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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1351
Avantax Planning Partners
Iowa
$947K +$105K +1,220 +11%
WT
1352
Washington Trust
Rhode Island
$944K +$109K +1,271 +12%
IDA
1353
Intelligence Driven Advisers
California
$944K -$132K -1,532 -11%
SOS
1354
Silver Oak Securities
Tennessee
$940K +$85.5K +996 +9%
MG
1355
Marex Group
$939K +$664K +7,734 +190%
CPA
1356
Capital Performance Advisors
California
$938K +$61.2K +713 +6%
MAWA
1357
Moss Adams Wealth Advisors
Washington
$938K -$23.2K -270 -2%
HWA
1358
HCR Wealth Advisors
California
$937K +$6.44K +75 +0.6%
CFO
1359
Cambient Family Office
Michigan
$936K +$75.2K +876 +8%
PWP
1360
Phillips Wealth Planners
Mississippi
$935K +$191K +2,224 +21%
CIA
1361
Cladis Investment Advisory
Montana
$934K -$85.9K -1,000 -8%
SC
1362
Sepio Capital
Utah
$932K -$86 -1 -0%
SC
1363
Scratch Capital
Idaho
$931K -$189K -2,206 -16%
SWM
1364
SeaCrest Wealth Management
New York
$927K -$63K -733 -6%
PIA
1365
Perennial Investment Advisors
California
$926K -$19.5K -227 -2%
LIA
1366
LBMC Investment Advisors
Tennessee
$926K -$8.68K -101 -0.9%
LWMNY
1367
Landmark Wealth Management (New York)
New York
$925K +$998K +11,621 New
NSUP
1368
NLB Skladi upravljanje premozenja
$923K +$68.7K +800 +7%
E
1369
Evansbrook
Illinois
$919K – – –
DAS
1370
Diversify Advisory Services
Utah
$915K -$1.24M -14,424 -56%
SI
1371
Saxon Interests
Texas
$913K +$598K +6,963 +155%
SFO
1372
Stokes Family Office
Louisiana
$913K -$269K -3,130 -21%
MFS
1373
Mattson Financial Services
Michigan
$913K +$58.7K +683 +6%
DBIA
1374
Dumont & Blake Investment Advisors
New Jersey
$910K -$687 -8 -0.1%
MAM
1375
Madison Asset Management
Wisconsin
$908K -$18K -210 -2%
53 54
55
56 57