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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1951
Prestige Wealth Management Group
New Jersey
$131K
AFIA
1952
America First Investment Advisors
Nebraska
$130K
KPCM
1953
Kings Point Capital Management
New York
$127K +$40.1K +765 +48%
AWA
1954
Artemis Wealth Advisors
New York
$125K +$122K +2,325 New
WA
1955
Winfield Associates
Ohio
$125K +$122K +2,320 New
POIA
1956
Pin Oak Investment Advisors
Texas
$123K -$105K -2,006 -47%
LFG
1957
LifePlan Financial Group
Ohio
$123K
FA
1958
Fortis Advisors
Pennsylvania
$122K
JWM
1959
Janiczek Wealth Management
Colorado
$120K
AA
1960
Advisory Alpha
Michigan
$119K -$31.9K -609 -21%
WC
1961
Whitnell & Co
Illinois
$117K +$157 +3 +0.1%
RIA
1962
RPG Investment Advisory
California
$114K
EWM
1963
EPG Wealth Management
Georgia
$114K +$111K +2,112 New
TC
1964
Trust Company
Kansas
$113K +$17K +324 +18%
AJ
1965
Ashburton (Jersey)
Jersey
$111K -$3.46K -66 -3%
NL
1966
NVWM LLC
Pennsylvania
$108K -$1.1K -21 -1%
CA
1967
Crewe Advisors
Utah
$107K -$147K -2,800 -58%
SAM
1968
Security Asset Management
New York
$107K
BWA
1969
BDO Wealth Advisors
Florida
$104K -$45.3K -864 -31%
CCMW
1970
Cypress Capital Management (Wyoming)
Wyoming
$103K
PCM
1971
Pinz Capital Management
New York
$102K +$99.5K +1,900 New
VC
1972
Vestor Capital
Illinois
$101K
HI
1973
Hoey Investments
Pennsylvania
$101K +$97.9K +1,870 New
AWA
1974
Arkadios Wealth Advisors
Georgia
$98.5K +$107K +2,047 New
VCM
1975
Versant Capital Management
Arizona
$98K +$8.12K +155 +9%