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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2151
Granite Harbor Advisors
Texas
$357K -$4.43K -51 -1%
HWM
2152
HRC Wealth Management
Idaho
$357K +$955 +11 +0.3%
CCA
2153
Cottonwood Capital Advisors
Utah
$357K +$260 +3 +0.1%
PBF
2154
Petix & Botte Financial
California
$357K – – –
UWM
2155
United Wealth Management
Virginia
$356K – – –
CWM
2156
CarsonAllaria Wealth Management
Illinois
$356K -$22.4K -258 -6%
CAWM
2157
Capital Advisors Wealth Management
Washington
$355K -$5.9K -68 -2%
NWA
2158
New World Advisors
Massachusetts
$355K +$29K +334 +10%
WC
2159
Westhampton Capital
North Carolina
$354K -$171K -1,975 -34%
ABLA
2160
Alan B. Lancz & Associates
Ohio
$354K – – –
UAG
2161
United Advisor Group
Ohio
$353K +$83.4K +961 +34%
BWS
2162
BCR Wealth Strategies
Alabama
$352K +$328K +3,783 New
PH
2163
Pinnacle Holdings
Oklahoma
$352K +$104K +1,200 +47%
HBW
2164
Hazlett, Burt & Watson
West Virginia
$351K +$30.6K +353 +10%
GSF
2165
Grove Street Fiduciary
New Hampshire
$351K – – –
AWM
2166
Ariadne Wealth Management
California
$351K +$15.2K +175 +5%
RAM
2167
Reflection Asset Management
South Carolina
$351K +$327K +3,761 New
PCM
2168
Princeton Capital Management
New Jersey
$350K +$11.8K +136 +4%
AWC
2169
Adamsbrown Wealth Consultants
Kansas
$350K +$109K +1,260 +50%
EWM
2170
Elevatus Welath Management
New York
$349K +$325K +3,749 New
FSCM
2171
Front Street Capital Management
Montana
$349K +$23.7K +273 +8%
TNBTD
2172
Trustmark National Bank Trust Department
Mississippi
$348K +$22.8K +263 +8%
XSC
2173
X-Square Capital
Puerto Rico
$348K +$347 +4 +0.1%
CWA
2174
CM Wealth Advisors
Ohio
$347K +$324K +3,728 New
FFA
2175
Fi3 Financial Advisors
Indiana
$347K +$15.6K +180 +5%
85 86
87
88 89