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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBOF
1251
City National Bank of Florida
Florida
$1.2M -$61.7K -768 -5%
WAM
1252
Wolverine Asset Management
Illinois
$1.2M -$6.14M -76,391 -84%
DTC
1253
Davidson Trust Company
Washington
$1.2M -$17K -211 -1%
CAMG
1254
CWA Asset Management Group
Florida
$1.2M -$4.7M -58,454 -80%
RDFA
1255
Ritter Daniher Financial Advisory
Ohio
$1.2M -$13.7K -171 -1%
FFA
1256
Fragasso Financial Advisors
Pennsylvania
$1.2M -$19.4K -241 -2%
SC
1257
SouthState Corp
Florida
$1.2M +$162K +2,013 +16%
TCWA
1258
Turtle Creek Wealth Advisors
Texas
$1.2M -$191K -2,373 -14%
BFG
1259
Berger Financial Group
Minnesota
$1.19M +$47K +585 +4%
WWM
1260
Whalen Wealth Management
Nevada
$1.19M +$250K +3,105 +27%
CWP
1261
Cyndeo Wealth Partners
Florida
$1.19M +$14.7K +183 +1%
SIC
1262
Salem Investment Counselors
North Carolina
$1.19M – – –
QWP
1263
Quotient Wealth Partners
Texas
$1.18M +$41.8K +520 +4%
PCG
1264
Prosperity Consulting Group
Maryland
$1.18M +$99.8K +1,242 +10%
SN
1265
Sittner & Nelson
Oregon
$1.18M -$4.74K -59 -0.4%
CWM
1266
C2C Wealth Management
Arizona
$1.18M +$82.5K +1,026 +8%
KC
1267
Knuff & Co
California
$1.18M – – –
PCP
1268
Proficio Capital Partners
Massachusetts
$1.18M +$1.15M +14,276 New
PCS
1269
Personal CFO Solutions
New Jersey
$1.18M -$126K -1,573 -10%
PP
1270
PDS Planning
Ohio
$1.17M +$60.2K +749 +6%
1SB
1271
1ST Source Bank
Indiana
$1.17M – – –
BTW
1272
Boston Trust Walden
Massachusetts
$1.17M -$32.1K -400 -3%
CFP
1273
Catalyst Financial Partners
Massachusetts
$1.17M +$44.4K +552 +4%
BF
1274
Brucke Financial
Indiana
$1.16M -$39.8K -495 -3%
NI
1275
Natural Investments
California
$1.16M +$432K +5,372 +62%
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51
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