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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2076
Octavia Wealth Advisors
Ohio
$387K -$521 -6 -0.1%
FA
2077
Fedenia Advisers
Wisconsin
$387K -$5.56K -64 -2%
IIM
2078
Ipswich Investment Management
Massachusetts
$387K +$4.6K +53 +1%
PCMNC
2079
Piedmont Capital Management (North Carolina)
North Carolina
$386K +$359K +4,140 New
SHFG
2080
S Harris Financial Group
Texas
$386K +$359K +4,139 New
CPC
2081
Consolidated Planning Corp
Georgia
$385K -$8.68K -100 -2%
LPFG
2082
Landing Point Financial Group
Ohio
$385K -$13.3K -153 -4%
BBPWM
2083
Blue Bell Private Wealth Management
Pennsylvania
$385K – – –
CCG
2084
Cypress Capital Group
Florida
$385K +$144K +1,659 +67%
BC
2085
Brio Consultants
California
$384K +$28.4K +327 +9%
FGI
2086
Foresight Global Investors
New York
$384K – – –
VW
2087
Vantus Wealth
Pennsylvania
$383K +$357K +4,113 New
LWA
2088
Legacy Wealth Advisors
Florida
$383K +$357K +4,111 New
PCM
2089
Polymer Capital Management
New York
$383K -$2.2M -25,392 -86%
AFPL
2090
Advus Financial Partners, LLC
Florida
$383K -$203K -2,339 -36%
MWP
2091
Madison Wealth Partners
Wisconsin
$382K +$356K +4,103 New
TFA
2092
Tobias Financial Advisors
Florida
$382K +$61.7K +711 +21%
KFS
2093
Keynote Financial Services
Connecticut
$382K – – –
LCS
2094
Levin Capital Strategies
New York
$382K – – –
LA
2095
Lifeworks Advisors
Michigan
$382K +$13.3K +153 +4%
AMBIA
2096
Allen Mooney & Barnes Investment Advisors
Georgia
$382K -$11.8K -136 -3%
KIA
2097
Koenig Investment Advisory
Oregon
$379K +$381K +4,387 New
MG
2098
Marex Group
$378K +$53.7K +618 +18%
SIM
2099
SSI Investment Management
California
$378K – – –
DWS
2100
Discipline Wealth Solutions
South Carolina
$377K +$351K +4,048 New
82 83
84
85 86