907
Stone House Investment Management
Pennsylvania
$18.8K +$173 +4 +0.9%
BAM
1908
Byrne Asset Management
New Jersey
$18K – – –
DMKJ
1909
David M. Knott Jr
$18K – – –
NSG
1910
Nalls Sherbakoff Group
Tennessee
$18K – – –
NC
1911
NewSquare Capital
Pennsylvania
$17.3K +$1.25K +29 +7%
MLA
1912
MB, Levis & Associates
Pennsylvania
$17.1K +$173 +4 +1%
MFA
1913
McClarren Financial Advisors
Pennsylvania
$17K +$130 +3 +0.7%
CAM
1914
Costello Asset Management
Pennsylvania
$16.3K – – –
FWM
1915
Focused Wealth Management
New York
$15.5K -$3.06K -71 -16%
RWM
1916
Raffa Wealth Management
District of Columbia
$15K – – –
ACA
1917
Atlas Capital Advisors
Wyoming
$14.8K -$73.4K -1,700 -82%
NOI
1918
Newton One Investments
Delaware
$14.5K +$130 +3 +0.8%
SC
1919
Stephens Consulting
Michigan
$14.5K – – –
MIM
1920
Meridiem Investment Management
United Kingdom
$14.3K – – –
VWM
1921
Venturi Wealth Management
Texas
$14.2K -$123K -2,852 -89%
AFIA
1922
America First Investment Advisors
Nebraska
$13.9K – – –
AIC
1923
Archer Investment Corporation
Indiana
$13.9K – – –
PP
1924
PFS Partners
New Jersey
$12.7K – – –
BCM
1925
Bourgeon Capital Management
Connecticut
$12.6K – – –
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77
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