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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1651
Hardy Reed
Mississippi
$599K -$50.8K -591 -7%
WCG
1652
Weaver Consulting Group
California
$598K +$5.84K +68 +0.9%
CFO
1653
CVA Family Office
Colorado
$597K +$92K +1,071 +17%
AF
1654
Atala Financial
California
$595K -$39.4K -459 -6%
CSPIA
1655
Cary Street Partners Investment Advisory
Virginia
$595K -$23.4K -272 -4%
OFG
1656
Oxford Financial Group
Indiana
$594K +$68.6K +799 +12%
GRQ
1657
Gardner Russo & Quinn
Pennsylvania
$593K -$44.1K -514 -6%
CPCM
1658
Cardinal Point Capital Management
Ontario, Canada
$593K +$238K +2,770 +59%
DS
1659
DRW Securities
Illinois
$592K -$2.05M -23,846 -76%
KFGK
1660
Keystone Financial Group (Kentucky)
Kentucky
$592K +$36.5K +425 +6%
BWP
1661
BlueStem Wealth Partners
Minnesota
$591K -$11.9K -138 -2%
BOC
1662
Bull Oak Capital
California
$590K +$636K +7,409 New
ST
1663
Spinnaker Trust
Maine
$590K – – –
CWM
1664
Connecticut Wealth Management
Connecticut
$589K +$23.5K +274 +4%
TA
1665
Tactive Advisors
Florida
$586K -$23.5K -274 -4%
PMWMG
1666
Parr McKnight Wealth Management Group
Minnesota
$586K -$4.64K -54 -0.7%
CWA
1667
Crusonia Wealth Advisors
Colorado
$586K +$15.8K +184 +3%
TCM
1668
Tradewinds Capital Management
Washington
$586K +$1.03K +12 +0.2%
EGA
1669
E&G Advisors
Texas
$586K +$429 +5 +0.1%
VP
1670
Verum Partners
North Carolina
$585K -$3.69K -43 -0.6%
PCI
1671
Pacifica Capital Investments
Texas
$584K – – –
LA
1672
Lakeside Advisors
Washington
$583K -$17.2K -200 -3%
EI
1673
EFG International
$583K +$103K +1,201 +20%
LRPA
1674
L. Roy Papp & Associates
Arizona
$582K – – –
AIIMS
1675
Analyst IMS Investment Management Services
Israel
$581K -$249K -2,900 -28%
65 66
67
68 69