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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1M
2551
1248 Management
Missouri
$36.5K – – –
BAM
2552
Bellevue Asset Management
Washington
$36.5K +$162 +2 +0.5%
NWM
2553
Nova Wealth Management
Florida
$35.9K – – –
DF
2554
Dunhill Financial
United Kingdom
$35.5K +$162 +2 +0.5%
WAM
2555
WFA Asset Management
Wisconsin
$34.4K -$49.5K -610 -50%
ABWM
2556
Alpine Bank Wealth Management
Colorado
$33.9K -$34.7K -428 -51%
ACM
2557
Accent Capital Management
Ohio
$33.9K – – –
AIC
2558
Archer Investment Corporation
Indiana
$33.7K -$10.9K -135 -25%
T
2559
Tidemark
California
$33.5K +$3.41K +42 +12%
CAM
2560
Costello Asset Management
Pennsylvania
$33.4K – – –
CFS
2561
CGC Financial Services
Oregon
$33.2K – – –
MWM
2562
Mascoma Wealth Management
New Hampshire
$31.8K – – –
IW
2563
Imprint Wealth
South Carolina
$31K +$30K +370 New
BCM
2564
Boreal Capital Management
Florida
$30.5K +$14.1K +174 +92%
GFWA
2565
Grey Fox Wealth Advisors
Delaware
$30.5K +$29.5K +364 New
RWM
2566
Raffa Wealth Management
District of Columbia
$30.3K +$4.87K +60 +20%
EP
2567
Essential Partners
California
$30K +$5.27K +65 +22%
CMA
2568
Cedar Mountain Advisors
Oregon
$29.6K +$5.51K +68 +24%
CIAS
2569
CBIZ Investment Advisory Services
Ohio
$29.3K -$162 -2 -0.6%
MIM
2570
Meridiem Investment Management
United Kingdom
$29.3K – – –
HFS
2571
Horizon Financial Services
North Carolina
$28.8K +$16.9K +209 +156%
CWP
2572
Clark Wealth Partners
Illinois
$28.7K -$13.1K -162 -34%
EPIM
2573
Evelyn Partners Investment Management
$28.5K – – –
RTL
2574
Red Tortoise LLC
Georgia
$28.2K – – –
SIS
2575
Strategic Investment Solutions
Illinois
$27.9K -$7.54K -93 -22%
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103
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