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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1501
Avidian Wealth Enterprises
Texas
$616K +$41.2K +603 +7%
AMG
1502
Advisors Management Group
Wisconsin
$615K – – –
LJAC
1503
L.J. Altfest & Co
New York
$613K +$751 +11 +0.1%
CFA
1504
Cahill Financial Advisors
Minnesota
$613K -$39K -571 -6%
BCA
1505
Bray Capital Advisors
Florida
$612K +$341 +5 +0.1%
TCM
1506
Triumph Capital Management
Colorado
$611K -$21.9K -321 -4%
SC
1507
Summa Corp
Texas
$611K – – –
SEIA
1508
Signature Estate & Investment Advisors
California
$610K +$149K +2,177 +33%
EWM
1509
Evermay Wealth Management
Virginia
$609K -$2.46K -36 -0.4%
NL
1510
NWAM LLC
Washington
$609K +$218K +3,191 +58%
SCM
1511
Sebold Capital Management
Illinois
$606K -$36.4K -533 -6%
OWM
1512
OneAscent Wealth Management
Alabama
$606K +$11K +161 +2%
CA
1513
Cornerstone Advisory
Maryland
$605K +$16.5K +241 +3%
SWM
1514
SilverOak Wealth Management
Minnesota
$605K +$1.3K +19 +0.2%
WPWM
1515
Western Pacific Wealth Management
Illinois
$602K – – –
BWP
1516
BlueStem Wealth Partners
Minnesota
$595K +$578K +8,473 New
TAM
1517
Tucker Asset Management
Colorado
$593K -$111K -1,628 -16%
NIM
1518
Northeast Investment Management
Massachusetts
$591K – – –
BAM
1519
Belpointe Asset Management
Nevada
$591K -$54.6K -800 -7%
EGA
1520
Eagle Global Advisors
Texas
$591K -$6.49K -95 -1%
BTIM
1521
BancFirst Trust & Investment Management
Oklahoma
$590K – – –
PA
1522
Promethium Advisors
Maryland
$590K -$19.5K -285 -3%
MMG
1523
Monetary Management Group
Missouri
$590K – – –
MSWM
1524
McGlone Suttner Wealth Management
Wisconsin
$586K +$223K +3,262 +64%
CNBT
1525
Canandaigua National Bank & Trust
New York
$585K -$38.6K -565 -6%
59 60
61
62 63