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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2626
Clayton Financial Group
Missouri
$8.38K +$8.11K +100 New
GTAM
2627
Global Trust Asset Management
Florida
$8.11K -$4.22K -52 -35%
WA
2628
Westfuller Advisors
New York
$8.05K +$7.79K +96 New
PWA
2629
Provenance Wealth Advisors
Florida
$7.46K – – –
STB
2630
S&T Bank
Pennsylvania
$6.54K – – –
GJIA
2631
Glass Jacobson Investment Advisors
Maryland
$6.29K – – –
T
2632
Transce3nd
Texas
$6.24K -$746K -9,202 -99%
CFFP
2633
Center for Financial Planning
Michigan
$6.2K – – –
WA
2634
WestEnd Advisors
North Carolina
$6.12K +$81 +1 +1%
FGAM
2635
Financial Gravity Asset Management
Texas
$6.12K +$5.92K +73 New
GWSA
2636
Global Wealth Strategies & Associates
Colorado
$5.53K – – –
PS
2637
PayPay Securities
Japan
$5.3K +$243 +3 +5%
SFCL
2638
Strengthening Families & Communities LLC
Massachusetts
$5.21K +$5.03K +62 New
CF
2639
Conquis Financial
California
$5.2K -$811 -10 -14%
EPW
2640
Evergreen Private Wealth
Colorado
$4.61K – – –
BFS
2641
Bare Financial Services
Pennsylvania
$4.61K +$2.27K +28 +104%
SWP
2642
SIMA Wealth Partners
Virginia
$4.28K +$4.14K +51 New
DI
2643
DAGCO Inc
Ohio
$4.19K – – –
DAL
2644
Delta Accumulation LLC
California
$4.12K – – –
HIA
2645
HFM Investment Advisors
New Jersey
$3.77K – – –
AFWM
2646
Abich Financial Wealth Management
Virginia
$3.57K +$3.49K +43 New
FF
2647
Friedenthal Financial
New Jersey
$2.77K – – –
DCM
2648
Davis Capital Management
Florida
$2.6K +$2.51K +31 New
NRWA
2649
North Ridge Wealth Advisors
Oregon
$2.52K – – –
DF
2650
DecisionPoint Financial
Arizona
$2.18K – – –
104 105
106
107 108