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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1726
Matrix Private Capital Group
New York
$298K +$2.15K +38 +0.7%
MFWP
1727
Mosaic Family Wealth Partners
Missouri
$298K -$6.67K -118 -2%
FFIC
1728
First Fiduciary Investment Counsel
Ohio
$298K +$299K +5,280 New
JCM
1729
Jacobsen Capital Management
Utah
$298K -$2.15K -38 -0.7%
SSA
1730
Sierra Summit Advisors
Nevada
$298K -$121K -2,133 -29%
HIM
1731
Hillsdale Investment Management
Ontario, Canada
$297K +$119K +2,112 +67%
SL
1732
Salomon & Ludwin
Virginia
$297K +$22.6K +399 +8%
BIC
1733
Beach Investment Counsel
Pennsylvania
$296K – – –
MG
1734
Marex Group
$295K +$296K +5,229 New
CGH
1735
CMG Global Holdings
Texas
$295K -$396 -7 -0.1%
BMMM
1736
Boston Mountain Money Management
Arkansas
$294K – – –
PVI
1737
Pine Valley Investments
New Jersey
$293K +$57 +1 +0%
MAM
1738
MMA Asset Management
Pennsylvania
$293K +$293K +5,180 New
CAMV
1739
Concord Asset Management (Virginia)
Virginia
$293K +$10.8K +191 +4%
MSA
1740
Marino Stram & Associates
Massachusetts
$293K +$24.9K +440 +9%
PP
1741
Pegasus Partners
Wisconsin
$291K – – –
CFO
1742
CVA Family Office
Colorado
$291K +$1.7K +30 +0.6%
EI
1743
Ellevest Inc
New York
$290K +$1.19K +21 +0.4%
MPM
1744
MBB Public Markets
Illinois
$290K -$14M -246,738 -98%
HWM
1745
Hohimer Wealth Management
Washington
$289K – – –
BWA
1746
Burt Wealth Advisors
Maryland
$289K – – –
FM
1747
Foster & Motley
Ohio
$289K +$289K +5,112 New
WPP
1748
Whalerock Point Partners
Rhode Island
$289K – – –
OL
1749
Optas LLC
Texas
$288K -$15.2K -269 -5%
NRC
1750
New Republic Capital
North Carolina
$288K -$12.2K -216 -4%
68 69
70
71 72