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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
2101
Jamison Private Wealth Management
Georgia
$9.6K – – –
PS
2102
PayPay Securities
Japan
$9.07K +$1.9K +44 +31%
B
2103
Birchbrook
Maine
$8.91K +$7.81K +181 New
VWA
2104
Valued Wealth Advisors
Utah
$8.31K +$8.76K +203 New
CP
2105
Castleview Partners
Texas
$8.27K – – –
RDFA
2106
Ritter Daniher Financial Advisory
Ohio
$7.88K – – –
WWM
2107
Wolff Wiese Magana
California
$7.88K +$1.08K +25 +19%
TCA
2108
Trifecta Capital Advisors
Illinois
$7.48K -$43.2K -1,000 -87%
CAM
2109
ClariVest Asset Management
California
$7.44K +$4.23K +98 +185%
GWMIA
2110
Global Wealth Management Investment Advisory
Florida
$7.43K – – –
TFGT
2111
TS Financial Group (TSFG)
Illinois
$7K – – –
EC
2112
EntryPoint Capital
New York
$6.84K +$6K +139 New
HGA
2113
Hobbs Group Advisors
South Carolina
$6.76K +$14.3K +332 New
BC
2114
Broadwater Capital
Massachusetts
$6.55K +$5.74K +133 New
DEM
2115
Disciplined Equity Management
Florida
$6.05K +$5.31K +123 New
KI
2116
Kapitalo Investimentos
Brazil
$5.96K -$24.2K -561 -82%
IA
2117
IFS Advisors
Kansas
$5.81K – – –
CWA
2118
Carolina Wealth Advisors
South Carolina
$5.56K – – –
RAM
2119
Riggs Asset Management
Pennsylvania
$5.42K +$4.75K +110 New
GFL
2120
Granite FO LLC
New Hampshire
$5.32K – – –
NRG
2121
Nemes Rush Group
Michigan
$5.12K -$98K -2,270 -96%
LIWM
2122
Long Island Wealth Management
New York
$5K +$4.23K +98 New
EAM
2123
Eukles Asset Management
Ohio
$4.97K – – –
LOIP
2124
Live Oak Investment Partners
Texas
$4.92K – – –
TLA
2125
Tanglewood Legacy Advisors
Texas
$4.92K – – –
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85
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