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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2051
Tenet Wealth Partners
Illinois
$362K +$333K +4,148 New
KIA
2052
Koenig Investment Advisory
Oregon
$362K – – –
GIPW
2053
Granite Islands Private Wealth
Connecticut
$362K -$31.3K -389 -8%
LG
2054
Leuthold Group
Minnesota
$361K +$2.73K +34 +0.8%
KWA
2055
Kondo Wealth Advisors
California
$361K +$1.77K +22 +0.5%
JRPIM
2056
Journey Retirement Planning & Investment Management
Idaho
$361K +$22.8K +284 +7%
FFC
2057
Frederick Financial Consultants
Maryland
$360K -$34.3K -427 -9%
SWRP
2058
Summit Wealth & Retirement Planning
California
$359K -$79.2K -986 -18%
ICP
2059
Impact Capital Partners
Colorado
$359K -$161 -2 -0%
TC
2060
Trilogy Capital
California
$359K -$402 -5 -0.1%
OFA
2061
Orographic Financial Advisors
Colorado
$358K – – –
EA
2062
Evolution Advisers
Virginia
$358K +$643 +8 +0.2%
GJWM
2063
Gilliland Jeter Wealth Management
Arkansas
$357K – – –
CCIA
2064
Cherry Creek Investment Advisors
Colorado
$356K +$1.13K +14 +0.3%
SIC
2065
SJS Investment Consulting
Ohio
$356K +$28K +349 +9%
BI
2066
Ballast Inc
Kentucky
$356K – – –
MAMU
2067
Myriad Asset Management US
Florida
$355K -$19.9K -248 -5%
AWM
2068
Ameliora Wealth Management
Switzerland
$355K – – –
NCTC
2069
New Covenant Trust Company
Indiana
$355K +$26K +324 +8%
RBC
2070
Romano Brothers & Co
Illinois
$354K +$3.05K +38 +0.9%
MAG
2071
Mokosak Advisory Group
Iowa
$354K +$1.69K +21 +0.5%
1L
2072
10Elms LLP
Oklahoma
$354K +$24.9K +310 +8%
AF
2073
Aviso Financial
Ontario, Canada
$354K +$95.7K +1,191 +39%
AIA
2074
AssuredPartners Investment Advisors
Florida
$353K -$39.5K -491 -10%
PCG
2075
PFC Capital Group
California
$352K -$173K -2,150 -34%
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