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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2476
Impact Partnership Wealth
Georgia
$218K +$212K +2,639 New
SCM
2477
Spring Capital Management
Texas
$218K – – –
ERWM
2478
Elk River Wealth Management
Colorado
$218K -$24.1K -300 -10%
LW
2479
Livet Wealth
Utah
$218K -$11.7K -146 -5%
AMPWP
2480
Alvarez & Marsal Private Wealth Partners
Florida
$217K -$223K -2,775 -51%
IWP
2481
Innova Wealth Partners
Pennsylvania
$217K +$161 +2 +0.1%
WE
2482
Wealth Effects
Massachusetts
$217K – – –
HC
2483
Hoese & Co
Minnesota
$217K +$153K +1,900 +262%
BPC
2484
Bearing Point Capital
Minnesota
$217K – – –
IW
2485
Instrumental Wealth
Florida
$216K -$7.39K -92 -3%
BMWM
2486
Brown Miller Wealth Management
Virginia
$215K -$354K -4,403 -63%
MFG
2487
Macco Financial Group
Wisconsin
$215K +$209K +2,600 New
PIN
2488
Prudent Investors Network
California
$215K +$209K +2,600 New
EP
2489
Essential Planning
New Hampshire
$215K – – –
SFS
2490
Security Financial Services
Indiana
$214K +$4.1K +51 +2%
CWM
2491
Centric Wealth Management
Illinois
$214K +$195K +2,425 New
TYCC
2492
Texas Yale Capital Corp
Florida
$214K – – –
AWC
2493
Abundance Wealth Counselors
Pennsylvania
$213K +$207K +2,577 New
BIM
2494
Baldwin Investment Management
Pennsylvania
$213K – – –
FWP
2495
Falcon Wealth Planning
California
$212K +$207K +2,571 New
BONST
2496
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$3.86K +48 +2%
BST
2497
Bath Savings Trust
Maine
$212K -$3.54K -44 -2%
SC
2498
Saturna Capital
Washington
$211K – – –
KFA
2499
Kapstone Financial Advisors
Ohio
$211K – – –
CFFP
2500
Center for Financial Planning
Michigan
$211K -$1.29K -16 -0.6%
98 99
100
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