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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
2126
Next Level Private
New York
$335K +$2.09K +26 +0.6%
SIM
2127
SSI Investment Management
California
$335K – – –
AFG
2128
Albion Financial Group
Utah
$335K – – –
KW
2129
KWB Wealth
California
$335K -$92.3K -1,148 -22%
DWS
2130
Discipline Wealth Solutions
South Carolina
$335K – – –
SPF
2131
South Plains Financial
Texas
$334K – – –
CGH
2132
CMG Global Holdings
Texas
$334K -$43.3K -539 -12%
WAM
2133
Weinberger Asset Management
California
$334K -$4.82K -60 -2%
BHWM
2134
Bar Harbor Wealth Management
New Hampshire
$333K -$3.29K -41 -1%
PCA
2135
Peddock Capital Advisors
Massachusetts
$333K – – –
JHP
2136
James Hambro & Partners
United Kingdom
$332K – – –
KA
2137
Kure Advisory
Minnesota
$331K +$3.05K +38 +1%
EP
2138
EPIQ Partners
Minnesota
$331K – – –
NED
2139
Nancy E. Dempze
$331K – – –
UBV
2140
United Bank (Virginia)
Virginia
$331K – – –
BCMLT
2141
Beacon Capital Management LLC (Tennessee)
Tennessee
$331K +$321K +3,999 New
MO
2142
McMillan Office
Michigan
$329K – – –
DCM
2143
Donaldson Capital Management
Indiana
$327K +$8.44K +105 +3%
TPWA
2144
Twin Peaks Wealth Advisors
California
$325K +$55.3K +688 +21%
GHA
2145
Granite Harbor Advisors
Texas
$325K -$1.29K -16 -0.4%
SC
2146
Schiavi & Co
Delaware
$325K -$20.1K -250 -8%
SNBOSD
2147
Security National Bank of So Dak
Iowa
$325K – – –
I
2148
InceptionR
California
$324K -$1.26M -15,639 -80%
WCFA
2149
Walkner Condon Financial Advisors
Wisconsin
$324K -$1.21K -15 -0.4%
CA
2150
Crewe Advisors
Utah
$324K +$28.9K +360 +10%
84 85
86
87 88