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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2126
Morton Brown Family Wealth
Pennsylvania
$4.92K +$4.32K +100 New
TFA
2127
Toth Financial Advisory
Virginia
$4.58K – – –
JSAM
2128
J. Safra Asset Management
New York
$4.53K +$3.97K +92 New
DFA
2129
DHJJ Financial Advisors
Illinois
$4.52K -$9.11K -211 -70%
CCA
2130
Criterion Capital Advisors
Tennessee
$4.43K +$3.88K +90 New
BFS
2131
Burkett Financial Services
South Carolina
$4.32K +$3.8K +88 New
LFASL
2132
Lugano Financial Advisors SA (LFA)
Switzerland
$3.99K +$3.5K +81 New
CSWM
2133
Cassady Schiller Wealth Management
Ohio
$3.89K – – –
AP
2134
Aspect Partners
Virginia
$3.44K +$3.02K +70 New
FWA
2135
FSC Wealth Advisors
New York
$3.35K – – –
AFG
2136
Albion Financial Group
Utah
$3.3K – – –
DAL
2137
Delta Accumulation LLC
California
$3.12K – – –
CAM
2138
Chesapeake Asset Management
New York
$3.1K – – –
GCM
2139
Gladius Capital Management
Illinois
$2.95K -$530K -12,289 -100%
PA
2140
Pineridge Advisors
Missouri
$2.76K +$2.42K +56 New
DWA
2141
Delos Wealth Advisors
Texas
$2.46K – – –
EWP
2142
Elevation Wealth Partners
California
$2.45K – – –
AA
2143
AlphaMark Advisors
Kentucky
$2K -$1.29K -30 -38%
FRA
2144
Frank Rimerman Advisors
California
$1.97K +$1.73K +40 New
LPP
2145
Life Planning Partners
Florida
$1.97K +$1.73K +40 New
TWP
2146
TFO Wealth Partners
Ohio
$1.72K -$53.7K -1,245 -97%
UFF
2147
USA Financial Formulas
Michigan
$1.38K +$129 +3 +12%
VWM
2148
Valley Wealth Managers
New Jersey
$1.28K – – –
LFA
2149
Livelsberger Financial Advisory
Ohio
$1.19K +$1.04K +24 New
AIMA
2150
Ables Iannone Moore & Associates
Georgia
$492 +$432 +10 New
84 85
86
87 88