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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
2726
Nemes Rush Group
Michigan
$25.2K -$687 -8 -2%
AIM
2727
Access Investment Management
Georgia
$25.2K – – –
SFG
2728
Strive Financial Group
Indiana
$25K – – –
NOI
2729
Newton One Investments
Delaware
$24.9K +$172 +2 +0.6%
CWP
2730
Clark Wealth Partners
Illinois
$24.6K +$86 +1 +0.3%
BCM
2731
Berbice Capital Management
New York
$23.9K – – –
CM
2732
Capula Management
Cayman Islands
$23.2K +$25K +291 New
GFA
2733
Godfrey Financial Associates
New York
$22.1K +$945 +11 +4%
MCP
2734
Miller Capital Partners
Michigan
$21.5K – – –
CCM
2735
Copeland Capital Management
Pennsylvania
$20.5K – – –
IWS
2736
Intentional Wealth Strategies
Colorado
$20.4K +$22K +256 New
CMP
2737
Coston McIsaac & Partners
Maine
$20K +$86 +1 +0.4%
KA
2738
Kozak & Associates
Colorado
$19.8K +$172 +2 +0.9%
TFA
2739
Toth Financial Advisory
Virginia
$19.7K +$687 +8 +3%
SIM
2740
Synergy Investment Management
Florida
$19.7K +$21.2K +247 New
RWS
2741
Retirement Wealth Solutions
Wisconsin
$19.3K -$5.58K -65 -21%
HIW
2742
Holos Integrated Wealth
Pennsylvania
$19K – – –
GF
2743
GGM Financials
Ohio
$18.6K +$86 +1 +0.4%
PUI
2744
Purpose Unlimited Inc
$18.5K +$20K +233 New
PWA
2745
Principia Wealth Advisory
Texas
$18.1K +$1.63K +19 +9%
BH
2746
Burk Holdings
Oklahoma
$18K +$19.4K +226 New
HIC
2747
Hamrick Investment Counsel
Washington
$18K +$19.4K +226 New
MWM
2748
Mosley Wealth Management
California
$17.5K +$18K +209 New
GCM
2749
Gunpowder Capital Management
Maryland
$17.4K – – –
RS
2750
Rakuten Securities
Japan
$17.4K -$56.8K -661 -75%
108 109
110
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