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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1501
Martingale Asset Management
Massachusetts
$429K +$185K +3,269 +75%
CAM
1502
Campion Asset Management
Virginia
$428K -$15.3K -270 -3%
PC
1503
Permanens Capital
New York
$428K +$428K +7,574 New
KIM
1504
Kestra Investment Management
Texas
$428K +$428K +7,570 New
WDL
1505
Well Done LLC
Michigan
$427K -$22.3K -394 -5%
FDS
1506
First Dallas Securities
Texas
$427K +$11.3K +200 +3%
GAA
1507
Global Assets Advisory
Florida
$425K +$34K +602 +9%
MA
1508
MCF Advisors
Kentucky
$424K -$10.6K -188 -2%
CWM
1509
Connecticut Wealth Management
Connecticut
$423K +$151K +2,671 +55%
TWM
1510
Thrive Wealth Management
Pennsylvania
$422K -$1.41K -25 -0.3%
SIM
1511
Sentry Investment Management
Wisconsin
$422K -$115K -2,026 -21%
IC
1512
Iconiq Capital
California
$422K +$422K +7,466 New
SWA
1513
Stratos Wealth Advisors
Ohio
$422K +$5.54K +98 +1%
GWANC
1514
Guardian Wealth Advisors (North Carolina)
North Carolina
$420K +$6.84K +121 +2%
UWPG
1515
Ullmann Wealth Partners Group
Florida
$419K -$9.5K -168 -2%
FA
1516
Faithward Advisors
Pennsylvania
$418K -$4.52K -80 -1%
BCCM
1517
Bridge Creek Capital Management
Massachusetts
$418K – – –
EFL
1518
ERn Financial LLC
Wisconsin
$418K +$1.87K +33 +0.4%
TH
1519
TCTC Holdings
Texas
$417K +$1.13K +20 +0.3%
TAM
1520
Titleist Asset Management
Texas
$416K -$37K -654 -8%
FI
1521
Financial Insights
Washington
$415K -$22.8K -403 -5%
PCI
1522
Pacifica Capital Investments
Texas
$414K – – –
HP
1523
Holistic Planning
Texas
$414K +$158K +2,786 +61%
CA
1524
Cornerstone Advisory
Maryland
$414K +$4.64K +82 +1%
SW
1525
SteelPeak Wealth
California
$414K +$17.6K +311 +4%
59 60
61
62 63