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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1926
Truvestments Capital
Florida
$68K +$68.9K +1,400 New
PWMG
1927
Prestige Wealth Management Group
New Jersey
$67K -$59.1K -1,202 -46%
BWM
1928
Baystate Wealth Management
Massachusetts
$67K +$4.28K +87 +7%
CWM
1929
Cranbrook Wealth Management
Michigan
$65K
AJ
1930
Ashburton (Jersey)
Jersey
$63K
LF
1931
Lee Financial
Texas
$61K -$61.2K -1,245 -50%
NC
1932
NewSquare Capital
Pennsylvania
$61K -$2.95K -60 -5%
SGAM
1933
Smith Group Asset Management
Texas
$60K +$1.97K +40 +3%
JIP
1934
JBJ Investment Partners
South Carolina
$60K +$60.7K +1,234 New
FIA
1935
FNY Investment Advisers
New York
$60K +$61.5K +1,250 New
CWM
1936
Catamount Wealth Management
Connecticut
$58K +$59K +1,200 New
IAS
1937
IMA Advisory Services
Colorado
$58K +$59K +1,200 New
FEG
1938
Financial Enhancement Group
Indiana
$57K -$5.66K -115 -9%
MCA
1939
Mercer Capital Advisers
New Jersey
$57K
LA
1940
Legacy Advisors
Pennsylvania
$57K +$57.5K +1,170 New
MWC
1941
MBM Wealth Consultants
Missouri
$54K
LWS
1942
Lucia Wealth Services
California
$53K
EWM
1943
Executive Wealth Management
Michigan
$52K -$87.6K -1,782 -62%
GWMIA
1944
Global Wealth Management Investment Advisory
Florida
$52K -$20.3K -413 -28%
CT
1945
Clearstead Trust
Maine
$50K -$131K -2,673 -72%
WCM
1946
WealthBridge Capital Management
Ohio
$50K -$4.62K -94 -8%
KPCM
1947
Kings Point Capital Management
New York
$50K
TIM
1948
Tortoise Investment Management
New York
$50K +$13.3K +271 +36%
WAM
1949
Westport Asset Management
Connecticut
$48K
TCCM
1950
Timber Creek Capital Management
Massachusetts
$47K