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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
2076
Global Assets Advisory
Florida
$45.5K +$41.3K +790 New
ACA
2077
Atlas Capital Advisors
Wyoming
$45.1K +$21.9K +418 +116%
BL
2078
BFSG LLC
California
$44.6K +$4.45K +85 +12%
JSAM
2079
J. Safra Asset Management
New York
$42.9K +$33.9K +648 +704%
VWM
2080
Venturi Wealth Management
Texas
$42.7K +$628 +12 +2%
SRCM
2081
Signature Resources Capital Management
California
$41.9K – – –
TCCM
2082
Timber Creek Capital Management
Massachusetts
$40.6K – – –
MSE
2083
MUFG Securities EMEA
United Kingdom
$40.4K -$101K -1,933 -73%
HC
2084
Hoese & Co
Minnesota
$40.2K – – –
MWM
2085
Mascoma Wealth Management
New Hampshire
$39.5K -$31.4K -600 -47%
WIA
2086
Wetzel Investment Advisors
Indiana
$38.8K – – –
TCG
2087
Transcendent Capital Group
Oklahoma
$38K – – –
CPG
2088
Cornerstone Planning Group
New Jersey
$37.8K +$157 +3 +0.5%
Optiver Holding
2089
Optiver Holding
Netherlands
$36.4K +$32.9K +628 New
CMA
2090
Cedar Mountain Advisors
Oregon
$36.2K -$942 -18 -3%
AWM
2091
AllSquare Wealth Management
New York
$34.8K – – –
Aristotle Capital Management
2092
Aristotle Capital Management
California
$34.8K +$31.4K +600 New
FFL
2093
Financial Freedom LLC
Ohio
$33.4K +$105 +2 +0.3%
PO
2094
Private Ocean
California
$33K -$5.75K -110 -16%
BHWM
2095
Beaird Harris Wealth Management
Texas
$32.5K -$6.8K -130 -19%
SJIM
2096
St. Johns Investment Management
Florida
$32.1K – – –
NFSG
2097
Newbridge Financial Services Group
Florida
$31.8K -$91.9K -1,756 -76%
BCPWM
2098
Bradley & Co Private Wealth Management
Florida
$31K – – –
TC
2099
Truvestments Capital
Florida
$30.2K – – –
RDIA
2100
RE Dickinson Investment Advisors
Iowa
$30K – – –