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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPG
2751
My Portfolio Guide
California
$16.9K +$18.2K +212 New
CWM
2752
Consultiva Wealth Management
Puerto Rico
$16.5K – – –
ACM
2753
Anfield Capital Management
California
$15K – – –
PG
2754
Proffitt & Goodson
Tennessee
$14.6K – – –
PF
2755
PlanVest Financial
Maryland
$14.4K +$15.5K +180 New
BIM
2756
Breakwater Investment Management
Washington
$14.2K – – –
NF
2757
Napier Financial
Massachusetts
$13.8K +$14.9K +174 New
PIS
2758
POM Investment Strategies
North Carolina
$13.7K +$4.38K +51 +42%
STB
2759
S&T Bank
Pennsylvania
$13.7K +$10.5K +122 +244%
BFS
2760
Bare Financial Services
Pennsylvania
$13.5K +$8.76K +102 +150%
AP
2761
Aspect Partners
Virginia
$13.5K -$4.64K -54 -24%
IAS
2762
IMA Advisory Services
Colorado
$13.2K – – –
IUHSA
2763
Itau Unibanco Holding S.A.
Brazil
$13.1K +$14.1K +164 New
WWM
2764
Wolff Wiese Magana
California
$12.7K – – –
BC
2765
Broadwater Capital
Massachusetts
$12.4K – – –
AI
2766
Atomic Invest
New York
$12.1K -$3.18K -37 -19%
AEPWM
2767
Atlantic Edge Private Wealth Management
Florida
$11.9K – – –
SC
2768
Swan Capital
Florida
$11.9K – – –
PS
2769
PayPay Securities
Japan
$11.6K +$2.66K +31 +28%
EPAM
2770
Evelyn Partners Asset Management
$11.5K – – –
EWM
2771
Evolution Wealth Management
Florida
$11.3K +$10.8K +126 +788%
WAU
2772
Wellington-Altus USA
Manitoba, Canada
$10.1K -$12.9K -150 -55%
IA
2773
IFS Advisors
Kansas
$9.39K – – –
CWA
2774
Carolina Wealth Advisors
South Carolina
$9K – – –
UFPG
2775
United Financial Planning Group
New York
$8.76K -$429 -5 -4%
109 110
111
112 113