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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2051
United Community Bank
South Carolina
$261K +$12.5K +183 +5%
ICP
2052
Impact Capital Partners
Colorado
$261K +$254K +3,716 New
FIB
2053
First Interstate Bank
Montana
$261K -$39.3K -575 -13%
TNBTD
2054
Trustmark National Bank Trust Department
Mississippi
$260K -$75.4K -1,105 -23%
RFN
2055
RDA Financial Network
Iowa
$260K +$253K +3,706 New
MCWA
2056
Meadow Creek Wealth Advisors
Georgia
$259K +$8.53K +125 +4%
OWA
2057
Outlook Wealth Advisors
Texas
$259K +$137 +2 +0.1%
WI
2058
Wedgewood Investors
Pennsylvania
$259K -$13.7K -200 -5%
TSMHT
2059
Thurston Springer Miller Herd & Titak
Indiana
$258K +$11.9K +175 +5%
ATS
2060
Ashton Thomas Securities
New York
$258K +$38.4K +562 +18%
MFS
2061
Madrona Financial Services
Washington
$258K +$250K +3,668 New
FOA
2062
Five Oceans Advisors
California
$257K -$59.2K -867 -19%
JWS
2063
Juncture Wealth Strategies
Arizona
$256K +$249K +3,650 New
SWM
2064
Seed Wealth Management
Illinois
$256K – – –
IP
2065
Ignite Planners
California
$255K +$244K +3,579 New
EWM
2066
Endowment Wealth Management
Wisconsin
$254K +$1.36K +20 +0.6%
BFO
2067
Boston Family Office
Massachusetts
$254K – – –
JSSH
2068
J. Safra Sarasin Holding
$254K +$247K +3,614 New
EWS
2069
Eagle Wealth Strategies
New Jersey
$254K +$3.89K +57 +2%
FA
2070
FDx Advisors
Illinois
$253K -$7.85K -115 -3%
SF
2071
SWP Financial
California
$253K +$246K +3,597 New
BFA
2072
Beacon Financial Advisory
Ohio
$252K +$245K +3,587 New
TPA
2073
Trivium Point Advisory
Connecticut
$251K +$37K +542 +18%
BMO
2074
Beck Mack & Oliver
New York
$251K +$244K +3,572 New
CMAI
2075
Capital Management Associates Inc
Minnesota
$251K -$36.3K -531 -13%
81 82
83
84 85