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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1551
Pin Oak Investment Advisors
Texas
$633K – – –
TF
1552
Trek Financial
Arizona
$632K +$97K +1,346 +21%
CCS
1553
Concentric Capital Strategies
Connecticut
$632K +$569K +7,890 New
CG
1554
CFO4Life Group
Texas
$631K -$82.6K -1,145 -13%
CIA
1555
Cape Investment Advisory
Georgia
$630K +$12.8K +178 +2%
IFWM
1556
Institute for Wealth Management
Colorado
$629K +$361 +5 +0.1%
AF
1557
Atala Financial
California
$629K – – –
FB
1558
First Bancorp
Maine
$628K -$45.9K -636 -8%
WA
1559
Wealth Architects
California
$627K -$26K -361 -4%
VCAM
1560
Van Cleef Asset Management
Ohio
$626K – – –
DTL
1561
Dynamic Technology Lab
Singapore
$626K +$563K +7,814 New
GWANC
1562
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K +$29.7K +412 +6%
BIG
1563
Brookwood Investment Group
Arizona
$622K -$577K -8,004 -51%
EWA
1564
Elevate Wealth Advisory
Georgia
$621K -$519K -7,203 -48%
SIG
1565
Sky Investment Group
Connecticut
$617K – – –
BA
1566
Bridgewater Advisors
New York
$617K +$38.2K +530 +8%
EW
1567
Elyxium Wealth
California
$617K +$39.1K +542 +8%
SAM
1568
Summit Asset Management
Tennessee
$617K +$39.3K +545 +8%
TH
1569
TCTC Holdings
Texas
$616K +$1.23K +17 +0.2%
DE
1570
Diversified Enterprises
Delaware
$616K -$59.3K -822 -10%
DA
1571
Doliver Advisors
Texas
$615K – – –
SIS
1572
Sound Income Strategies
Florida
$614K +$5.05K +70 +0.9%
LI
1573
LRI Investments
Florida
$613K +$69.7K +966 +14%
OWM
1574
OneAscent Wealth Management
Alabama
$613K +$16.9K +234 +3%
WTFG
1575
Wood Tarver Financial Group
Idaho
$611K – – –
61 62
63
64 65