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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1951
Pacifica Partners
Canada
$135K +$132K +2,513 New
PWMG
1952
Prestige Wealth Management Group
New Jersey
$131K – – –
AFIA
1953
America First Investment Advisors
Nebraska
$130K – – –
KPCM
1954
Kings Point Capital Management
New York
$127K +$40.1K +765 +48%
AWA
1955
Artemis Wealth Advisors
New York
$125K +$122K +2,325 New
WA
1956
Winfield Associates
Ohio
$125K +$122K +2,320 New
POIA
1957
Pin Oak Investment Advisors
Texas
$123K -$105K -2,006 -47%
LFG
1958
LifePlan Financial Group
Ohio
$123K – – –
FA
1959
Fortis Advisors
Pennsylvania
$122K – – –
JWM
1960
Janiczek Wealth Management
Colorado
$120K – – –
AA
1961
Advisory Alpha
Michigan
$119K -$31.9K -609 -21%
WC
1962
Whitnell & Co
Illinois
$117K +$157 +3 +0.1%
RIA
1963
RPG Investment Advisory
California
$114K – – –
EWM
1964
EPG Wealth Management
Georgia
$114K +$111K +2,112 New
TC
1965
Trust Company
Kansas
$113K +$17K +324 +18%
AJ
1966
Ashburton (Jersey)
Jersey
$111K -$3.46K -66 -3%
NL
1967
NVWM LLC
Pennsylvania
$108K -$1.1K -21 -1%
CA
1968
Crewe Advisors
Utah
$107K -$147K -2,800 -58%
SAM
1969
Security Asset Management
New York
$107K – – –
BWA
1970
BDO Wealth Advisors
Florida
$104K -$45.3K -864 -31%
CCMW
1971
Cypress Capital Management (Wyoming)
Wyoming
$103K – – –
PCM
1972
Pinz Capital Management
New York
$102K +$99.5K +1,900 New
VC
1973
Vestor Capital
Illinois
$101K – – –
HI
1974
Hoey Investments
Pennsylvania
$101K +$97.9K +1,870 New
AWA
1975
Arkadios Wealth Advisors
Georgia
$98.5K +$107K +2,047 New