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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
2176
Petix & Botte Financial
California
$316K +$154K +1,914 +100%
UWM
2177
United Wealth Management
Virginia
$316K – – –
AI
2178
Arvest Investments
Arkansas
$316K -$1.53K -19 -0.5%
GWWM
2179
Great Waters Wealth Management
Minnesota
$315K -$9.72K -121 -3%
CWMS
2180
Cannon Wealth Management Services
North Carolina
$315K +$6.51K +81 +2%
IIM
2181
Ipswich Investment Management
Massachusetts
$314K -$6.27K -78 -2%
WC
2182
Westhampton Capital
North Carolina
$314K – – –
EFL
2183
ERn Financial LLC
Wisconsin
$314K +$97.8K +1,217 +47%
LFA
2184
Laraway Financial Advisors
Minnesota
$313K +$321 +4 +0.1%
AWC
2185
Adamsbrown Wealth Consultants
Kansas
$312K +$4.5K +56 +2%
VC
2186
Vicus Capital
Pennsylvania
$312K -$9.4K -117 -3%
PH
2187
Pinnacle Holdings
Oklahoma
$312K – – –
GSF
2188
Grove Street Fiduciary
New Hampshire
$311K – – –
SL
2189
StoryOne LLC
Kansas
$311K +$303K +3,766 New
GWM
2190
GDS Wealth Management
Texas
$310K +$47.5K +591 +19%
QC
2191
Quantessence Capital
New York
$310K +$302K +3,754 New
AIIMS
2192
Analyst IMS Investment Management Services
Israel
$309K -$285K -3,550 -49%
XSC
2193
X-Square Capital
Puerto Rico
$309K +$482 +6 +0.2%
PAG
2194
Powers Advisory Group
Illinois
$309K +$18.2K +226 +6%
BPAMU
2195
BTG Pactual Asset Management US
New York
$309K +$161 +2 +0.1%
TAM
2196
TCP Asset Management
Ohio
$309K – – –
OWA
2197
Outlook Wealth Advisors
Texas
$308K +$1.69K +21 +0.6%
CWM
2198
CarsonAllaria Wealth Management
Illinois
$308K -$2.89K -36 -1%
CBT
2199
CoreFirst Bank & Trust
Kansas
$308K – – –
MWA
2200
Madson Wealth Advisors
California
$307K – – –
86 87
88
89 90