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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2076
Riverbend Wealth Management
South Carolina
$309K +$8.27K +102 +3%
BMO
2077
Beck Mack & Oliver
New York
$309K – – –
EWM
2078
Endowment Wealth Management
Wisconsin
$308K +$3.16K +39 +1%
OWA
2079
Outlook Wealth Advisors
Texas
$307K -$7.46K -92 -2%
MWA
2080
Motive Wealth Advisors
Michigan
$307K +$730 +9 +0.2%
COFSG
2081
Carbahal Olsen Financial Services Group
California
$307K – – –
CF
2082
Convergence Financial
Missouri
$307K +$1.78K +22 +0.6%
OPWM
2083
Oregon Pacific Wealth Management
Oregon
$307K +$8.76K +108 +3%
RA
2084
Rise Advisors
New York
$306K +$29.9K +369 +11%
MA
2085
MJP Associates
Connecticut
$306K +$19.5K +240 +7%
HFA
2086
Hutchinson Financial Advisors
Virginia
$306K +$42.7K +526 +17%
GCP
2087
GSA Capital Partners
United Kingdom
$306K -$3.39M -41,790 -92%
LWA
2088
Lifelong Wealth Advisors
Minnesota
$304K – – –
BFO
2089
Boston Family Office
Massachusetts
$304K – – –
PCM
2090
Princeton Capital Management
New Jersey
$304K +$19.9K +245 +7%
FCG
2091
Financial Connections Group
California
$303K +$274K +3,383 +1,404%
MCWA
2092
Meadow Creek Wealth Advisors
Georgia
$303K -$17.9K -221 -6%
BFA
2093
Beaumont Financial Advisors
Massachusetts
$301K -$6.16K -76 -2%
HWMO
2094
Heritage Wealth Management (Ohio)
Ohio
$300K – – –
CTWM
2095
Cherry Tree Wealth Management
Minnesota
$300K – – –
EWS
2096
Eagle Wealth Strategies
New Jersey
$299K -$2.92K -36 -1%
PPWM
2097
Paragon Private Wealth Management
Kentucky
$298K +$288K +3,550 New
FOA
2098
Five Oceans Advisors
California
$297K -$14.6K -180 -5%
WI
2099
Wedgewood Investors
Pennsylvania
$297K – – –
FFA
2100
Fi3 Financial Advisors
Indiana
$297K +$3.08K +38 +1%
82 83
84
85 86