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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2601
Center for Financial Planning
Michigan
$5.93K – – –
WA
2602
WestEnd Advisors
North Carolina
$5.77K -$1.8K -25 -26%
CF
2603
Conquis Financial
California
$5.77K – – –
CIM
2604
Contravisory Investment Management
Massachusetts
$5.69K -$1.73K -24 -25%
MPW
2605
MASECO Private Wealth
$5.43K +$4.9K +68 New
GWSA
2606
Global Wealth Strategies & Associates
Colorado
$5.29K -$9.16K -127 -66%
RI
2607
Ridgewood Investments
New Jersey
$4.97K – – –
EWP
2608
Elevation Wealth Partners
California
$4.81K – – –
PS
2609
PayPay Securities
Japan
$4.81K -$72 -1 -2%
MAM
2610
Marquette Asset Management
Minnesota
$4.65K – – –
OW
2611
Olistico Wealth
Oklahoma
$4.41K – – –
EPW
2612
Evergreen Private Wealth
Colorado
$4.41K +$3.97K +55 New
DAL
2613
Delta Accumulation LLC
California
$4.12K – – –
DI
2614
DAGCO Inc
Ohio
$4.01K – – –
HIA
2615
HFM Investment Advisors
New Jersey
$3.6K +$1.88K +26 +137%
MSFP
2616
Mark Sheptoff Financial Planning
Connecticut
$3.52K +$3.17K +44 New
KHC
2617
Koesten Hirschmann & Crabtree
Kansas
$3.44K +$3.1K +43 New
CAWM
2618
Capital A Wealth Management
Pennsylvania
$2.95K -$6.34K -88 -59%
LWMI
2619
Legacy Wealth Management (Idaho)
Idaho
$2.88K – – –
LIS
2620
Legacy Investment Solutions
Idaho
$2.88K +$2.6K +36 New
FF
2621
Friedenthal Financial
New Jersey
$2.63K +$2.38K +33 New
PWM
2622
Puff Wealth Management
New Jersey
$2.5K +$178K +2,468 +8,814%
NRWA
2623
North Ridge Wealth Advisors
Oregon
$2.4K – – –
DF
2624
DecisionPoint Financial
Arizona
$2.2K +$1.95K +27 New
BFS
2625
Bare Financial Services
Pennsylvania
$2.16K -$937 -13 -33%
103 104
105
106 107