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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
2376
Financial Gravity Companies
Texas
$65.2K +$63.4K +928 New
XC
2377
XY Capital
Hong Kong
$63.6K +$61.8K +905 New
LG
2378
LAM Group
Oregon
$63.2K – – –
SNB
2379
Security National Bank
Nebraska
$62.9K – – –
MAM
2380
Meeder Asset Management
Ohio
$62.8K -$2.39K -35 -4%
CWM
2381
Crowley Wealth Management
Delaware
$61.9K +$60.1K +881 New
CPG
2382
Cornerstone Planning Group
New Jersey
$60.6K +$7.58K +111 +17%
SRCM
2383
Signature Resources Capital Management
California
$59.8K – – –
TIM
2384
Tortoise Investment Management
New York
$59.7K +$1.5K +22 +3%
LFASL
2385
Lugano Financial Advisors SA (LFA)
Switzerland
$59.6K – – –
WA
2386
Whipplewood Advisors
Colorado
$56.5K +$54.9K +804 New
TPW
2387
Talon Private Wealth
Florida
$56.3K +$46.6K +683 +579%
ATC
2388
Advantage Trust Company
Kansas
$56.2K – – –
Q1WB
2389
Quest 10 Wealth Builders
Virginia
$56K +$54.4K +797 New
FC
2390
Fairscale Capital
New Hampshire
$54.8K – – –
Country Trust Bank
2391
Country Trust Bank
Illinois
$54.6K – – –
FMP
2392
Financial Management Professionals
Texas
$54.4K +$2.05K +30 +4%
BL
2393
BFSG LLC
California
$54.2K +$68 +1 +0.1%
MFG
2394
Mendota Financial Group
Wisconsin
$53.9K -$30K -439 -36%
VFM
2395
Vision Financial Markets
Connecticut
$53.8K +$52.3K +766 New
HGERS
2396
Householder Group Estate & Retirement Specialist
Arizona
$52K -$99.4K -1,456 -66%
CWM
2397
Centricity Wealth Management
Ohio
$51.5K +$50K +733 New
BOJHT
2398
Bank of Jackson Hole Trust
Wyoming
$51.4K +$50K +732 New
RFA
2399
Reyes Financial Architecture
California
$51.1K +$49.7K +728 New
HC
2400
Hoese & Co
Minnesota
$50.9K – – –