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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2126
Parkway Wealth Management
Texas
$318K +$8.33K +97 +3%
OAM
2127
Ostrum Asset Management
France
$318K +$228K +2,656 +199%
UAG
2128
United Advisor Group
Ohio
$318K +$17.1K +199 +5%
PAG
2129
Private Advisory Group
Washington
$317K +$342K +3,985 New
AFPL
2130
Advus Financial Partners, LLC
Florida
$317K -$10.7K -124 -3%
PWM
2131
Power Wealth Management
Georgia
$317K +$99K +1,153 +41%
MO
2132
McMillan Office
Michigan
$317K – – –
1L
2133
10Elms LLP
Oklahoma
$316K – – –
NCTC
2134
New Covenant Trust Company
Indiana
$316K +$81.6K +950 +31%
KA
2135
Kure Advisory
Minnesota
$316K +$429 +5 +0.1%
SIC
2136
SJS Investment Consulting
Ohio
$315K +$1.72K +20 +0.5%
OWA
2137
Octavia Wealth Advisors
Ohio
$315K -$18.3K -213 -5%
GHA
2138
Granite Harbor Advisors
Texas
$314K +$9.96K +116 +3%
VC
2139
Vestor Capital
Illinois
$314K +$303K +3,522 +835%
WCFA
2140
Walkner Condon Financial Advisors
Wisconsin
$313K -$2.23K -26 -0.7%
SL
2141
StoryOne LLC
Kansas
$313K – – –
WF
2142
WealthPoint Financial
North Carolina
$313K +$6.1K +71 +2%
GWWM
2143
Great Waters Wealth Management
Minnesota
$313K -$859 -10 -0.3%
SNBOSD
2144
Security National Bank of So Dak
Iowa
$313K -$123K -1,430 -27%
WAM
2145
Weinberger Asset Management
California
$312K -$9.79K -114 -3%
MIP
2146
Marietta Investment Partners
Wisconsin
$310K – – –
MFS
2147
Madrona Financial Services
Washington
$310K +$429 +5 +0.1%
MCWA
2148
Meadow Creek Wealth Advisors
Georgia
$310K -$59K -687 -15%
VC
2149
Vicus Capital
Pennsylvania
$310K -$1.8K -21 -0.5%
IIM
2150
Ipswich Investment Management
Massachusetts
$309K -$23.4K -272 -7%
84 85
86
87 88