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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1901
Gould Asset Management
California
$399K
UWPG
1902
Ullmann Wealth Partners Group
Florida
$397K -$40.5K -500 -10%
HFP
1903
Holistic Financial Partners
Indiana
$397K +$152K +1,875 +66%
ORC
1904
O'Rourke & Company
Massachusetts
$397K +$243 +3 +0.1%
TWA
1905
TCI Wealth Advisors
Arizona
$397K +$69.3K +855 +22%
HA
1906
HFG Advisors
Ohio
$396K +$56K +691 +17%
RWP
1907
Revolve Wealth Partners
New Jersey
$396K +$8.52K +105 +2%
AG
1908
Algert Global
California
$396K -$324K -3,999 -46%
SP
1909
Successful Portfolios
Florida
$395K -$10.3K -127 -3%
FCMT
1910
Founders Capital Management (Texas)
Texas
$394K
CPCM
1911
Cardinal Point Capital Management
Ontario, Canada
$392K
AIA
1912
Alternative Investment Advisors
Florida
$392K +$162 +2 +0%
SGCA
1913
Steel Grove Capital Advisors
Tennessee
$391K
QT
1914
Quantbot Technologies
New York
$391K -$3.41M -42,072 -90%
KNW
1915
Kesler Norman & Wride
Utah
$391K +$55.4K +683 +14%
AF
1916
Apexium Financial
Texas
$389K +$1.14K +14 +0.3%
CFG
1917
Copley Financial Group
California
$389K +$376K +4,638 New
ALA
1918
Atlas Legacy Advisors
California
$388K +$105K +1,290 +39%
FWA
1919
FSM Wealth Advisors
Ohio
$387K +$119K +1,471 +47%
PC
1920
Prairiewood Capital
North Dakota
$385K +$15.7K +193 +4%
CWM
1921
Concentrum Wealth Management
California
$384K +$6.97K +86 +2%
TVM
1922
True Vision MN
Minnesota
$382K +$2.92K +36 +0.8%
PSC
1923
Prentiss Smith & Co
Vermont
$382K
TCBWMS
1924
Texas Capital Bank Wealth Management Services
Texas
$382K +$370K +4,559 New
WAAG
1925
Wealth Alliance Advisory Group
Kansas
$382K