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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2526
Meridiem Investment Management
United Kingdom
$28K – – –
EPIM
2527
Evelyn Partners Investment Management
$27.2K – – –
RTL
2528
Red Tortoise LLC
Georgia
$26.9K – – –
MSG
2529
Main Street Group
Virginia
$25.6K – – –
RWA
2530
Redmont Wealth Advisors
Illinois
$25.6K +$17.5K +243 +316%
RS
2531
Rakuten Securities
Japan
$25.5K -$36.8K -511 -62%
AIM
2532
Access Investment Management
Georgia
$25.3K +$22.8K +316 New
NOI
2533
Newton One Investments
Delaware
$24.7K +$144 +2 +0.7%
RWS
2534
Retirement Wealth Solutions
Wisconsin
$24.2K – – –
IMC
2535
Investment Management Corporation
Virginia
$24.2K – – –
RWM
2536
Raffa Wealth Management
District of Columbia
$24.1K -$6.85K -95 -24%
BCM
2537
Berbice Capital Management
New York
$24K – – –
CIAM
2538
Caitong International Asset Management
Hong Kong
$24K +$20.5K +284 +1,775%
EP
2539
Essential Partners
California
$23.5K +$21.1K +293 New
AWM
2540
Activest Wealth Management
Florida
$23.5K -$39.6K -549 -65%
CMA
2541
Cedar Mountain Advisors
Oregon
$22.8K -$3.25K -45 -14%
BGWM
2542
Bridge Generations Wealth Management
Florida
$22.5K – – –
CCM
2543
Copeland Capital Management
Pennsylvania
$20.7K – – –
DWM
2544
Dogwood Wealth Management
Kansas
$20.2K +$1.23K +17 +7%
CMP
2545
Coston McIsaac & Partners
Maine
$20K – – –
HB
2546
Horizon Bancorp
Indiana
$20K – – –
FCG
2547
Financial Connections Group
California
$19K – – –
KA
2548
Kozak & Associates
Colorado
$18.4K +$72 +1 +0.4%
HIW
2549
Holos Integrated Wealth
Pennsylvania
$18.1K – – –
CWM
2550
Consultiva Wealth Management
Puerto Rico
$16.6K – – –
100 101
102
103 104