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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
2201
Asset Dedication LLC
California
$290K -$64.2K -748 -17%
CCFM
2202
Clear Creek Financial Management
Washington
$289K +$13.4K +156 +4%
MWA
2203
Motive Wealth Advisors
Michigan
$289K -$3.44K -40 -1%
NWM
2204
Nolet Wealth Management
Texas
$289K -$6.1K -71 -2%
CCAM
2205
Cascades Capital Asset Management
North Carolina
$289K -$193K -2,251 -38%
FCG
2206
Financial Connections Group
California
$288K – – –
SCA
2207
Sandy Cove Advisors
Massachusetts
$288K +$4.55K +53 +1%
HA
2208
HC Advisors
Georgia
$288K +$28K +326 +10%
VV
2209
Verity & Verity
South Carolina
$287K – – –
TTWM
2210
TCV Trust & Wealth Management
Virginia
$287K -$58K -675 -16%
ACM
2211
Ayrshire Capital Management
Connecticut
$287K -$137K -1,593 -31%
EFG
2212
Ethos Financial Group
Pennsylvania
$286K +$44.3K +516 +17%
NWA
2213
Navis Wealth Advisors
New York
$285K – – –
CTWM
2214
Cherry Tree Wealth Management
Minnesota
$285K – – –
JFG
2215
Jefferies Financial Group
New York
$285K -$4.04M -47,051 -93%
EWA
2216
Emergent Wealth Advisors
New York
$284K +$30.3K +353 +11%
SFGP
2217
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K +$98.7K +1,149 +48%
CA
2218
Crewe Advisors
Utah
$283K +$12.3K +143 +4%
WI
2219
Wedgewood Investors
Pennsylvania
$282K – – –
BFO
2220
Boston Family Office
Massachusetts
$282K +$10.7K +125 +4%
RPGK
2221
Retirement Planning Group (Kansas)
Kansas
$281K +$20.8K +242 +7%
B
2222
BetterWealth
California
$281K +$1.8K +21 +0.6%
BWP
2223
BSW Wealth Partners
Colorado
$280K +$5.33K +62 +2%
CAL
2224
Capital Advisors Ltd
Ohio
$280K +$9.62K +112 +3%
PAG
2225
Powers Advisory Group
Illinois
$280K +$258 +3 +0.1%
87 88
89
90 91