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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2051
Baystate Wealth Management
Massachusetts
$27K +$161 +3 +0.5%
BCPWM
2052
Bradley & Co Private Wealth Management
Florida
$26K
LPWM
2053
Lake Point Wealth Management
Texas
$26K
CMA
2054
Cedar Mountain Advisors
Oregon
$25K -$5.19K -97 -16%
GWA
2055
Gibson Wealth Advisors
Texas
$25K
RDIA
2056
RE Dickinson Investment Advisors
Iowa
$25K
LFA
2057
Level Financial Advisors
New York
$25K +$107 +2 +0.4%
FMP
2058
Financial Management Professionals
Texas
$25K +$18.4K +344 +193%
FIA
2059
FNY Investment Advisers
New York
$25K +$28.7K +536 New
MUMSS
2060
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$68.5K -1,280 -75%
T2I
2061
Turim 21 Investimentos
Brazil
$20K
CAM
2062
Costello Asset Management
Pennsylvania
$19K -$21.3K -398 -50%
CT
2063
Clearstead Trust
Maine
$19K -$5.94K -111 -22%
TVWM
2064
Tower View Wealth Management
Wisconsin
$19K -$5.35K -100 -20%
CFFP
2065
Center for Financial Planning
Michigan
$19K
OCM
2066
Orion Capital Management
California
$19K
PAI
2067
Pittenger & Anderson Inc
Nebraska
$19K
TIM
2068
Tortoise Investment Management
New York
$19K
AIP
2069
Ahrens Investment Partners
Louisiana
$18K -$7.39K -138 -27%
CAL
2070
Capital Advisors Ltd
Ohio
$18K
SCA
2071
Stuart Chaussee & Associates
California
$18K
TFP
2072
Tilia Fiduciary Partners
North Carolina
$18K +$20.1K +375 New
HF
2073
Halpern Financial
Virginia
$17.8K
RWM
2074
Raffa Wealth Management
District of Columbia
$17.7K
SC
2075
Stephens Consulting
Michigan
$17.2K