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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
Waverly Advisors
Alabama
$713K -$7.01K -131 -0.9%
STA
1252
Summit Trail Advisors
New York
$713K +$409K +7,638 +108%
PCA
1253
Personal Capital Advisors
California
$712K -$130K -2,433 -14%
BWP
1254
Baldwin Wealth Partners
Massachusetts
$712K +$268K +5,000 +52%
CNC
1255
Canandaigua National Corp
New York
$711K +$82.9K +1,548 +12%
OWM
1256
OneAscent Wealth Management
Alabama
$708K +$782K +14,607 New
FCA
1257
FinTrust Capital Advisors
South Carolina
$706K +$522K +9,748 +202%
SG
1258
StoneX Group
New York
$704K +$16.1K +301 +2%
PCM
1259
Prelude Capital Management
New York
$696K -$1.08M -20,269 -59%
LA
1260
LexAurum Advisors
Kansas
$696K +$428 +8 +0.1%
GI
1261
Gradient Investments
Minnesota
$695K -$92.5K -1,728 -11%
SN
1262
Sittner & Nelson
Oregon
$695K – – –
QPWM
1263
Quadrant Private Wealth Management
Pennsylvania
$694K +$62.8K +1,174 +9%
GA
1264
GoalVest Advisory
New York
$693K +$765K +14,294 New
EFS
1265
Econ Financial Services
Pennsylvania
$692K -$184K -3,446 -19%
CPA
1266
Cardiff Park Advisors
California
$692K -$8.67K -162 -1%
FIM
1267
Freedom Investment Management
Connecticut
$691K -$1.62M -30,195 -68%
NWM
1268
Northwest Wealth Management
Iowa
$690K +$23.4K +438 +3%
MCM
1269
MV Capital Management
Maryland
$690K +$31.2K +583 +4%
TCM
1270
Triumph Capital Management
Colorado
$688K -$340K -6,361 -31%
KA
1271
Kovack Advisors
Florida
$688K -$98.4K -1,839 -11%
WIC
1272
Woodmont Investment Counsel
Tennessee
$687K -$39.9K -746 -5%
SFO
1273
Stokes Family Office
Louisiana
$686K +$14.2K +266 +2%
HSA
1274
HBK Sorce Advisory
Pennsylvania
$685K -$14.8K -277 -2%
HWMA
1275
Heritage Wealth Management (Arizona)
Arizona
$685K +$756K +14,132 New
49 50
51
52 53