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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
2801
Nemes Rush Group
Michigan
$30.2K +$28.1K +324 New
RWA
2802
Redmont Wealth Advisors
Illinois
$29.8K – – –
SR
2803
Swiss Re
Switzerland
$29.7K +$27.7K +319 New
SFG
2804
Strive Financial Group
Indiana
$29.5K +$27.4K +316 New
NOI
2805
Newton One Investments
Delaware
$29K +$87 +1 +0.3%
CWP
2806
Clark Wealth Partners
Illinois
$28.7K – – –
RWS
2807
Retirement Wealth Solutions
Wisconsin
$28.7K – – –
BCM
2808
Berbice Capital Management
New York
$28K – – –
JGCM
2809
Joseph Group Capital Management
Ohio
$28K +$26K +300 New
TIAAOA
2810
Teachers Insurance & Annuity Association of America
New York
$27.2K – – –
EWP
2811
Elevation Wealth Partners
California
$27.1K +$4.86K +56 +24%
AIM
2812
Access Investment Management
Georgia
$26.5K – – –
NL
2813
Navalign LLC
California
$26K +$24.2K +279 New
MAM
2814
Marquette Asset Management
Minnesota
$25.5K -$5.04K -58 -17%
WAU
2815
Wellington-Altus USA
Manitoba, Canada
$25.4K +$23.6K +272 New
MCP
2816
Miller Capital Partners
Michigan
$25.2K +$23.4K +270 New
GFA
2817
Godfrey Financial Associates
New York
$24.9K +$23.2K +267 New
CCM
2818
Copeland Capital Management
Pennsylvania
$24K – – –
CMP
2819
Coston McIsaac & Partners
Maine
$24K – – –
HB
2820
Horizon Bancorp
Indiana
$24K – – –
BC
2821
Bayforest Capital
United Kingdom
$23.3K -$38K -438 -64%
GAMC
2822
Garner Asset Management Corp
Texas
$23.3K +$21.7K +250 New
AF
2823
Abound Financial
California
$23K +$21.4K +247 New
TFA
2824
Toth Financial Advisory
Virginia
$22.3K +$3.82K +44 +23%
HIW
2825
Holos Integrated Wealth
Pennsylvania
$22.1K – – –