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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1676
CFO4Life Group
Texas
$211K -$19.3K -450 -8%
BWM
1677
Buckley Wealth Management
Nevada
$211K -$6.7K -156 -3%
AFG
1678
Allegheny Financial Group
Pennsylvania
$211K +$6.53K +152 +3%
RCG
1679
Rock Creek Group
District of Columbia
$211K +$18.3K +427 +9%
JWWM
1680
Johnson & White Wealth Management
Pennsylvania
$211K +$226K +5,258 New
GD
1681
Grandfield & Dodd
New York
$210K -$57.6K -1,340 -20%
PAM
1682
Pegasus Asset Management
New York
$210K – – –
HBT
1683
Hills Bank & Trust
Iowa
$209K -$4.73K -110 -2%
OWM
1684
OneAscent Wealth Management
Alabama
$209K +$3.65K +85 +2%
NFG
1685
Nations Financial Group
Iowa
$208K -$11.2K -260 -5%
CAGAS
1686
Capital Advisory Group Advisory Services
Minnesota
$206K -$8.59K -200 -4%
BFO
1687
Boston Family Office
Massachusetts
$206K -$1.07K -25 -0.5%
HWM
1688
Hohimer Wealth Management
Washington
$206K – – –
TWA
1689
TPB Wealth Advisors
Texas
$206K +$86 +2 +0%
PFBT
1690
Parkside Financial Bank & Trust
Missouri
$206K +$26.4K +614 +14%
BWA
1691
Burt Wealth Advisors
Maryland
$206K +$220K +5,117 New
TAM
1692
Tucker Asset Management
Colorado
$206K +$49.2K +1,145 +34%
CWA
1693
Cornerstone Wealth Advisors
Minnesota
$205K +$219K +5,093 New
KFP
1694
KMG Fiduciary Partners
Ohio
$204K -$41.1K -957 -16%
AC
1695
AlphaCore Capital
California
$204K +$28.1K +654 +15%
GW
1696
GW & Wade
Massachusetts
$204K +$217K +5,060 New
WJA
1697
Willis Johnson & Associates
Texas
$204K +$218K +5,067 New
DC
1698
Defender Capital
North Carolina
$204K +$218K +5,074 New
SL
1699
Salomon & Ludwin
Virginia
$204K +$218K +5,081 New
GCIA
1700
Gabelli & Co Investment Advisers
New York
$203K -$27.7K -645 -11%
66 67
68
69 70