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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1776
Leo Wealth LLC
Texas
$230K +$194K +4,506 New
FA
1777
Fermata Advisors
California
$230K +$202K +4,676 New
OWA
1778
Octavia Wealth Advisors
Ohio
$230K +$202K +4,675 New
SAM
1779
Smartleaf Asset Management
Massachusetts
$229K +$213K +4,935 New
CFA
1780
Capstone Financial Advisors
Illinois
$229K +$201K +4,657 New
S
1781
Sachetta
Massachusetts
$229K +$201K +4,654 New
FCAS
1782
First Command Advisory Services
Texas
$229K -$1.12K -26 -0.6%
BFA
1783
Bill Few Associates
Pennsylvania
$228K +$200K +4,635 New
XSC
1784
X-Square Capital
Puerto Rico
$228K -$82.3K -1,908 -29%
CTI
1785
Community Trust & Investment
Kentucky
$227K +$199K +4,619 New
HP
1786
Holistic Planning
Texas
$227K +$199K +4,613 New
FWM
1787
Finer Wealth Management
Massachusetts
$227K -$53.2K -1,233 -21%
FFC
1788
First Financial Corp
Indiana
$226K +$9.23K +214 +5%
TWA
1789
Talisman Wealth Advisors
New Jersey
$226K +$198K +4,590 New
PMSA
1790
Patrick M. Sweeney & Associates
Illinois
$226K +$198K +4,587 New
CB
1791
Centennial Bank
Arkansas
$225K +$5.78K +134 +3%
AWE
1792
Avidian Wealth Enterprises
Texas
$225K -$213K -4,927 -52%
PSC
1793
Prentiss Smith & Co
Vermont
$224K -$214K -4,959 -52%
WAAG
1794
Wealth Alliance Advisory Group
Kansas
$224K +$197K +4,556 New
TAM
1795
Titleist Asset Management
Texas
$224K -$128K -2,967 -39%
ANB
1796
Amarillo National Bank
Texas
$224K +$197K +4,554 New
AWA
1797
Acorn Wealth Advisors
Michigan
$224K +$197K +4,554 New
AWM
1798
Angeles Wealth Management
California
$223K +$196K +4,534 New
CA
1799
Calton & Associates
Florida
$222K +$195K +4,519 New
TC
1800
Telemus Capital
Michigan
$222K +$195K +4,515 New
70 71
72
73 74