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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1576
WealthShield Partners
North Carolina
$528K -$154K -2,251 -23%
SIS
1577
Sound Income Strategies
Florida
$527K +$73.4K +1,075 +17%
SFB
1578
STAR Financial Bank
Indiana
$526K -$24.1K -353 -5%
OL
1579
one8zero8 LLC
North Carolina
$526K +$511K +7,485 New
CWM
1580
Congress Wealth Management
Massachusetts
$524K +$74.5K +1,091 +17%
TWM
1581
Thrive Wealth Management
Pennsylvania
$523K -$1.43K -21 -0.3%
PMWMG
1582
Parr McKnight Wealth Management Group
Minnesota
$523K +$509K +7,452 New
PP
1583
Patten & Patten
Tennessee
$523K +$17.9K +262 +4%
FFO
1584
Fortitude Family Office
Arizona
$523K +$36.5K +535 +8%
CAM
1585
Campion Asset Management
Virginia
$521K -$11.6K -170 -2%
NP
1586
Nilsine Partners
Colorado
$520K -$18.1K -265 -3%
ST
1587
Spinnaker Trust
Maine
$520K +$8.88K +130 +2%
BCCM
1588
Bridge Creek Capital Management
Massachusetts
$520K – – –
VWM
1589
Venturi Wealth Management
Texas
$519K +$315K +4,615 +166%
AW
1590
Alteri Wealth
California
$519K +$504K +7,386 New
MFG
1591
Magnus Financial Group
New York
$516K +$127K +1,867 +34%
FI
1592
Financial Insights
Washington
$516K – – –
GWANC
1593
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K -$6.21K -91 -1%
PCI
1594
Pacifica Capital Investments
Texas
$515K – – –
DIM
1595
Delta Investment Management
California
$514K – – –
WTFG
1596
Wood Tarver Financial Group
Idaho
$514K +$500K +7,327 New
SB
1597
Sunflower Bank
Texas
$513K +$37.3K +547 +8%
TCB
1598
Texas Capital Bancshares
Texas
$513K -$113K -1,662 -19%
NBWM
1599
North Berkeley Wealth Management
California
$512K +$498K +7,292 New
BTWM
1600
Baker Tilly Wealth Management
Wisconsin
$512K -$93K -1,362 -16%
62 63
64
65 66