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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2401
Valued Wealth Advisors
Utah
$50.2K +$15.3K +224 +46%
TC
2402
Truvestments Capital
Florida
$50.2K +$13.2K +194 +37%
PPA
2403
Painted Porch Advisors
California
$49.5K – – –
RFG
2404
REAP Financial Group
Texas
$48.8K +$33.2K +486 +233%
QPBE
2405
Quintet Private Bank (Europe)
Luxembourg
$48.3K +$47K +688 New
HNW
2406
High Note Wealth
Minnesota
$47.8K +$46.4K +680 New
TCG
2407
Transcendent Capital Group
Oklahoma
$46K – – –
PPC
2408
Park Place Capital
Alabama
$43.9K – – –
FGA
2409
Fortis Group Advisors
New Jersey
$43.5K – – –
HC
2410
Hurley Capital
New York
$42.5K +$39.7K +581 New
AWM
2411
AllSquare Wealth Management
New York
$42.1K – – –
Aristotle Capital Management
2412
Aristotle Capital Management
California
$42.1K – – –
FWM
2413
FSA Wealth Management
Massachusetts
$42K – – –
MDA
2414
Minot DeBlois Advisors
Massachusetts
$39.2K +$38.1K +558 New
SJIM
2415
St. Johns Investment Management
Florida
$38.8K – – –
WA
2416
WPG Advisers
Maryland
$37.9K +$36.8K +539 New
MSWA
2417
Marshall & Sterling Wealth Advisors
New York
$37.6K +$36.5K +535 New
BCPWM
2418
Bradley & Co Private Wealth Management
Florida
$37.5K +$36.5K +534 New
RDIA
2419
RE Dickinson Investment Advisors
Iowa
$36.7K +$205 +3 +0.6%
BTD
2420
BankPlus Trust Department
Mississippi
$35.1K +$34.1K +500 New
OCM
2421
Orion Capital Management
California
$35.1K +$34.1K +500 New
EFMH
2422
E Fund Management (HK)
Hong Kong
$35K +$33.9K +496 New
DF
2423
Dunhill Financial
United Kingdom
$34.9K +$13.2K +193 +64%
BAM
2424
Byrne Asset Management
New Jersey
$34.4K – – –
JFG
2425
JDM Financial Group
Texas
$34.1K – – –