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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1776
GC Wealth Management RIA
Massachusetts
$267K +$241K +4,599 New
EIG
1777
Ellenbecker Investment Group
Wisconsin
$265K +$19.5K +373 +9%
OWA
1778
Octavia Wealth Advisors
Ohio
$265K -$5.39K -103 -2%
PSC
1779
Prentiss Smith & Co
Vermont
$264K – – –
WAAG
1780
Wealth Alliance Advisory Group
Kansas
$264K – – –
HP
1781
Holistic Planning
Texas
$263K -$3.66K -70 -2%
MWA
1782
Monograph Wealth Advisors
California
$261K +$235K +4,500 New
ANB
1783
Amarillo National Bank
Texas
$260K -$3.61K -69 -2%
PAG
1784
Powers Advisory Group
Illinois
$260K -$54.8K -1,047 -19%
AWA
1785
Amplius Wealth Advisors
Pennsylvania
$259K -$15.5K -296 -6%
MFA
1786
Mayflower Financial Advisors
Massachusetts
$259K +$1.26K +24 +0.5%
AMBIA
1787
Allen Mooney & Barnes Investment Advisors
Georgia
$259K -$26K -497 -10%
BCM
1788
Buckhead Capital Management
Georgia
$259K – – –
JLBC
1789
J.L. Bainbridge & Co
Florida
$258K – – –
BIC
1790
Beach Investment Counsel
Pennsylvania
$258K – – –
WCA
1791
Waypoint Capital Advisors
Minnesota
$257K +$7.74K +148 +3%
JWWM
1792
Johnson & White Wealth Management
Pennsylvania
$257K -$42.5K -813 -15%
ACA
1793
Affinity Capital Advisors
California
$257K -$2.67K -51 -1%
LFA
1794
Laraway Financial Advisors
Minnesota
$257K +$52 +1 +0%
PCMC
1795
Private Capital Management (Colorado)
Colorado
$256K +$231K +4,420 New
FCFC
1796
First Citizens Financial Corp
Iowa
$256K +$5.55K +106 +2%
AO
1797
Advisor OS
Illinois
$256K -$143K -2,737 -38%
FOA
1798
Five Oceans Advisors
California
$255K +$889 +17 +0.4%
HA
1799
HC Advisors
Georgia
$254K -$31.7K -605 -12%
MCP
1800
Mirador Capital Partners
California
$254K +$8.21K +157 +4%
70 71
72
73 74