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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1876
GFS Advisors
Texas
$386K – – –
ACP
1877
Argyle Capital Partners
California
$385K +$18.9K +262 +6%
BWG
1878
Beta Wealth Group
California
$385K +$7.35K +102 +2%
GITFIT
1879
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$385K +$21.6K +300 +7%
TWA
1880
Talisman Wealth Advisors
New Jersey
$383K +$14.4K +200 +4%
TAP
1881
Tounjian Advisory Partners
Florida
$382K -$9.81K -136 -2%
PVI
1882
Pine Valley Investments
New Jersey
$382K +$72 +1 +0%
GAM
1883
Gould Asset Management
California
$381K – – –
ORC
1884
O'Rourke & Company
Massachusetts
$379K +$216 +3 +0.1%
GCA
1885
Gradient Capital Advisors
California
$378K +$41.8K +580 +14%
NWWA
1886
New Wave Wealth Advisors
Arkansas
$378K -$3.39K -47 -1%
GPW
1887
Genesis Private Wealth
Virginia
$378K +$117K +1,621 +52%
HNWAG
1888
High Net Worth Advisory Group
Florida
$377K +$339K +4,700 New
AG
1889
AlTi Global
New York
$377K -$54.2K -752 -14%
PWM
1890
Partners Wealth Management
California
$377K – – –
FCMT
1891
Founders Capital Management (Texas)
Texas
$376K -$17.7K -245 -5%
AWM
1892
Ariadne Wealth Management
California
$376K +$97.4K +1,351 +39%
OP
1893
ORG Partners
Indiana
$375K +$223K +3,086 +201%
EI
1894
Ellevest Inc
New York
$375K -$32.6K -452 -9%
CPCM
1895
Cardinal Point Capital Management
Ontario, Canada
$375K +$337K +4,675 New
AIA
1896
Alternative Investment Advisors
Florida
$374K +$1.08K +15 +0.3%
MBTD
1897
Mechanics Bank - Trust Department
California
$374K -$425K -5,888 -56%
BCM
1898
Buckhead Capital Management
Georgia
$374K – – –
CWMK
1899
Caliber Wealth Management (Kansas)
Kansas
$373K +$9.95K +138 +3%
BGAI
1900
Bruce G. Allen Investments
Colorado
$372K +$3.82K +53 +1%
74 75
76
77 78