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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1951
Eukles Asset Management
Ohio
$4.13K – – –
LOIP
1952
Live Oak Investment Partners
Texas
$4.09K – – –
TLA
1953
Tanglewood Legacy Advisors
Texas
$4.09K – – –
TFA
1954
Toth Financial Advisory
Virginia
$3.8K – – –
PWA
1955
Provenance Wealth Advisors
Florida
$3.6K +$3.8K +88 New
CSWM
1956
Cassady Schiller Wealth Management
Ohio
$3.23K – – –
AA
1957
AlphaMark Advisors
Kentucky
$3K – – –
YAL
1958
Your Advocates Ltd
Texas
$2.99K – – –
DAL
1959
Delta Accumulation LLC
California
$2.98K – – –
FWA
1960
FSC Wealth Advisors
New York
$2.78K – – –
AFG
1961
Albion Financial Group
Utah
$2.74K – – –
CAM
1962
Chesapeake Asset Management
New York
$2.57K – – –
TFG
1963
Team Financial Group
California
$2.53K +$2.68K +62 New
EWP
1964
Elevation Wealth Partners
California
$2.45K – – –
DWA
1965
Delos Wealth Advisors
Texas
$2.06K – – –
IIL
1966
Insight Inv LLC
California
$2.06K +$2.16K +50 New
DAC
1967
Dividend Assets Capital
South Carolina
$2K -$1.08K -25 -31%
CAM
1968
ClariVest Asset Management
California
$2K +$345 +8 +18%
AWA
1969
Authentikos Wealth Advisory
California
$1.68K +$1.77K +41 New
PWMA
1970
Pension & Wealth Management Advisors
Massachusetts
$1.51K -$2.07K -48 -56%
VWM
1971
Valley Wealth Managers
New Jersey
$1.06K – – –
UFF
1972
USA Financial Formulas
Michigan
$1.02K – – –
BFP
1973
Briaud Financial Planning
Texas
$1K +$1.99K +46 New
BWS
1974
Buck Wealth Strategies
Colorado
$409 +$432 +10 New
OCAM
1975
Owl Creek Asset Management
New York
– -$31.4M -734,563 Closed