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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1801
Arax Advisory Partners
Colorado
$380K +$107K +1,569 +41%
DA
1802
Detalus Advisors
Missouri
$379K -$13.7K -200 -4%
RPWA
1803
Regent Peak Wealth Advisors
Georgia
$379K +$7.58K +111 +2%
RDWM
1804
Red Door Wealth Management
Tennessee
$379K -$47.2K -692 -11%
HCM
1805
Hengehold Capital Management
Ohio
$379K +$54.1K +793 +17%
GWM
1806
Gitterman Wealth Management
New Jersey
$378K +$367K +5,377 New
MFWP
1807
Mosaic Family Wealth Partners
Missouri
$377K +$6.01K +88 +2%
PMSA
1808
Patrick M. Sweeney & Associates
Illinois
$377K -$72.7K -1,065 -17%
SNBOSD
1809
Security National Bank of So Dak
Iowa
$376K – – –
EFA
1810
Evernest Financial Advisors
Indiana
$375K +$95.4K +1,397 +35%
FFP
1811
FourThought Financial Partners
Florida
$375K +$364K +5,332 New
NED
1812
Nancy E. Dempze
$372K – – –
CC
1813
Constitution Capital
Connecticut
$372K – – –
AG
1814
AlTi Global
New York
$372K -$203K -2,980 -36%
MSA
1815
Marino Stram & Associates
Massachusetts
$371K +$7.17K +105 +2%
MPCG
1816
Matrix Private Capital Group
New York
$371K – – –
SSA
1817
Sierra Summit Advisors
Nevada
$370K – – –
MAM
1818
MMA Asset Management
Pennsylvania
$370K +$5.8K +85 +2%
MCA
1819
Millennium Capital Advisors
Arkansas
$369K +$34.1K +500 +11%
NRC
1820
New Republic Capital
North Carolina
$369K +$10.2K +149 +3%
SMC
1821
Smith, Moore & Co
Missouri
$368K -$20.5K -300 -5%
BIC
1822
Beach Investment Counsel
Pennsylvania
$368K – – –
RFA
1823
Register Financial Advisors
Georgia
$368K -$13.4K -196 -4%
HA
1824
Helium Advisors
Washington
$367K +$357K +5,230 New
MA
1825
MKT Advisors
California
$366K -$13.1K -192 -4%
71 72
73
74 75