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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
1301
FirstPurpose Wealth
Utah
$450K +$12.8K +318 +3%
RCG
1302
Regatta Capital Group
California
$449K +$39.6K +985 +10%
PCM
1303
Pointe Capital Management
Michigan
$448K -$15.5K -385 -4%
CBA
1304
Coastal Bridge Advisors
Connecticut
$447K -$4.03K -100 -0.9%
WP
1305
WealthSpring Partners
California
$446K +$403 +10 +0.1%
MAM
1306
McCarthy Asset Management
California
$446K -$5.07K -126 -1%
TFO
1307
Tarbox Family Office
California
$445K +$564 +14 +0.1%
FFM
1308
Flagstone Financial Management
Nebraska
$444K -$6.04K -150 -1%
ATFA
1309
All Terrain Financial Advisors
Minnesota
$442K – – –
AG
1310
Ascent Group
Virginia
$442K -$146K -3,637 -27%
MBTD
1311
Mechanics Bank - Trust Department
California
$441K +$102K +2,524 +32%
WANY
1312
Wealthspire Advisors (New York)
New York
$438K +$31.8K +789 +8%
LFA
1313
Lauterbach Financial Advisors
Texas
$438K +$2.17K +54 +0.5%
SC
1314
Steph & Co
Wisconsin
$437K – – –
AIM
1315
Athena Investment Management
California
$436K -$2.54K -63 -0.6%
LW
1316
Linscomb Wealth
Texas
$435K +$410K +10,198 New
HWA
1317
HCR Wealth Advisors
California
$435K -$1.45K -36 -0.4%
BIC
1318
Beach Investment Counsel
Pennsylvania
$434K – – –
BP
1319
BBR Partners
New York
$433K -$37.2K -924 -8%
TCWM
1320
Total Clarity Wealth Management
Illinois
$432K +$407K +10,112 New
MS
1321
Maven Securities
Jersey
$430K -$141K -3,493 -26%
HI
1322
Humankind Investments
New York
$428K +$45K +1,117 +13%
WP
1323
WealthShield Partners
North Carolina
$428K +$44.3K +1,101 +12%
LA
1324
LVW Advisors
New York
$426K – – –
ZIG
1325
Zuckerman Investment Group
Illinois
$425K – – –
51 52
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