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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2526
Burkett Financial Services
South Carolina
$6.49K – – –
PWA
2527
Provenance Wealth Advisors
Florida
$6.39K – – –
OWP
2528
ORG Wealth Partners
Texas
$5.66K +$5.93K +79 New
RWA
2529
Redmont Wealth Advisors
Illinois
$5.53K +$5.78K +77 New
CFFP
2530
Center for Financial Planning
Michigan
$5.31K – – –
CF
2531
Conquis Financial
California
$5.17K -$16.8K -224 -76%
TCM
2532
TD Capital Management
Tennessee
$5.15K +$75 +1 +1%
FWA
2533
FSC Wealth Advisors
New York
$4.88K – – –
RI
2534
Ridgewood Investments
New Jersey
$4.45K – – –
PS
2535
PayPay Securities
Japan
$4.43K -$1.95K -26 -30%
EWP
2536
Elevation Wealth Partners
California
$4.31K – – –
MAM
2537
Marquette Asset Management
Minnesota
$4.16K – – –
DAL
2538
Delta Accumulation LLC
California
$4.12K – – –
OW
2539
Olistico Wealth
Oklahoma
$3.95K – – –
DI
2540
DAGCO Inc
Ohio
$3.59K +$3.75K +50 New
CAM
2541
Columbia Asset Management
Michigan
$3.09K – – –
NWMP
2542
Noble Wealth Management PBC
Colorado
$3.02K – – –
BFS
2543
Bare Financial Services
Pennsylvania
$2.87K +$3K +40 New
LWMI
2544
Legacy Wealth Management (Idaho)
Idaho
$2.58K -$7.81K -104 -74%
PWM
2545
Parkworth Wealth Management
California
$2.37K – – –
STB
2546
S&T Bank
Pennsylvania
$2.23K +$2.33K +31 New
NRWA
2547
North Ridge Wealth Advisors
Oregon
$2.15K – – –
CAM
2548
Chesapeake Asset Management
New York
$2.15K +$375 +5 +20%
PWM
2549
Puff Wealth Management
New Jersey
$2.02K +$2.1K +28 New
GA
2550
GoalVest Advisory
New York
$1.72K +$676 +9 +60%
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102
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