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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2176
Adamsbrown Wealth Consultants
Kansas
$312K +$4.5K +56 +2%
VC
2177
Vicus Capital
Pennsylvania
$312K -$9.4K -117 -3%
PH
2178
Pinnacle Holdings
Oklahoma
$312K – – –
GSF
2179
Grove Street Fiduciary
New Hampshire
$311K – – –
SL
2180
StoryOne LLC
Kansas
$311K +$303K +3,766 New
GWM
2181
GDS Wealth Management
Texas
$310K +$47.5K +591 +19%
QC
2182
Quantessence Capital
New York
$310K +$302K +3,754 New
AIIMS
2183
Analyst IMS Investment Management Services
Israel
$309K -$285K -3,550 -49%
XSC
2184
X-Square Capital
Puerto Rico
$309K +$482 +6 +0.2%
PAG
2185
Powers Advisory Group
Illinois
$309K +$18.2K +226 +6%
BPAMU
2186
BTG Pactual Asset Management US
New York
$309K +$161 +2 +0.1%
TAM
2187
TCP Asset Management
Ohio
$309K – – –
OWA
2188
Outlook Wealth Advisors
Texas
$308K +$1.69K +21 +0.6%
CWM
2189
CarsonAllaria Wealth Management
Illinois
$308K -$2.89K -36 -1%
CBT
2190
CoreFirst Bank & Trust
Kansas
$308K – – –
MWA
2191
Madson Wealth Advisors
California
$307K – – –
KFP
2192
Kerr Financial Planning
California
$307K +$1.21K +15 +0.4%
BFA
2193
Beaumont Financial Advisors
Massachusetts
$307K +$19.1K +238 +7%
NS
2194
Northland Securities
Minnesota
$306K – – –
SCA
2195
Sandy Cove Advisors
Massachusetts
$305K +$6.03K +75 +2%
BMO
2196
Beck Mack & Oliver
New York
$304K – – –
JWM
2197
JGP Wealth Management
Oregon
$303K -$30.3K -377 -9%
HBW
2198
Hazlett, Burt & Watson
West Virginia
$303K -$6.35K -79 -2%
FA
2199
Faithward Advisors
Pennsylvania
$303K +$295K +3,665 New
TTWM
2200
TCV Trust & Wealth Management
Virginia
$303K +$5.14K +64 +2%
86 87
88
89 90