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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1551
Morris Financial Concepts
South Carolina
$335K +$294K +6,811 New
WF
1552
Wayfinding Financial
Washington
$335K -$23.6K -548 -7%
SAM
1553
Summit Asset Management
Tennessee
$335K -$65.6K -1,520 -18%
PMFA
1554
Plante Moran Financial Advisors
Michigan
$334K -$16.4K -380 -5%
BFG
1555
Berger Financial Group
Minnesota
$333K -$17.9K -415 -6%
LWCFA
1556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K -$21.4K -495 -7%
DMC
1557
Drexel Morgan & Co
Pennsylvania
$332K – – –
CIA
1558
Cape Investment Advisory
Georgia
$332K +$9.45K +219 +3%
FMB
1559
Field & Main Bank
Kentucky
$332K +$7.55K +175 +3%
EWA
1560
ERTS Wealth Advisors
Michigan
$331K +$9.84K +228 +4%
CGH
1561
CMG Global Holdings
Texas
$331K -$345 -8 -0.1%
AG
1562
AlTi Global
New York
$330K +$289K +6,705 New
GC
1563
Gratus Capital
Georgia
$330K -$89.5K -2,074 -24%
BWP
1564
Baldwin Wealth Partners
Massachusetts
$330K -$43.2K -1,000 -13%
AIA
1565
Arbor Investment Advisors
North Carolina
$328K -$50.4K -1,168 -15%
LC
1566
Lincoln Capital
Nebraska
$328K -$1.64K -38 -0.6%
EGA
1567
E&G Advisors
Texas
$327K -$24.4K -565 -8%
EP
1568
EPIQ Partners
Minnesota
$327K +$287K +6,650 New
PWA
1569
Physician Wealth Advisors
Utah
$327K -$1.17K -27 -0.4%
BWM
1570
BNC Wealth Management
Oregon
$325K +$1.55K +36 +0.5%
CWS
1571
Confluence Wealth Services
Pennsylvania
$325K -$31K -718 -10%
BWM
1572
Baron Wealth Management
Michigan
$325K +$22.1K +511 +8%
HIG
1573
Heritage Investment Group
Florida
$324K -$10.8K -251 -4%
LIA
1574
LBMC Investment Advisors
Tennessee
$323K – – –
EFL
1575
ERn Financial LLC
Wisconsin
$322K +$300K +6,944 New
61 62
63
64 65