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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FGI
2101
Foresight Global Investors
New York
$340K – – –
BDF
2102
Black Diamond Financial
Maryland
$340K -$22.7K -282 -6%
SR
2103
Swiss Re
Switzerland
$340K +$305K +3,792 +1,189%
PR
2104
Payden & Rygel
California
$339K +$329K +4,100 New
KFS
2105
Keynote Financial Services
Connecticut
$339K – – –
LCS
2106
Levin Capital Strategies
New York
$339K – – –
BW
2107
BXM Wealth
Colorado
$339K +$62.1K +773 +23%
CMAI
2108
Capital Management Associates Inc
Minnesota
$338K -$7.79K -97 -2%
WF
2109
WealthPoint Financial
North Carolina
$338K +$12.9K +160 +4%
WSFG
2110
Wall Street Financial Group
Illinois
$338K +$72.9K +907 +29%
LPFG
2111
Landing Point Financial Group
Ohio
$338K -$3.54K -44 -1%
CWM
2112
Centurion Wealth Management
Virginia
$337K -$10.1K -126 -3%
IAG
2113
Investment Advisory Group
Massachusetts
$337K +$15.8K +196 +5%
NWA
2114
New World Advisors
Massachusetts
$336K +$49.3K +613 +18%
FCM
2115
Family Capital Management
Michigan
$336K -$10.5K -131 -3%
AAB
2116
ABN AMRO Bank
Netherlands
$335K +$5.38K +67 +2%
NLP
2117
Next Level Private
New York
$335K +$2.09K +26 +0.6%
SIM
2118
SSI Investment Management
California
$335K – – –
AFG
2119
Albion Financial Group
Utah
$335K – – –
KW
2120
KWB Wealth
California
$335K -$92.3K -1,148 -22%
DWS
2121
Discipline Wealth Solutions
South Carolina
$335K – – –
SPF
2122
South Plains Financial
Texas
$334K – – –
CGH
2123
CMG Global Holdings
Texas
$334K -$43.3K -539 -12%
WAM
2124
Weinberger Asset Management
California
$334K -$4.82K -60 -2%
BHWM
2125
Bar Harbor Wealth Management
New Hampshire
$333K -$3.29K -41 -1%
83 84
85
86 87