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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1451
Holistic Planning
Texas
$792K +$5.11K +63 +0.7%
AWM
1452
Aprio Wealth Management
Georgia
$792K +$82.8K +1,021 +12%
AIM
1453
Athena Investment Management
California
$792K – – –
QWM
1454
Quadcap Wealth Management
Texas
$789K -$48.6K -599 -6%
NFTC
1455
North Forty Two & Co
Oregon
$789K -$73K -900 -9%
VBA
1456
von Borstel & Associates
Oregon
$785K +$501K +6,181 +210%
SWA
1457
Stratos Wealth Advisors
Ohio
$784K +$17.2K +212 +2%
PL
1458
Perpetual Ltd
Australia
$782K +$57.7K +712 +8%
GCM
1459
Genus Capital Management
British Columbia, Canada
$780K +$754K +9,300 New
SB
1460
Strategic Blueprint
Georgia
$779K +$44.4K +548 +6%
GWANC
1461
Guardian Wealth Advisors (North Carolina)
North Carolina
$777K +$118K +1,458 +19%
RCM
1462
Radnor Capital Management
Pennsylvania
$775K -$36.6K -451 -5%
ML
1463
McAdam LLC
Pennsylvania
$775K +$83.4K +1,029 +13%
NNPTE
1464
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$775K -$1.78K -22 -0.2%
AWE
1465
Avidian Wealth Enterprises
Texas
$771K +$33.6K +414 +5%
MCM
1466
Monument Capital Management
Virginia
$769K -$74.7K -921 -9%
PWP
1467
Phillips Wealth Planners
Mississippi
$768K +$496K +6,112 +180%
JC
1468
Jacobs & Co
California
$767K -$71.4K -880 -9%
BWM
1469
Baron Wealth Management
Michigan
$767K +$61.6K +760 +9%
RCG
1470
Regatta Capital Group
California
$766K -$9.08K -112 -1%
CWG
1471
Crown Wealth Group
North Carolina
$762K +$3K +37 +0.4%
RMDI
1472
R.M. Davis Inc
Maine
$760K -$2.51K -31 -0.3%
EWM
1473
Evermay Wealth Management
Virginia
$760K – – –
FWP
1474
FAS Wealth Partners
Kansas
$756K +$4.7K +58 +0.6%
JFA
1475
JNBA Financial Advisors
Minnesota
$750K -$4.87K -60 -0.7%
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