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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
1376
Old North State Trust
North Carolina
$387K -$481K -11,962 -57%
KFGK
1377
Keystone Financial Group (Kentucky)
Kentucky
$386K +$364K +9,040 New
CS
1378
Candriam SCA
Luxembourg
$385K +$75.3K +1,871 +26%
SSB
1379
Sandy Spring Bank
Maryland
$385K -$13.7K -340 -4%
CA
1380
Claar Advisors
New York
$384K – – –
AWA
1381
Aaron Wealth Advisors
Illinois
$384K +$133K +3,298 +58%
1WM
1382
1900 Wealth Management
Texas
$383K +$201 +5 +0.1%
SMA
1383
Sage Mountain Advisors
Georgia
$382K -$52.1K -1,294 -13%
VCM
1384
Virtue Capital Management
Tennessee
$382K +$353K +8,776 New
BWA
1385
BDO Wealth Advisors
Florida
$382K +$315K +7,824 +702%
CA
1386
Cornerstone Advisory
Maryland
$381K -$30.6K -759 -8%
BAM
1387
Belpointe Asset Management
Nevada
$380K -$712K -17,692 -66%
GSC
1388
Grey Street Capital
Illinois
$379K +$358K +8,888 New
CWA
1389
CM Wealth Advisors
Ohio
$379K -$1.09M -27,067 -77%
WLPWM
1390
Walled Lake Planning & Wealth Management
Illinois
$379K -$193K -4,790 -35%
EWA
1391
Exencial Wealth Advisors
Oklahoma
$378K +$38.4K +955 +12%
TCM
1392
Tributary Capital Management
Nebraska
$378K -$8.05K -200 -2%
WCWM
1393
Willow Creek Wealth Management
California
$378K +$356K +8,845 New
FIM
1394
Freedom Investment Management
Connecticut
$377K -$58.4K -1,451 -14%
PCI
1395
Pacifica Capital Investments
Texas
$377K – – –
LWP
1396
LMG Wealth Partners
Louisiana
$377K – – –
MCM
1397
Manchester Capital Management
Vermont
$376K – – –
SFP
1398
Sweet Financial Partners
Minnesota
$376K -$2.25K -56 -0.6%
MIP
1399
Marietta Investment Partners
Wisconsin
$376K – – –
HI
1400
Hudock Inc
Pennsylvania
$374K +$966 +24 +0.3%
54 55
56
57 58