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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1451
Founders Financial Alliance
North Carolina
$339K +$27.9K +694 +10%
NHT
1452
New Hampshire Trust
New Hampshire
$339K +$6.04K +150 +2%
BTIM
1453
BancFirst Trust & Investment Management
Oklahoma
$339K -$22.4K -556 -7%
AC
1454
AlphaCore Capital
California
$338K +$85.7K +2,128 +37%
AIA
1455
Arbor Investment Advisors
North Carolina
$338K -$36.1K -897 -10%
CWP
1456
Cyndeo Wealth Partners
Florida
$336K -$6K -149 -2%
PPG
1457
Peak Planning Group
Colorado
$335K – – –
FTWA
1458
Fifth Third Wealth Advisors
Ohio
$335K +$316K +7,844 New
WC
1459
Weil Company
California
$333K – – –
GCS
1460
Gordian Capital (Singapore)
Singapore
$333K – – –
BWG
1461
Beta Wealth Group
California
$333K +$40.3K +1,000 +15%
RDWM
1462
Red Door Wealth Management
Tennessee
$332K +$11.4K +283 +4%
CT
1463
Coastline Trust
Rhode Island
$330K -$262K -6,497 -46%
CCB
1464
Cutter & Co Brokerage
Missouri
$327K +$55.3K +1,374 +22%
CAC
1465
Core Alternative Capital
Georgia
$325K +$8.53K +212 +3%
WJA
1466
Willis Johnson & Associates
Texas
$324K -$53K -1,317 -15%
FMB
1467
Field & Main Bank
Kentucky
$324K -$16.1K -399 -5%
CB
1468
Cadence Bank
Mississippi
$323K -$11.8K -292 -4%
SAM
1469
S.A. Mason
Michigan
$323K – – –
RWPA
1470
Richard W. Paul & Associates
Michigan
$322K -$1.53K -38 -0.5%
RG
1471
Retirement Group
California
$321K – – –
PWP
1472
Pursue Wealth Partners
California
$320K -$168K -4,180 -36%
CAM
1473
Cidel Asset Management
Ontario, Canada
$320K – – –
MCM
1474
Magnolia Capital Management
New York
$320K – – –
PSB
1475
Piscataqua Savings Bank
New Hampshire
$320K -$31.2K -776 -9%
57 58
59
60 61