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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1426
Physician Wealth Advisors
Utah
$904K -$13.3K -165 -1%
OC
1427
Opinicus Capital
Florida
$902K -$16K -199 -2%
SAM
1428
Sompo Asset Management
Japan
$902K -$118K -1,470 -12%
AG
1429
AlTi Global
New York
$901K -$38.3K -476 -4%
PC
1430
PCB Capital
New Jersey
$901K +$35.2K +438 +4%
DBIA
1431
Dumont & Blake Investment Advisors
New Jersey
$899K -$43.6K -543 -5%
TWM
1432
TRB Wealth Management
Texas
$899K +$61.4K +764 +8%
FMWA
1433
Forvis Mazars Wealth Advisors
Missouri
$898K -$22.1K -275 -2%
LGA
1434
Lebenthal Global Advisors
New York
$898K -$675K -8,397 -44%
PCFFS
1435
Pacific Center for Financial Services
California
$896K +$241 +3 +0%
AIA
1436
AIMZ Investment Advisors
California
$896K -$25.2K -314 -3%
FLI
1437
Family Legacy Inc
South Carolina
$896K – – –
HH
1438
Hilltop Holdings
Texas
$896K +$884 +11 +0.1%
WA1
1439
Wimmer Associates 1
California
$894K – – –
CP
1440
Clarendon Private
Massachusetts
$893K -$16.6K -206 -2%
EC
1441
EntryPoint Capital
New York
$892K +$868K +10,799 New
AWAP
1442
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$892K -$11.3K -140 -1%
PA
1443
PFW Advisors
Georgia
$891K +$5.79K +72 +0.7%
MB
1444
MidFirst Bank
Oklahoma
$890K +$2.65K +33 +0.3%
SWM
1445
Spire Wealth Management
Virginia
$888K -$327K -4,074 -27%
FFM
1446
Flagstone Financial Management
Nebraska
$888K +$643 +8 +0.1%
ZF
1447
Zhang Financial
Michigan
$888K +$161 +2 +0%
AIM
1448
Aspen Investment Management
Michigan
$887K -$8.04K -100 -0.9%
TCBWMS
1449
Texas Capital Bank Wealth Management Services
Texas
$885K +$86.2K +1,072 +11%
WBCM
1450
Wilson & Boucher Capital Management
California
$884K -$32.1K -400 -4%
56 57
58
59 60