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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2476
Impact Partnership Wealth
Georgia
$229K +$213K +2,453 New
GWP
2477
Gateway Wealth Partners
Wisconsin
$229K +$213K +2,452 New
ACA
2478
American Capital Advisory
Idaho
$228K +$2.08K +24 +1%
SAM
2479
Smithbridge Asset Management
Pennsylvania
$228K +$213K +2,450 New
AIM
2480
Aigen Investment Management
New York
$228K +$212K +2,444 New
SGI
2481
Swan Global Investments
Colorado
$228K +$212K +2,441 New
HCA
2482
Harbour Capital Advisors
Virginia
$227K +$207K +2,386 New
EA
2483
Echo45 Advisors
California
$227K +$211K +2,433 New
TWM
2484
TopTier Wealth Management
Wisconsin
$226K +$211K +2,426 New
PCA
2485
Prosperity Capital Advisors
Ohio
$226K -$66.7K -768 -24%
SAA
2486
Southeast Asset Advisors
Georgia
$225K -$18.9K -218 -8%
PLFS
2487
Provident Living Financial Services
Utah
$225K +$210K +2,418 New
VPF
2488
Vantage Point Financial
Illinois
$225K +$210K +2,417 New
AI
2489
Auour Investments
Massachusetts
$225K – – –
SFGP
2490
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$209K +2,411 New
BFA
2491
Bright Financial Advisors
Michigan
$225K – – –
WSWA
2492
Warren Street Wealth Advisors
California
$224K -$49K -564 -19%
SFS
2493
Security Financial Services
Indiana
$223K +$208K +2,395 New
GD
2494
Grandfield & Dodd
New York
$223K – – –
CCA
2495
Cora Capital Advisors
New Jersey
$223K +$207K +2,389 New
PAG
2496
Paladin Advisory Group
Iowa
$222K -$2K -23 -1%
AWM
2497
Abound Wealth Management
Tennessee
$222K +$5.21K +60 +3%
WAS
2498
Wealth Advisory Solutions
Indiana
$222K +$207K +2,380 New
ZCP
2499
Z3 Capital Partners
Virginia
$222K +$207K +2,379 New
FWP
2500
Falcon Wealth Planning
California
$221K +$206K +2,373 New
98 99
100
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