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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2576
Access Investment Management
Georgia
$26.5K – – –
MDA
2577
Minot DeBlois Advisors
Massachusetts
$26.3K -$20.8K -256 -45%
NOI
2578
Newton One Investments
Delaware
$25.9K +$162 +2 +0.6%
RWS
2579
Retirement Wealth Solutions
Wisconsin
$25.8K +$487 +6 +2%
PSFG
2580
Park Square Financial Group
Georgia
$25.2K -$197K -2,430 -89%
BCM
2581
Berbice Capital Management
New York
$25.1K – – –
DWM
2582
Dogwood Wealth Management
Kansas
$25.1K +$4.14K +51 +21%
TIAAOA
2583
Teachers Insurance & Annuity Association of America
New York
$24.5K +$23.7K +292 New
BGWM
2584
Bridge Generations Wealth Management
Florida
$23.5K – – –
CCM
2585
Copeland Capital Management
Pennsylvania
$21.6K – – –
TPBG
2586
Turning Point Benefit Group
Maryland
$21.6K +$21.7K +267 New
HB
2587
Horizon Bancorp
Indiana
$21K – – –
CMP
2588
Coston McIsaac & Partners
Maine
$21K +$81 +1 +0.4%
EWP
2589
Elevation Wealth Partners
California
$19.7K +$14.2K +175 +292%
GF
2590
GGM Financials
Ohio
$19.4K +$18.7K +231 New
KA
2591
Kozak & Associates
Colorado
$18.9K +$81 +1 +0.4%
HHGA
2592
Halbert Hargrove Global Advisors
California
$18.3K +$17.7K +218 New
HIW
2593
Holos Integrated Wealth
Pennsylvania
$18K – – –
CWM
2594
Consultiva Wealth Management
Puerto Rico
$17.4K – – –
QL
2595
Quarry LP
New York
$16.9K -$216K -2,665 -93%
WA
2596
Whipplewood Advisors
Colorado
$16.8K -$48.5K -598 -75%
ICCON
2597
Investment Counsel Company of Nevada
Nevada
$16.8K – – –
PG
2598
Proffitt & Goodson
Tennessee
$16.4K +$15.9K +196 New
TFA
2599
Toth Financial Advisory
Virginia
$16.3K +$162 +2 +1%
AP
2600
Aspect Partners
Virginia
$15.9K +$4.46K +55 +41%
102 103
104
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