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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1726
Turtle Creek Wealth Advisors
Texas
$308K +$54.7K +927 +22%
PVI
1727
Pine Valley Investments
New Jersey
$308K +$59 +1 +0%
RPWA
1728
Regent Peak Wealth Advisors
Georgia
$307K +$16.1K +272 +6%
PP
1729
Pegasus Partners
Wisconsin
$306K – – –
CD
1730
Chapin Davis
Maryland
$305K -$1.59K -27 -0.5%
MFA
1731
Mayflower Financial Advisors
Massachusetts
$305K +$39K +661 +15%
HWM
1732
Hohimer Wealth Management
Washington
$304K -$11.8K -200 -4%
BWA
1733
Burt Wealth Advisors
Maryland
$304K – – –
CFO
1734
CVA Family Office
Colorado
$304K +$1.71K +29 +0.6%
EI
1735
Ellevest Inc
New York
$303K -$7.5K -127 -2%
WPP
1736
Whalerock Point Partners
Rhode Island
$303K – – –
BHIA
1737
Birch Hill Investment Advisors
Massachusetts
$302K – – –
AI
1738
AXS Investments
New York
$300K -$76.1K -1,289 -20%
MAG
1739
Mokosak Advisory Group
Iowa
$299K +$1.53K +26 +0.5%
LFG
1740
Larson Financial Group
Missouri
$299K +$195K +3,305 +191%
HR
1741
Howe & Rusling
New York
$299K -$18.3K -310 -6%
CTA
1742
Colonial Trust Advisors
South Carolina
$297K +$22K +373 +8%
VV
1743
Verity & Verity
South Carolina
$297K – – –
AWM
1744
Ameliora Wealth Management
Switzerland
$297K – – –
HC
1745
Hourglass Capital
Texas
$297K – – –
MJP
1746
Michael J. Puzo
$297K – – –
LWCFA
1747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
PCG
1748
Prosperity Consulting Group
Maryland
$297K +$20.6K +349 +8%
QFA
1749
Quantum Financial Advisors
California
$296K – – –
CAMV
1750
Concord Asset Management (Virginia)
Virginia
$296K +$38.8K +658 +15%
68 69
70
71 72