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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2151
Parkwoods Wealth Partners
New York
$321K +$312K +3,880 New
SGI
2152
Swan Global Investments
Colorado
$320K +$93.3K +1,161 +43%
4WM
2153
49 Wealth Management
Texas
$320K -$147K -1,833 -32%
A
2154
Alongside
Texas
$320K +$311K +3,873 New
RPGK
2155
Retirement Planning Group (Kansas)
Kansas
$320K +$27.7K +345 +10%
KCP
2156
Kera Capital Partners
California
$320K +$45.7K +569 +17%
RIP
2157
RAM Investment Partners
Washington
$318K -$203K -2,526 -40%
PAM
2158
Peninsula Asset Management
Florida
$318K – – –
AT
2159
Adelphi Trust
Florida
$317K – – –
MCWA
2160
Meadow Creek Wealth Advisors
Georgia
$317K -$4.66K -58 -1%
CCA
2161
Cottonwood Capital Advisors
Utah
$317K +$241 +3 +0.1%
HWM
2162
HRC Wealth Management
Idaho
$317K +$80 +1 +0%
HIM
2163
Hanlon Investment Management
New Jersey
$317K -$741K -9,217 -71%
BOPW
2164
Brandywine Oak Private Wealth
Pennsylvania
$316K -$1.93K -24 -0.6%
FCM
2165
Fortis Capital Management
Washington
$316K +$47.2K +587 +18%
PBF
2166
Petix & Botte Financial
California
$316K +$154K +1,914 +100%
UWM
2167
United Wealth Management
Virginia
$316K – – –
AI
2168
Arvest Investments
Arkansas
$316K -$1.53K -19 -0.5%
AFPL
2169
Advus Financial Partners, LLC
Florida
$315K -$13.7K -171 -4%
GWWM
2170
Great Waters Wealth Management
Minnesota
$315K -$9.72K -121 -3%
CWMS
2171
Cannon Wealth Management Services
North Carolina
$315K +$6.51K +81 +2%
IIM
2172
Ipswich Investment Management
Massachusetts
$314K -$6.27K -78 -2%
WC
2173
Westhampton Capital
North Carolina
$314K – – –
EFL
2174
ERn Financial LLC
Wisconsin
$314K +$97.8K +1,217 +47%
LFA
2175
Laraway Financial Advisors
Minnesota
$313K +$321 +4 +0.1%
85 86
87
88 89