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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2126
Ullmann Wealth Partners Group
Florida
$369K -$43.4K -500 -11%
NWM
2127
Northcape Wealth Management
New York
$369K -$15.5K -179 -4%
GWWM
2128
Great Waters Wealth Management
Minnesota
$367K -$3.21K -37 -0.9%
SIC
2129
SJS Investment Consulting
Ohio
$367K +$36.2K +417 +12%
IWA
2130
Integrity Wealth Advisors
California
$366K -$279K -3,216 -45%
VC
2131
Vicus Capital
Pennsylvania
$365K -$108K -1,241 -24%
ACP
2132
Argyle Capital Partners
California
$364K -$23.4K -270 -6%
NDSI
2133
Newman Dignan & Sheerar Inc
Rhode Island
$364K – – –
MIP
2134
Marietta Investment Partners
Wisconsin
$363K -$344K -3,960 -50%
SWA
2135
SFMG Wealth Advisors
Texas
$363K +$15.6K +180 +5%
MFS
2136
Madrona Financial Services
Washington
$363K +$2.69K +31 +0.8%
DWM
2137
DecisionMap Wealth Management
Virginia
$362K +$79.8K +919 +31%
RWM
2138
Riverbend Wealth Management
South Carolina
$362K +$17.4K +200 +5%
AT
2139
Adelphi Trust
Florida
$361K +$336K +3,870 New
FNWA
2140
Financial Network Wealth Advisors
Utah
$361K -$4.08K -47 -1%
CCA
2141
Cooper Capital Advisors
California
$360K – – –
WF
2142
WealthPoint Financial
North Carolina
$360K +$335K +3,861 New
BOPW
2143
Brandywine Oak Private Wealth
Pennsylvania
$359K – – –
TVPW
2144
Third View Private Wealth
Connecticut
$359K +$334K +3,852 New
AI
2145
Arvest Investments
Arkansas
$359K +$334K +3,849 New
LWCFA
2146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K – – –
AIA
2147
Accelerate Investment Advisors
California
$358K -$51.1K -589 -13%
GHA
2148
Granite Harbor Advisors
Texas
$357K -$4.43K -51 -1%
HWM
2149
HRC Wealth Management
Idaho
$357K +$955 +11 +0.3%
CCA
2150
Cottonwood Capital Advisors
Utah
$357K +$260 +3 +0.1%
84 85
86
87 88