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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2801
Newton One Investments
Delaware
$29K +$87 +1 +0.3%
CWP
2802
Clark Wealth Partners
Illinois
$28.7K – – –
RWS
2803
Retirement Wealth Solutions
Wisconsin
$28.7K – – –
BCM
2804
Berbice Capital Management
New York
$28K – – –
JGCM
2805
Joseph Group Capital Management
Ohio
$28K +$26K +300 New
TIAAOA
2806
Teachers Insurance & Annuity Association of America
New York
$27.2K – – –
EWP
2807
Elevation Wealth Partners
California
$27.1K +$4.86K +56 +24%
AIM
2808
Access Investment Management
Georgia
$26.5K – – –
NL
2809
Navalign LLC
California
$26K +$24.2K +279 New
MAM
2810
Marquette Asset Management
Minnesota
$25.5K -$5.04K -58 -17%
MCP
2811
Miller Capital Partners
Michigan
$25.2K +$23.4K +270 New
GFA
2812
Godfrey Financial Associates
New York
$24.9K +$23.2K +267 New
CCM
2813
Copeland Capital Management
Pennsylvania
$24K – – –
CMP
2814
Coston McIsaac & Partners
Maine
$24K – – –
HB
2815
Horizon Bancorp
Indiana
$24K – – –
BC
2816
Bayforest Capital
United Kingdom
$23.3K -$38K -438 -64%
GAMC
2817
Garner Asset Management Corp
Texas
$23.3K +$21.7K +250 New
AF
2818
Abound Financial
California
$23K +$21.4K +247 New
TFA
2819
Toth Financial Advisory
Virginia
$22.3K +$3.82K +44 +23%
HIW
2820
Holos Integrated Wealth
Pennsylvania
$22.1K – – –
KA
2821
Kozak & Associates
Colorado
$21.8K +$87 +1 +0.4%
HHGA
2822
Halbert Hargrove Global Advisors
California
$21.7K +$1.3K +15 +7%
GF
2823
GGM Financials
Ohio
$21.6K +$87 +1 +0.4%
AP
2824
Aspect Partners
Virginia
$20.8K +$2.87K +33 +17%
IW
2825
Imprint Wealth
South Carolina
$20.7K -$12.8K -148 -40%
111 112
113
114 115