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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1876
Blueshift Asset Management
New Jersey
$455K -$260K -3,235 -37%
BWP
1877
Baldwin Wealth Partners
Massachusetts
$454K -$48.3K -601 -10%
AIM
1878
Athena Investment Management
California
$452K -$335K -4,166 -43%
BMWS
1879
Brady Martz Wealth Solutions
North Dakota
$451K +$161 +2 +0%
TAM
1880
Titleist Asset Management
Texas
$451K -$82.3K -1,024 -16%
HCMG
1881
Howard Capital Management Group
California
$450K – – –
EFA
1882
Evernest Financial Advisors
Indiana
$449K -$25.1K -312 -5%
FCAS
1883
First Command Advisory Services
Texas
$448K -$92.7K -1,154 -18%
BWAM
1884
Boyd Watterson Asset Management
Ohio
$447K -$7.31K -91 -2%
NCM
1885
Novare Capital Management
North Carolina
$447K -$260K -3,234 -37%
FIM
1886
Fruth Investment Management
Texas
$447K – – –
PS
1887
Planned Solutions
California
$447K +$139K +1,733 +47%
ACM
1888
Arcataur Capital Management
Wisconsin
$447K – – –
HGWM
1889
Horst & Graben Wealth Management
Oregon
$447K -$14.3K -178 -3%
DA
1890
Detalus Advisors
Missouri
$446K – – –
RWPA
1891
Richard W. Paul & Associates
Michigan
$446K -$7.47K -93 -2%
ALA
1892
Atlas Legacy Advisors
California
$445K +$104K +1,298 +32%
FCFC
1893
First Citizens Financial Corp
Iowa
$445K -$29.2K -363 -6%
IP
1894
Ignite Planners
California
$445K +$35.7K +444 +9%
RWA
1895
Roberts Wealth Advisors
California
$444K – – –
MWM
1896
Maripau Wealth Management
Indiana
$444K +$12.9K +161 +3%
CFP
1897
Cascade Financial Partners
California
$444K -$23.1K -288 -5%
EWS
1898
Evergreen Wealth Solutions
Pennsylvania
$442K +$403K +5,015 New
GCA
1899
Gradient Capital Advisors
California
$441K -$55.7K -693 -11%
EMAM
1900
Encompass More Asset Management
California
$441K -$2.09K -26 -0.5%
74 75
76
77 78