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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
2151
Petix & Botte Financial
California
$357K – – –
UWM
2152
United Wealth Management
Virginia
$356K – – –
CWM
2153
CarsonAllaria Wealth Management
Illinois
$356K -$22.4K -258 -6%
CAWM
2154
Capital Advisors Wealth Management
Washington
$355K -$5.9K -68 -2%
NWA
2155
New World Advisors
Massachusetts
$355K +$29K +334 +10%
WC
2156
Westhampton Capital
North Carolina
$354K -$171K -1,975 -34%
ABLA
2157
Alan B. Lancz & Associates
Ohio
$354K – – –
UAG
2158
United Advisor Group
Ohio
$353K +$83.4K +961 +34%
BWS
2159
BCR Wealth Strategies
Alabama
$352K +$328K +3,783 New
PH
2160
Pinnacle Holdings
Oklahoma
$352K +$104K +1,200 +47%
HBW
2161
Hazlett, Burt & Watson
West Virginia
$351K +$30.6K +353 +10%
GSF
2162
Grove Street Fiduciary
New Hampshire
$351K – – –
AWM
2163
Ariadne Wealth Management
California
$351K +$15.2K +175 +5%
RAM
2164
Reflection Asset Management
South Carolina
$351K +$327K +3,761 New
PCM
2165
Princeton Capital Management
New Jersey
$350K +$11.8K +136 +4%
AWC
2166
Adamsbrown Wealth Consultants
Kansas
$350K +$109K +1,260 +50%
EWM
2167
Elevatus Welath Management
New York
$349K +$325K +3,749 New
FSCM
2168
Front Street Capital Management
Montana
$349K +$23.7K +273 +8%
TNBTD
2169
Trustmark National Bank Trust Department
Mississippi
$348K +$22.8K +263 +8%
XSC
2170
X-Square Capital
Puerto Rico
$348K +$347 +4 +0.1%
CWA
2171
CM Wealth Advisors
Ohio
$347K +$324K +3,728 New
FFA
2172
Fi3 Financial Advisors
Indiana
$347K +$15.6K +180 +5%
NS
2173
Northland Securities
Minnesota
$345K +$321K +3,700 New
NWM
2174
Nolet Wealth Management
Texas
$345K +$321K +3,697 New
RWC
2175
Rare Wolf Capital
Washington
$344K +$321K +3,695 New
85 86
87
88 89