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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2151
Basepoint Wealth
Iowa
$324K -$182K -2,261 -37%
BFA
2152
Bill Few Associates
Pennsylvania
$324K -$36K -448 -10%
FNWA
2153
Financial Network Wealth Advisors
Utah
$323K +$2.81K +35 +0.9%
LA
2154
Lifeworks Advisors
Michigan
$322K -$15.5K -193 -5%
MIP
2155
Marietta Investment Partners
Wisconsin
$322K – – –
SW
2156
SlateStone Wealth
Florida
$322K -$263K -3,274 -46%
MFS
2157
Madrona Financial Services
Washington
$322K -$482 -6 -0.2%
CAWM
2158
Capital Advisors Wealth Management
Washington
$321K +$6.43K +80 +2%
LW
2159
Linscomb Wealth
Texas
$321K -$444K -5,522 -59%
AIA
2160
Accelerate Investment Advisors
California
$321K +$3.21K +40 +1%
PWP
2161
Parkwoods Wealth Partners
New York
$321K +$312K +3,880 New
SGI
2162
Swan Global Investments
Colorado
$320K +$93.3K +1,161 +43%
4WM
2163
49 Wealth Management
Texas
$320K -$147K -1,833 -32%
A
2164
Alongside
Texas
$320K +$311K +3,873 New
RPGK
2165
Retirement Planning Group (Kansas)
Kansas
$320K +$27.7K +345 +10%
KCP
2166
Kera Capital Partners
California
$320K +$45.7K +569 +17%
RIP
2167
RAM Investment Partners
Washington
$318K -$203K -2,526 -40%
PAM
2168
Peninsula Asset Management
Florida
$318K – – –
AT
2169
Adelphi Trust
Florida
$317K – – –
MCWA
2170
Meadow Creek Wealth Advisors
Georgia
$317K -$4.66K -58 -1%
CCA
2171
Cottonwood Capital Advisors
Utah
$317K +$241 +3 +0.1%
HWM
2172
HRC Wealth Management
Idaho
$317K +$80 +1 +0%
HIM
2173
Hanlon Investment Management
New Jersey
$317K -$741K -9,217 -71%
BOPW
2174
Brandywine Oak Private Wealth
Pennsylvania
$316K -$1.93K -24 -0.6%
FCM
2175
Fortis Capital Management
Washington
$316K +$47.2K +587 +18%
85 86
87
88 89