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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
1376
Farmers Trust Company
Ohio
$907K -$1.12K -13 -0.1%
AG
1377
AlTi Global
New York
$906K +$136K +1,587 +16%
WIM
1378
WealthPlan Investment Management
Nebraska
$901K -$2.4K -28 -0.2%
WIM
1379
Wittenberg Investment Management
Massachusetts
$901K -$8.59K -100 -0.9%
POIA
1380
Pin Oak Investment Advisors
Texas
$899K -$1.29K -15 -0.1%
WWM
1381
Whalen Wealth Management
Nevada
$899K -$220K -2,566 -19%
WCM
1382
Winebrenner Capital Management
Kentucky
$898K – – –
NIA
1383
NBZ Investment Advisors
Tennessee
$894K – – –
BWS
1384
Buck Wealth Strategies
Colorado
$893K +$964K +11,222 New
LFS
1385
Lighthouse Financial Services
California
$893K +$75.2K +875 +9%
KTC
1386
Kentucky Trust Company
Kentucky
$890K – – –
KP
1387
Keel Point
Alabama
$889K -$719K -8,370 -43%
CH
1388
Cromwell Holdings
Wyoming
$889K – – –
VWA
1389
Visionary Wealth Advisors
Illinois
$889K -$82.7K -963 -8%
NP
1390
Nilsine Partners
Colorado
$888K -$248K -2,883 -21%
AIA
1391
AIMZ Investment Advisors
California
$888K – – –
PMG
1392
Private Management Group
California
$888K – – –
FMWA
1393
Forvis Mazars Wealth Advisors
Missouri
$887K -$94.5K -1,100 -9%
KJWM
1394
Kiley Juergens Wealth Management
Washington
$886K +$12.2K +142 +1%
IWA
1395
Icon Wealth Advisors
Texas
$886K +$238K +2,776 +34%
HWM
1396
Hohimer Wealth Management
Washington
$885K +$433K +5,044 +83%
OC
1397
Opinicus Capital
Florida
$885K +$33.6K +391 +4%
PWA
1398
Physician Wealth Advisors
Utah
$884K +$473K +5,505 +98%
CS
1399
Candriam SCA
Luxembourg
$884K +$11.9K +139 +1%
WBCM
1400
Wilson & Boucher Capital Management
California
$883K +$8.59K +100 +0.9%
54 55
56
57 58