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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1876
Curated Wealth Partners
California
$458K +$223K +2,775 +100%
LHP
1877
Lexington Hill Partners
Texas
$458K -$33.1K -412 -7%
XWM
1878
Xcel Wealth Management
Florida
$457K -$1.41M -17,569 -76%
PWP
1879
Pursue Wealth Partners
California
$457K – – –
CIP
1880
Convergence Investment Partners
Florida
$456K -$3.25M -40,469 -88%
HP
1881
Hikari Power
Japan
$455K -$121K -1,500 -21%
BAM
1882
Blueshift Asset Management
New Jersey
$455K -$260K -3,235 -37%
BWP
1883
Baldwin Wealth Partners
Massachusetts
$454K -$48.3K -601 -10%
AIM
1884
Athena Investment Management
California
$452K -$335K -4,166 -43%
BMWS
1885
Brady Martz Wealth Solutions
North Dakota
$451K +$161 +2 +0%
TAM
1886
Titleist Asset Management
Texas
$451K -$82.3K -1,024 -16%
HCMG
1887
Howard Capital Management Group
California
$450K – – –
EFA
1888
Evernest Financial Advisors
Indiana
$449K -$25.1K -312 -5%
FCAS
1889
First Command Advisory Services
Texas
$448K -$92.7K -1,154 -18%
BWAM
1890
Boyd Watterson Asset Management
Ohio
$447K -$7.31K -91 -2%
NCM
1891
Novare Capital Management
North Carolina
$447K -$260K -3,234 -37%
FIM
1892
Fruth Investment Management
Texas
$447K – – –
PS
1893
Planned Solutions
California
$447K +$139K +1,733 +47%
ACM
1894
Arcataur Capital Management
Wisconsin
$447K – – –
HGWM
1895
Horst & Graben Wealth Management
Oregon
$447K -$14.3K -178 -3%
DA
1896
Detalus Advisors
Missouri
$446K – – –
RWPA
1897
Richard W. Paul & Associates
Michigan
$446K -$7.47K -93 -2%
ALA
1898
Atlas Legacy Advisors
California
$445K +$104K +1,298 +32%
FCFC
1899
First Citizens Financial Corp
Iowa
$445K -$29.2K -363 -6%
IP
1900
Ignite Planners
California
$445K +$35.7K +444 +9%
74 75
76
77 78