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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2776
Commonwealth Retirement Investments
Virginia
$40K +$37.2K +429 New
BFPW
2777
BOK Financial Private Wealth
Colorado
$39.9K -$131K -1,509 -78%
MLA
2778
MB, Levis & Associates
Pennsylvania
$39K -$4.08K -47 -10%
MWM
2779
Mascoma Wealth Management
New Hampshire
$38.9K +$3.3K +38 +10%
BW
2780
Bravera Wealth
North Dakota
$38.7K +$36K +415 New
RWM
2781
Raffa Wealth Management
District of Columbia
$38.4K +$4.43K +51 +14%
ACM
2782
Accent Capital Management
Ohio
$37.7K – – –
KPP
2783
Kings Path Partners
Texas
$37.3K -$4.34K -50 -11%
CAM
2784
Costello Asset Management
Pennsylvania
$37.1K – – –
CFS
2785
CGC Financial Services
Oregon
$36.9K – – –
T
2786
Tidemark
California
$35.6K -$1.48K -17 -4%
NWM
2787
Nova Wealth Management
Florida
$35.2K -$4.34K -50 -12%
BCM
2788
Boreal Capital Management
Florida
$33.9K – – –
FIM
2789
FWL Investment Management
Texas
$33.1K +$30.8K +355 New
CMA
2790
Cedar Mountain Advisors
Oregon
$32.9K – – –
SIS
2791
Strategic Investment Solutions
Illinois
$32.7K +$1.56K +18 +5%
MIM
2792
Meridiem Investment Management
United Kingdom
$32.6K – – –
MA
2793
Modus Advisors
Minnesota
$32.6K +$30.4K +350 New
PSFG
2794
Park Square Financial Group
Georgia
$32.2K +$13.7K +158 +52%
RPA
2795
Redwood Park Advisors
California
$32.1K -$14K -161 -32%
HFS
2796
Horizon Financial Services
North Carolina
$32K – – –
EPIM
2797
Evelyn Partners Investment Management
$31.7K – – –
RTL
2798
Red Tortoise LLC
Georgia
$31.3K – – –
TPBG
2799
Turning Point Benefit Group
Maryland
$31.2K +$5.9K +68 +25%
QA
2800
Quattro Advisors
Pennsylvania
$30.4K +$28.3K +326 New
110 111
112
113 114