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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1551
Atala Financial
California
$658K – – –
ET
1552
Equitable Trust
Tennessee
$658K -$1.6M -19,740 -72%
IFWM
1553
Institute for Wealth Management
Colorado
$657K -$1.54K -19 -0.2%
HAM
1554
Harmony Asset Management
Arizona
$657K +$635K +7,834 New
KLCM
1555
KG&L Capital Management
Louisiana
$657K -$437K -5,385 -35%
VCAM
1556
Van Cleef Asset Management
Ohio
$655K +$81 +1 +0%
FC
1557
FORA Capital
Florida
$654K +$633K +7,800 New
SWM
1558
SilverOak Wealth Management
Minnesota
$652K -$91K -1,122 -13%
EWA
1559
Elevate Wealth Advisory
Georgia
$650K -$81 -1 -0%
EW
1560
Elyxium Wealth
California
$650K +$4.3K +53 +0.7%
OFG
1561
Oxford Financial Group
Indiana
$646K +$79.8K +984 +15%
SIG
1562
Sky Investment Group
Connecticut
$645K – – –
SAM
1563
Summit Asset Management
Tennessee
$645K – – –
FFP
1564
FourThought Financial Partners
Florida
$645K +$31.8K +392 +5%
DMBA
1565
Deseret Mutual Benefit Administrators
Utah
$645K -$108K -1,328 -15%
OWM
1566
OneAscent Wealth Management
Alabama
$645K +$2.92K +36 +0.5%
WPP
1567
Whalerock Point Partners
Rhode Island
$645K +$114K +1,410 +22%
CB
1568
Cadence Bank
Mississippi
$645K +$6.16K +76 +1%
TCM
1569
Tributary Capital Management
Nebraska
$645K -$34.9K -430 -5%
DA
1570
Doliver Advisors
Texas
$643K – – –
SIAG
1571
Safeguard Investment Advisory Group
California
$641K +$6.08K +75 +1%
ZI
1572
ZEGA Investments
Florida
$640K +$568 +7 +0.1%
CA
1573
Claro Advisors
Massachusetts
$639K -$61.1K -754 -9%
WTFG
1574
Wood Tarver Financial Group
Idaho
$639K +$81 +1 +0%
DWM
1575
DKM Wealth Management
California
$638K +$1.78K +22 +0.3%
61 62
63
64 65