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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1501
SGL Investment Advisors
Montana
$871K -$15.5K -179 -2%
LW
1502
Linscomb Wealth
Texas
$870K -$94.9K -1,093 -10%
WPA
1503
Winning Points Advisors
Florida
$870K +$3.15M +36,306 New
MSFS
1504
Main Street Financial Solutions
Pennsylvania
$870K -$684K -7,884 -46%
STA
1505
Smith Thornton Advisors
Alabama
$869K -$23.4K -270 -3%
GWANC
1506
Guardian Wealth Advisors (North Carolina)
North Carolina
$868K +$3.3K +38 +0.4%
NFTC
1507
North Forty Two & Co
Oregon
$868K -$8.68K -100 -1%
MA
1508
MCF Advisors
Kentucky
$866K +$44.6K +514 +6%
SMA
1509
Seven Mile Advisory
New Jersey
$865K -$60.9K -701 -7%
OL
1510
Optas LLC
Texas
$864K +$67.2K +774 +9%
FMLI
1511
Fukoku Mutual Life Insurance
Japan
$862K -$101K -1,168 -11%
RWA
1512
River Wealth Advisors
Pennsylvania
$861K -$200K -2,303 -20%
VWM
1513
Venturi Wealth Management
Texas
$858K -$48.3K -556 -6%
KF
1514
Krilogy Financial
Missouri
$858K +$8.77K +101 +1%
MCM
1515
Monument Capital Management
Virginia
$855K – – –
RMDI
1516
R.M. Davis Inc
Maine
$855K +$8.86K +102 +1%
ML
1517
McAdam LLC
Pennsylvania
$853K -$7.9K -91 -1%
JC
1518
Jacobs & Co
California
$853K – – –
RCG
1519
Regatta Capital Group
California
$852K +$87 +1 +0%
TF
1520
Trek Financial
Arizona
$851K -$293K -3,370 -27%
FWP
1521
FAS Wealth Partners
Kansas
$847K +$5.56K +64 +0.7%
EWM
1522
Evermay Wealth Management
Virginia
$845K – – –
MIFH
1523
Migdal Insurance & Financial Holdings
Israel
$839K -$122K -1,406 -14%
FI
1524
Financial Insights
Washington
$837K +$32.1K +370 +4%
CVM
1525
Cheviot Value Management
California
$836K -$26K -300 -3%
59 60
61
62 63