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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1901
Peddock Capital Advisors
Massachusetts
$232K – – –
GFG
1902
Goldstone Financial Group
Illinois
$232K +$25.4K +431 +12%
XSC
1903
X-Square Capital
Puerto Rico
$231K -$14.5K -246 -6%
WI
1904
Wedgewood Investors
Pennsylvania
$231K +$229K +3,884 New
CAM
1905
Cozad Asset Management
Illinois
$231K +$14.2K +241 +7%
FSC
1906
Full Sail Capital
Oklahoma
$230K +$4.55K +77 +2%
FPF
1907
First Pacific Financial
Washington
$230K – – –
NFG
1908
Nations Financial Group
Iowa
$229K -$133K -2,258 -37%
BDF
1909
Black Diamond Financial
Maryland
$229K +$228K +3,855 New
PWM
1910
Power Wealth Management
Georgia
$229K +$11.4K +193 +5%
CCA
1911
Cottonwood Capital Advisors
Utah
$229K +$177 +3 +0.1%
HC
1912
Hara Capital
Washington
$228K -$2.89K -49 -1%
OHWP
1913
Oak Harbor Wealth Partners
North Carolina
$228K -$47.9K -811 -17%
PH
1914
Pinnacle Holdings
Oklahoma
$228K -$17.4K -295 -7%
PBF
1915
Petix & Botte Financial
California
$227K +$226K +3,828 New
BWP
1916
Bernardo Wealth Planning
Pennsylvania
$227K – – –
TF
1917
Tompkins Financial
New York
$227K – – –
MCCA
1918
Mill Creek Capital Advisors
Pennsylvania
$227K +$225K +3,816 New
ABLA
1919
Alan B. Lancz & Associates
Ohio
$226K +$224K +3,800 New
FFA
1920
First Foundation Advisors
California
$226K – – –
WG
1921
Winton Group
United Kingdom
$225K +$224K +3,787 New
IWP
1922
Invenio Wealth Partners
Florida
$225K -$16.8K -284 -7%
MW
1923
Maia Wealth
Colorado
$225K +$230K +3,889 New
BC
1924
Brio Consultants
California
$224K – – –
HWM
1925
HRC Wealth Management
Idaho
$224K +$590 +10 +0.3%
75 76
77
78 79