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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1576
Connecticut Wealth Management
Connecticut
$535K -$11.2K -149 -2%
PMWMG
1577
Parr McKnight Wealth Management Group
Minnesota
$535K – – –
FFO
1578
Fortitude Family Office
Arizona
$535K – – –
AI
1579
Atom Investors
Texas
$533K +$558K +7,428 New
OWM
1580
OneAscent Wealth Management
Alabama
$533K -$90.1K -1,200 -14%
BLC
1581
Brown, Lisle/Cummings
Rhode Island
$533K +$20.9K +279 +4%
MA
1582
MCF Advisors
Kentucky
$532K -$25.3K -337 -4%
WC
1583
Weil Company
California
$532K -$30K -400 -5%
ST
1584
Spinnaker Trust
Maine
$532K – – –
GWANC
1585
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$4.66K +62 +0.8%
BCCM
1586
Bridge Creek Capital Management
Massachusetts
$531K – – –
PP
1587
Patten & Patten
Tennessee
$531K -$4.28K -57 -0.8%
OFG
1588
Oxford Financial Group
Indiana
$531K +$70.1K +934 +14%
SB
1589
Sunflower Bank
Texas
$530K +$5.33K +71 +1%
AFPL
1590
Advus Financial Partners, LLC
Florida
$530K +$21.1K +281 +4%
MCC
1591
Money Concepts Capital
Florida
$529K +$553K +7,371 New
SVWAG
1592
Sound View Wealth Advisors Group
Georgia
$529K +$8.63K +115 +2%
FCIM
1593
Fairview Capital Investment Management
California
$528K -$22.5K -300 -4%
FI
1594
Financial Insights
Washington
$528K – – –
AWM
1595
Accurate Wealth Management
Florida
$528K +$9.01K +120 +1%
PCI
1596
Pacifica Capital Investments
Texas
$527K – – –
SPA
1597
Sherbrooke Park Advisers
New York
$525K +$550K +7,319 New
BAS
1598
Brueske Advisory Services
Washington
$524K +$1.35K +18 +0.2%
OAM
1599
Occidental Asset Management
California
$524K +$70K +932 +15%
WA
1600
Wealthstream Advisors
New York
$523K +$7.88K +105 +1%
62 63
64
65 66