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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2701
Portus Wealth Advisors
North Carolina
$33.1K +$36.1K +420 New
BW
2702
Bravera Wealth
North Dakota
$33K – – –
EFMH
2703
E Fund Management (HK)
Hong Kong
$32.7K +$26.8K +312 +315%
JGCM
2704
Joseph Group Capital Management
Ohio
$32.6K +$9.45K +110 +37%
ACM
2705
Accent Capital Management
Ohio
$32.2K – – –
KPP
2706
Kings Path Partners
Texas
$31.8K – – –
CAM
2707
Costello Asset Management
Pennsylvania
$31.7K – – –
CFS
2708
CGC Financial Services
Oregon
$31.5K – – –
MWM
2709
Mascoma Wealth Management
New Hampshire
$30.2K -$3.26K -38 -9%
MSG
2710
Main Street Group
Virginia
$29.5K +$31.8K +370 New
EWP
2711
Elevation Wealth Partners
California
$29.4K +$6.7K +78 +27%
BCM
2712
Boreal Capital Management
Florida
$29K – – –
HB
2713
Horizon Bancorp
Indiana
$28K +$8.5K +99 +39%
PJC
2714
Phillip James Consulting
Minnesota
$28K +$30.7K +357 New
SIS
2715
Strategic Investment Solutions
Illinois
$27.9K – – –
MIM
2716
Meridiem Investment Management
United Kingdom
$27.9K – – –
RPA
2717
Redwood Park Advisors
California
$27.6K +$172 +2 +0.6%
EPIM
2718
Evelyn Partners Investment Management
$27.1K – – –
RTL
2719
Red Tortoise LLC
Georgia
$26.7K – – –
BFPW
2720
BOK Financial Private Wealth
Colorado
$26.1K -$8.59K -100 -23%
SR
2721
Swiss Re
Switzerland
$25.4K – – –
NRG
2722
Nemes Rush Group
Michigan
$25.2K -$687 -8 -2%
AIM
2723
Access Investment Management
Georgia
$25.2K – – –
SFG
2724
Strive Financial Group
Indiana
$25K – – –
NOI
2725
Newton One Investments
Delaware
$24.9K +$172 +2 +0.6%
107 108
109
110 111