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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TBT
3001
Texas Bank & Trust
Texas
– -$203K -2,183 Closed
KPWM
3002
KDK Private Wealth Management
Texas
– -$202K -2,171 Closed
FF
3003
Formulate Financial
Florida
– -$202K -2,170 Closed
RWB
3004
RMR Wealth Builders
New Jersey
– -$202K -2,169 Closed
AWM
3005
Act Wealth Management
Texas
– -$202K -2,167 Closed
ACM
3006
AUA Capital Management
Pennsylvania
– -$202K -2,163 Closed
MFS
3007
McNamara Financial Services
Massachusetts
– -$202K -2,163 Closed
NRW
3008
Nova R Wealth
Kansas
– -$202K -2,163 Closed
FWP
3009
Fiduciary Wealth Partners
Massachusetts
– -$201K -2,157 Closed
S
3010
SharpePoint
Arizona
– -$201K -2,153 Closed
PWMG
3011
Pinnacle Wealth Management Group
Michigan
– -$200K -2,150 Closed
SFP
3012
Shepherd Financial Partners
Massachusetts
– -$200K -2,150 Closed
CGA
3013
Crescent Grove Advisors
Illinois
– -$200K -2,146 Closed
CCA
3014
Catalyst Capital Advisors
New York
– -$188K -2,021 Closed
GWM
3015
Greenline Wealth Management
Florida
– -$182K -1,952 Closed
WWA
3016
Wealth Watch Advisors
Colorado
– -$169K -1,810 Closed
OC
3017
Optima Capital
Oregon
– -$154K -1,649 Closed
KBFS
3018
Kohmann Bosshard Financial Services
Ohio
– -$144K -1,542 Closed
FC
3019
Family CFO
California
– -$126K -1,347 Closed
SA
3020
Strategic Advocates
Utah
– -$121K -1,280 Closed
IIM
3021
IFC & Insurance Marketing
California
– -$107K -1,153 Closed
IWM
3022
IMG Wealth Management
Florida
– -$105K -1,124 Closed
OA
3023
Operose Advisors
Wisconsin
– -$93.2K -1,000 Closed
BGWM
3024
Bridge Generations Wealth Management
Florida
– -$89.7K -962 Closed
HHMI
3025
Howard Hughes Medical Institute
Maryland
– -$63.1K -677 Closed
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