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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1551
Tradewinds Capital Management
Washington
$555K – – –
SIG
1552
Sky Investment Group
Connecticut
$553K – – –
CIA
1553
Cape Investment Advisory
Georgia
$552K +$5.86K +78 +1%
TH
1554
TCTC Holdings
Texas
$551K +$11.3K +151 +2%
DA
1555
Doliver Advisors
Texas
$551K -$11.3K -150 -2%
EW
1556
Evoke Wealth
California
$549K +$9.09K +121 +2%
WAM
1557
Worth Asset Management
Texas
$549K -$1.91M -25,474 -77%
PC
1558
Permanens Capital
New York
$549K +$101K +1,346 +21%
WTFG
1559
Wood Tarver Financial Group
Idaho
$548K +$23K +306 +4%
SC
1560
SummitTX Capital
Texas
$548K +$573K +7,628 New
SIS
1561
Sound Income Strategies
Florida
$545K +$7.43K +99 +1%
DWM
1562
DKM Wealth Management
California
$545K +$2.03K +27 +0.4%
PCM
1563
Prelude Capital Management
New York
$542K -$365K -4,860 -39%
BWM
1564
BigSur Wealth Management
Florida
$542K +$567K +7,550 New
GPWM
1565
Grant Private Wealth Management
California
$542K -$30K -400 -5%
AWE
1566
Avidian Wealth Enterprises
Texas
$542K -$91.3K -1,216 -14%
MFG
1567
Mosaic Financial Group
Illinois
$541K +$976 +13 +0.2%
CWG
1568
Cornerstone Wealth Group
North Carolina
$540K +$130K +1,736 +30%
HP
1569
Holistic Planning
Texas
$539K +$20.6K +275 +4%
BFWA
1570
Benchmark Financial Wealth Advisors
Florida
$539K -$16.4K -219 -3%
SFB
1571
STAR Financial Bank
Indiana
$537K – – –
OL
1572
one8zero8 LLC
North Carolina
$537K – – –
CA
1573
Cornerstone Advisory
Maryland
$537K -$19.9K -265 -4%
MFG
1574
Magnus Financial Group
New York
$536K +$8.63K +115 +2%
BFG
1575
Bouchey Financial Group
New York
$535K +$53.8K +716 +11%
61 62
63
64 65