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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
3001
Nova R Wealth
Kansas
– -$202K -2,163 Closed
FWP
3002
Fiduciary Wealth Partners
Massachusetts
– -$201K -2,157 Closed
S
3003
SharpePoint
Arizona
– -$201K -2,153 Closed
PWMG
3004
Pinnacle Wealth Management Group
Michigan
– -$200K -2,150 Closed
SFP
3005
Shepherd Financial Partners
Massachusetts
– -$200K -2,150 Closed
CGA
3006
Crescent Grove Advisors
Illinois
– -$200K -2,146 Closed
CCA
3007
Catalyst Capital Advisors
New York
– -$188K -2,021 Closed
GWM
3008
Greenline Wealth Management
Florida
– -$182K -1,952 Closed
WWA
3009
Wealth Watch Advisors
Colorado
– -$169K -1,810 Closed
OC
3010
Optima Capital
Oregon
– -$154K -1,649 Closed
KBFS
3011
Kohmann Bosshard Financial Services
Ohio
– -$144K -1,542 Closed
FC
3012
Family CFO
California
– -$126K -1,347 Closed
SA
3013
Strategic Advocates
Utah
– -$121K -1,280 Closed
IIM
3014
IFC & Insurance Marketing
California
– -$107K -1,153 Closed
IWM
3015
IMG Wealth Management
Florida
– -$105K -1,124 Closed
OA
3016
Operose Advisors
Wisconsin
– -$93.2K -1,000 Closed
BGWM
3017
Bridge Generations Wealth Management
Florida
– -$89.7K -962 Closed
HHMI
3018
Howard Hughes Medical Institute
Maryland
– -$63.1K -677 Closed
ASC
3019
Ares Systematic Credit
– -$669K -550 Closed
MCM
3020
MidAtlantic Capital Management
Virginia
– -$42.1K -452 Closed
CRI
3021
Commonwealth Retirement Investments
Virginia
– -$40K -429 Closed
FIM
3022
FWL Investment Management
Texas
– -$33.1K -355 Closed
MA
3023
Modus Advisors
Minnesota
– -$32.6K -350 Closed
TPBG
3024
Turning Point Benefit Group
Maryland
– -$31.2K -335 Closed
QA
3025
Quattro Advisors
Pennsylvania
– -$30.4K -326 Closed
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