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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1251
Ritter Daniher Financial Advisory
Ohio
$1.2M -$13.7K -171 -1%
FFA
1252
Fragasso Financial Advisors
Pennsylvania
$1.2M -$19.4K -241 -2%
SC
1253
SouthState Corp
Florida
$1.2M +$162K +2,013 +16%
TCWA
1254
Turtle Creek Wealth Advisors
Texas
$1.2M -$191K -2,373 -14%
BFG
1255
Berger Financial Group
Minnesota
$1.19M +$47K +585 +4%
WWM
1256
Whalen Wealth Management
Nevada
$1.19M +$250K +3,105 +27%
CWP
1257
Cyndeo Wealth Partners
Florida
$1.19M +$14.7K +183 +1%
SIC
1258
Salem Investment Counselors
North Carolina
$1.19M – – –
QWP
1259
Quotient Wealth Partners
Texas
$1.18M +$41.8K +520 +4%
PCG
1260
Prosperity Consulting Group
Maryland
$1.18M +$99.8K +1,242 +10%
SN
1261
Sittner & Nelson
Oregon
$1.18M -$4.74K -59 -0.4%
CWM
1262
C2C Wealth Management
Arizona
$1.18M +$82.5K +1,026 +8%
KC
1263
Knuff & Co
California
$1.18M – – –
PCP
1264
Proficio Capital Partners
Massachusetts
$1.18M +$1.15M +14,276 New
PCS
1265
Personal CFO Solutions
New Jersey
$1.18M -$126K -1,573 -10%
PP
1266
PDS Planning
Ohio
$1.17M +$60.2K +749 +6%
1SB
1267
1ST Source Bank
Indiana
$1.17M – – –
BTW
1268
Boston Trust Walden
Massachusetts
$1.17M -$32.1K -400 -3%
CFP
1269
Catalyst Financial Partners
Massachusetts
$1.17M +$44.4K +552 +4%
BF
1270
Brucke Financial
Indiana
$1.16M -$39.8K -495 -3%
NI
1271
Natural Investments
California
$1.16M +$432K +5,372 +62%
CC
1272
Centiva Capital
New York
$1.16M +$1.13M +14,000 New
OPCM
1273
Osborne Partners Capital Management
California
$1.16M -$221K -2,750 -16%
TNB
1274
Thomasville National Bank
Georgia
$1.16M +$1.12M +13,987 New
LF
1275
LifeSteps Financial
California
$1.15M +$5.63K +70 +0.5%
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