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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1626
Radnor Capital Management
Pennsylvania
$716K -$136K -1,564 -17%
SIG
1627
Sky Investment Group
Connecticut
$716K -$1.74K -20 -0.3%
DLA
1628
Douglas Lane & Associates
New York
$714K +$52.6K +606 +9%
HR
1629
Howe & Rusling
New York
$713K +$29.5K +340 +5%
TA
1630
Tactive Advisors
Florida
$712K -$21.5K -248 -3%
DWM
1631
DKM Wealth Management
California
$710K +$174 +2 +0%
BFG
1632
Bouchey Financial Group
New York
$708K +$5.04K +58 +0.8%
TH
1633
TCTC Holdings
Texas
$707K +$1.39K +16 +0.2%
MFG
1634
Mosaic Financial Group
Illinois
$706K +$1.22K +14 +0.2%
SAM
1635
Sawgrass Asset Management
Florida
$706K – – –
WCM
1636
Winthrop Capital Management
Indiana
$705K -$2.08K -24 -0.3%
BWP
1637
BlueStem Wealth Partners
Minnesota
$705K +$20K +230 +3%
SSG
1638
Summit Securities Group
New York
$705K +$177K +2,039 +37%
BWM
1639
BigSur Wealth Management
Florida
$704K – – –
FFA
1640
First Foundation Advisors
California
$704K +$228K +2,622 +53%
VCM
1641
Versant Capital Management
Arizona
$704K -$63.2K -728 -9%
SFWC
1642
Strategic Family Wealth Counselors
New Jersey
$702K +$490K +5,640 +229%
LA
1643
Lakeside Advisors
Washington
$701K +$21.7K +250 +3%
MCM
1644
Mengis Capital Management
Oregon
$701K +$122K +1,401 +23%
OWM
1645
OneAscent Wealth Management
Alabama
$698K -$17.6K -203 -3%
GFA
1646
Gallagher Fiduciary Advisors
Illinois
$698K -$5.73K -66 -0.9%
MCA
1647
MSH Capital Advisors
Arizona
$697K +$31.9K +367 +5%
TWP
1648
Triad Wealth Partners
Kansas
$695K +$304K +3,501 +88%
TCM
1649
Tributary Capital Management
Nebraska
$695K -$20.4K -235 -3%
WCG
1650
Weaver Consulting Group
California
$694K +$174 +2 +0%
64 65
66
67 68