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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1251
Sheets Smith Wealth Management
North Carolina
$665K +$295 +6 +0%
FSCM
1252
Front Street Capital Management
Montana
$663K +$3.69K +75 +0.5%
HI
1253
Harbour Investments
Wisconsin
$662K -$5.43M -110,294 -89%
GFP
1254
Gryphon Financial Partners
Ohio
$662K -$425K -8,640 -38%
NWM
1255
Northwest Wealth Management
Iowa
$662K +$243K +4,926 +55%
DP
1256
Denver PWM
Colorado
$660K – – –
FNBT
1257
FineMark National Bank & Trust
Florida
$660K +$17.6K +357 +3%
SWM
1258
Shakespeare Wealth Management
Wisconsin
$658K -$13.4K -272 -2%
WLPWM
1259
Walled Lake Planning & Wealth Management
Illinois
$656K – – –
PFA
1260
Pure Financial Advisors
California
$656K +$21.1K +428 +3%
TC
1261
Titleist Capital
Texas
$656K +$674K +13,683 New
JWA
1262
JFS Wealth Advisors
Pennsylvania
$655K +$7.73K +157 +1%
MCM
1263
MV Capital Management
Maryland
$655K +$53.9K +1,095 +9%
DAS
1264
Dynamic Advisor Solutions
Arizona
$655K +$61.2K +1,244 +10%
XS
1265
XR Securities
Illinois
$651K +$668K +13,564 New
RWA
1266
RGT Wealth Advisors
Texas
$650K -$36.3K -738 -5%
GWMI
1267
Guardian Wealth Management (Illinois)
Illinois
$649K +$666K +13,521 New
WBCM
1268
Wilson & Boucher Capital Management
California
$649K +$666K +13,525 New
FI
1269
Fractal Investments
Connecticut
$647K +$664K +13,479 New
ZIC
1270
ZWJ Investment Counsel
Georgia
$643K – – –
FFA
1271
First Foundation Advisors
California
$643K +$79.6K +1,616 +14%
WAM
1272
Weatherly Asset Management
California
$642K – – –
PWPS
1273
Pinnacle Wealth Planning Services
Ohio
$641K +$123K +2,501 +23%
BHBT
1274
Burke & Herbert Bank & Trust
Virginia
$637K -$91.3K -1,854 -12%
HH
1275
Hilltop Holdings
Texas
$637K +$44.5K +903 +7%
49 50
51
52 53