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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1926
MB, Levis & Associates
Pennsylvania
$17.7K -$3.94K -98 -19%
SIS
1927
Strategic Investment Solutions
Illinois
$17.6K -$12.1K -300 -41%
NSG
1928
Nalls Sherbakoff Group
Tennessee
$17.5K – – –
MFA
1929
McClarren Financial Advisors
Pennsylvania
$17K +$161 +4 +1%
CAM
1930
Costello Asset Management
Pennsylvania
$17K – – –
NC
1931
NewSquare Capital
Pennsylvania
$16.9K – – –
RWM
1932
Raffa Wealth Management
District of Columbia
$15.6K – – –
SC
1933
Stephens Consulting
Michigan
$15.2K – – –
NOI
1934
Newton One Investments
Delaware
$15K +$121 +3 +0.9%
BG
1935
Bollard Group
Massachusetts
$15K +$13.9K +345 New
MIM
1936
Meridiem Investment Management
United Kingdom
$14.9K – – –
AIC
1937
Archer Investment Corporation
Indiana
$14.6K -$18.1K -450 -57%
AFIA
1938
America First Investment Advisors
Nebraska
$14.6K – – –
WOSD
1939
WFA of San Diego
California
$13.6K +$12.8K +318 New
PP
1940
PFS Partners
New Jersey
$13.3K – – –
BCM
1941
Bourgeon Capital Management
Connecticut
$13.1K – – –
HDIM
1942
Hanson & Doremus Investment Management
Vermont
$13K – – –
WIM
1943
Westside Investment Management
California
$12.8K – – –
OPTFSNA
1944
Old Point Trust & Financial Services N A
Virginia
$12.8K +$12.1K +300 New
OP
1945
ORG Partners
Indiana
$12.6K +$12.1K +301 New
VSQM
1946
V-Square Quantitative Management
Illinois
$12.2K +$11.5K +285 New
CFS
1947
CGC Financial Services
Oregon
$11.9K +$11.3K +280 New
VAG
1948
VisionPoint Advisory Group
Texas
$10.9K +$10.3K +255 New
AWM
1949
Activest Wealth Management
Florida
$10.7K -$32.4K -805 -99%
CCP
1950
Carmel Capital Partners
California
$10.7K -$2.58K -64 -20%
76 77
78
79 80