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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1951
West Paces Advisors
Georgia
$114K +$1.18K +22 +0.9%
AIC
1952
Archer Investment Corporation
Indiana
$112K
APC
1953
Aspire Private Capital
North Carolina
$107K -$696 -13 -0.6%
FP
1954
Financial Perspectives
Minnesota
$106K +$44.9K +839 +63%
BDWM
1955
Brewin Dolphin Wealth Management
Ireland
$102K -$46.7K -872 -29%
SBL
1956
Sargent Bickham Lagudis
Colorado
$102K
TSWM
1957
Tyler-Stone Wealth Management
Ohio
$101K
FWM
1958
Focused Wealth Management
New York
$99K -$112K -2,099 -51%
CWA
1959
Clearview Wealth Advisors
Oregon
$99K -$10.2K -191 -9%
FFC
1960
First Financial Corp
Indiana
$99K
MWM
1961
Mascoma Wealth Management
New Hampshire
$99K +$16.8K +313 +18%
SFO
1962
Standard Family Office
South Dakota
$99K +$109K +2,035 New
GFPC
1963
Global Financial Private Client
Florida
$98.4K
AFS
1964
Annapolis Financial Services
Maryland
$98K -$2.03K -38 -2%
SWA
1965
SOA Wealth Advisors
New York
$94K +$10.7K +200 +11%
LTI
1966
Laffer Tengler Investments
Tennessee
$92.2K
TW
1967
Towerpoint Wealth
California
$92K
HIM
1968
Hillsdale Investment Management
Ontario, Canada
$92K +$58.3K +1,090 +136%
EWM
1969
Endurance Wealth Management
Rhode Island
$91K
JGIA
1970
Jackson Grant Investment Advisers
Connecticut
$90K +$99.1K +1,851 New
TIM
1971
Tevis Investment Management
Texas
$89K +$41.3K +772 +73%
FCMT
1972
Founders Capital Management (Texas)
Texas
$87K
GCM
1973
Gables Capital Management
Florida
$87K
IAIM
1974
Industrial Alliance Investment Management
Quebec, Canada
$87K +$34.1K +637 +55%
FMTCOCP
1975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K