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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1701
Court Place Advisors
Maryland
$204K -$6.54K -150 -3%
HCMG
1702
Howard Capital Management Group
California
$204K +$238K +5,450 New
AWA
1703
Acorn Wealth Advisors
Michigan
$203K -$18.2K -418 -7%
PP
1704
PrairieView Partners
Minnesota
$203K -$104K -2,393 -30%
CIA
1705
Cape Investment Advisory
Georgia
$202K +$236K +5,412 New
HFRG
1706
Houlihan Financial Resource Group
Virginia
$202K – – –
SGI
1707
Summit Global Investments
Utah
$202K – – –
IIM
1708
Ipswich Investment Management
Massachusetts
$202K -$1.31K -30 -0.6%
DWM
1709
Denver Wealth Management
Colorado
$202K +$1.26K +29 +0.5%
IA
1710
IFG Advisory
Georgia
$201K +$10.7K +246 +5%
GG
1711
Golden Green
South Carolina
$201K -$772K -17,717 -77%
CWP
1712
Curated Wealth Partners
California
$201K +$13.6K +312 +6%
SW
1713
Solidarity Wealth
Utah
$201K +$234K +5,368 New
WCG
1714
Weaver Consulting Group
California
$201K – – –
WTA
1715
Washington Trust Advisors
Massachusetts
$197K -$16.7K -383 -7%
VWM
1716
Venturi Wealth Management
Texas
$193K +$2.09K +48 +0.9%
PPC
1717
Park Place Capital
Alabama
$192K +$22.3K +512 +11%
CA
1718
Crewe Advisors
Utah
$188K +$2.31K +53 +1%
RCM
1719
Raleigh Capital Management
North Carolina
$188K +$21.3K +488 +11%
FCB
1720
First Command Bank
Texas
$184K – – –
FCFS
1721
First Command Financial Services
Texas
$184K – – –
PA
1722
PSI Advisors
Florida
$181K – – –
NFSG
1723
Newbridge Financial Services Group
Florida
$176K -$5.14K -118 -2%
PCM
1724
Penserra Capital Management
California
$175K -$5.01K -115 -2%
HIIFS
1725
Harel Insurance Investments & Financial Services
Israel
$174K +$16.4K +377 +9%
67 68
69
70 71