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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1901
Roberts Wealth Advisors
California
$444K – – –
MWM
1902
Maripau Wealth Management
Indiana
$444K +$12.9K +161 +3%
CFP
1903
Cascade Financial Partners
California
$444K -$23.1K -288 -5%
EWS
1904
Evergreen Wealth Solutions
Pennsylvania
$442K +$403K +5,015 New
GCA
1905
Gradient Capital Advisors
California
$441K -$55.7K -693 -11%
EMAM
1906
Encompass More Asset Management
California
$441K -$2.09K -26 -0.5%
GWM
1907
GK Wealth Management
Nevada
$440K +$428K +5,323 New
LRIA
1908
Leonard Rickey Investment Advisors
Washington
$439K -$35.9K -447 -8%
OAS
1909
Optivise Advisory Services
Tennessee
$439K +$46.4K +577 +12%
BFA
1910
Brown Financial Advisors
Ohio
$437K +$7.88K +98 +2%
OWM
1911
OneAscent Wealth Management
Alabama
$436K -$162K -2,020 -28%
MSA
1912
Marino Stram & Associates
Massachusetts
$435K +$4.42K +55 +1%
CIAS
1913
CFS Investment Advisory Services
New Jersey
$435K +$149K +1,848 +57%
DM
1914
Diversified Management
Wisconsin
$434K -$1.01M -12,521 -70%
FRM
1915
Fox Run Management
Connecticut
$433K -$923K -11,485 -69%
USWIA
1916
UP Strategic Wealth Investment Advisors
Pennsylvania
$432K – – –
UWM
1917
Urban Wealth Management
California
$432K – – –
VW
1918
Vantus Wealth
Pennsylvania
$432K +$420K +5,228 New
RA
1919
Riversedge Advisors
Delaware
$431K +$419K +5,219 New
CIEC
1920
Crédit Industriel et Commercial
France
$431K -$258K -3,214 -38%
MPCG
1921
Matrix Private Capital Group
New York
$430K – – –
FCA
1922
Fortis Capital Advisors
Kansas
$430K +$418K +5,198 New
AIA
1923
Alternative Investment Advisors
Florida
$430K +$2.25K +28 +0.5%
TA
1924
Tactive Advisors
Florida
$429K -$175K -2,177 -30%
RA
1925
Range Advisory
Virginia
$429K +$52.8K +657 +14%
75 76
77
78 79