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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
1476
Bank Hapoalim BM
Israel
$313K -$70.3K -1,629 -18%
NHT
1477
New Hampshire Trust
New Hampshire
$313K -$12.7K -295 -4%
RA
1478
Rational Advisors
New York
$312K -$138K -3,197 -29%
RWP
1479
RWA Wealth Partners
Massachusetts
$311K +$329K +7,612 New
AC
1480
AlphaCore Capital
California
$308K -$16.7K -386 -5%
TAM
1481
Titleist Asset Management
Texas
$307K +$325K +7,522 New
FFA
1482
Founders Financial Alliance
North Carolina
$307K -$19K -439 -6%
RG
1483
Retirement Group
California
$307K – – –
MSFS
1484
Main Street Financial Solutions
Pennsylvania
$307K +$25.6K +592 +9%
CAM
1485
Cidel Asset Management
Ontario, Canada
$306K – – –
PWP
1486
Pursue Wealth Partners
California
$306K – – –
PSB
1487
Piscataqua Savings Bank
New Hampshire
$306K – – –
RDWM
1488
Red Door Wealth Management
Tennessee
$305K -$13.2K -305 -4%
CAC
1489
Core Alternative Capital
Georgia
$305K -$6K -139 -2%
LA
1490
Lynch & Associates
Indiana
$305K +$14.4K +334 +5%
FNBTCON
1491
First National Bank & Trust Co of Newtown
Pennsylvania
$304K – – –
MA
1492
MONECO Advisors
Connecticut
$303K +$19.6K +453 +6%
NJBEST
1493
New Jersey Better Educational Savings Trust
New Jersey
$302K – – –
BCCM
1494
Bridge Creek Capital Management
Massachusetts
$302K – – –
CL
1495
COWA LLC
Oklahoma
$302K – – –
CA
1496
Cornerstone Advisory
Maryland
$301K -$66.7K -1,546 -17%
BMWM
1497
Brown Miller Wealth Management
Virginia
$300K +$317K +7,333 New
CWS
1498
Confluence Wealth Services
Pennsylvania
$299K +$6.39K +148 +2%
WWMSC
1499
Wagner Wealth Management (South Carolina)
South Carolina
$299K -$259 -6 -0.1%
KP
1500
Keel Point
Alabama
$299K -$37.7K -873 -11%
58 59
60
61 62