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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BW
2776
Bravera Wealth
North Dakota
$38.7K +$36K +415 New
RWM
2777
Raffa Wealth Management
District of Columbia
$38.4K +$4.43K +51 +14%
ACM
2778
Accent Capital Management
Ohio
$37.7K
KPP
2779
Kings Path Partners
Texas
$37.3K -$4.34K -50 -11%
CAM
2780
Costello Asset Management
Pennsylvania
$37.1K
CFS
2781
CGC Financial Services
Oregon
$36.9K
T
2782
Tidemark
California
$35.6K -$1.48K -17 -4%
NWM
2783
Nova Wealth Management
Florida
$35.2K -$4.34K -50 -12%
BCM
2784
Boreal Capital Management
Florida
$33.9K
FIM
2785
FWL Investment Management
Texas
$33.1K +$30.8K +355 New
CMA
2786
Cedar Mountain Advisors
Oregon
$32.9K
SIS
2787
Strategic Investment Solutions
Illinois
$32.7K +$1.56K +18 +5%
MIM
2788
Meridiem Investment Management
United Kingdom
$32.6K
MA
2789
Modus Advisors
Minnesota
$32.6K +$30.4K +350 New
PSFG
2790
Park Square Financial Group
Georgia
$32.2K +$13.7K +158 +52%
RPA
2791
Redwood Park Advisors
California
$32.1K -$14K -161 -32%
HFS
2792
Horizon Financial Services
North Carolina
$32K
EPIM
2793
Evelyn Partners Investment Management
$31.7K
RTL
2794
Red Tortoise LLC
Georgia
$31.3K
TPBG
2795
Turning Point Benefit Group
Maryland
$31.2K +$5.9K +68 +25%
QA
2796
Quattro Advisors
Pennsylvania
$30.4K +$28.3K +326 New
NRG
2797
Nemes Rush Group
Michigan
$30.2K +$28.1K +324 New
RWA
2798
Redmont Wealth Advisors
Illinois
$29.8K
SR
2799
Swiss Re
Switzerland
$29.7K +$27.7K +319 New
SFG
2800
Strive Financial Group
Indiana
$29.5K +$27.4K +316 New