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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1651
Sage Mountain Advisors
Georgia
$252K +$270K +6,104 New
IBOK
1652
Independence Bank of Kentucky
Kentucky
$252K – – –
RP
1653
Riverbridge Partners
Minnesota
$252K – – –
PWM
1654
Prentice Wealth Management
New York
$252K +$29.6K +669 +12%
UWPG
1655
Ullmann Wealth Partners Group
Florida
$251K – – –
MFS
1656
Mirabella Financial Services
United Kingdom
$251K -$766K -17,302 -74%
WPWM
1657
Western Pacific Wealth Management
Illinois
$250K +$73K +1,650 +37%
NFG
1658
Nations Financial Group
Iowa
$250K +$39K +880 +17%
SIA
1659
SeaBridge Investment Advisors
New Jersey
$250K – – –
AWA
1660
Aaron Wealth Advisors
Illinois
$249K +$267K +6,037 New
BWP
1661
Bernardo Wealth Planning
Pennsylvania
$249K – – –
WCM
1662
Wallace Capital Management
Texas
$248K – – –
WSFS
1663
Wilmington Savings Fund Society
Delaware
$248K -$4.43K -100 -2%
FAM
1664
Fenimore Asset Management
New York
$248K +$266K +6,000 New
PNC
1665
Park National Corp
Ohio
$248K -$50.7K -1,145 -16%
MSWM
1666
McGlone Suttner Wealth Management
Wisconsin
$248K +$265K +5,996 New
LKIM
1667
Lawson Kroeker Investment Management
Nebraska
$247K -$14.4K -325 -5%
FW
1668
FirstPurpose Wealth
Utah
$245K +$7.04K +159 +3%
EWA
1669
Encompass Wealth Advisors
Oregon
$244K +$354 +8 +0.1%
BWG
1670
Beta Wealth Group
California
$244K +$261K +5,900 New
CFP
1671
Catalyst Financial Partners
Massachusetts
$243K +$261K +5,896 New
SL
1672
Salomon & Ludwin
Virginia
$243K +$36K +813 +16%
KNW
1673
Kesler Norman & Wride
Utah
$243K -$8.63K -195 -3%
BFG
1674
Berger Financial Group
Minnesota
$242K -$24.1K -544 -8%
AWA
1675
Acorn Wealth Advisors
Michigan
$242K -$11.6K -263 -4%
65 66
67
68 69