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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2226
Kolinsky Wealth Management
New Jersey
$206K +$200K +2,926 New
CIAM
2227
Caitong International Asset Management
Hong Kong
$205K +$200K +2,924 New
CFS
2228
CRA Financial Services
New Jersey
$205K +$199K +2,917 New
HVIA
2229
Hudson Valley Investment Advisors
New York
$205K +$199K +2,915 New
HL
2230
HeadInvest LLC
Maine
$204K +$198K +2,905 New
EIA
2231
Edgemoor Investment Advisors
Maryland
$204K +$198K +2,904 New
CBB
2232
Citizens Business Bank
California
$204K – – –
GD
2233
Grandfield & Dodd
New York
$204K +$198K +2,898 New
AA
2234
Apriem Advisors
California
$203K +$198K +2,896 New
IWN
2235
Independent Wealth Network
Iowa
$203K +$198K +2,895 New
SCA
2236
Scott Capital Advisors
Oregon
$203K +$197K +2,879 New
SPG
2237
Strategic Planning Group
Utah
$203K +$197K +2,891 New
KL
2238
KWMG LLC
Kansas
$203K +$197K +2,889 New
MAM
2239
McLean Asset Management
Virginia
$202K +$196K +2,873 New
RIM
2240
RW Investment Management
Idaho
$202K +$196K +2,872 New
NCM
2241
Nelson Capital Management
California
$201K +$196K +2,868 New
ACA
2242
American Capital Advisory
Idaho
$201K +$137 +2 +0.1%
HGWM
2243
Horst & Graben Wealth Management
Oregon
$201K +$195K +2,855 New
EFSCE
2244
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$195K +2,855 New
KFA
2245
Kapstone Financial Advisors
Ohio
$200K +$175K +2,557 New
CFD
2246
Creative Financial Designs
Indiana
$199K -$5.33K -78 -3%
PIA
2247
Powell Investment Advisors
Florida
$198K – – –
PSFG
2248
Park Square Financial Group
Georgia
$196K +$191K +2,794 New
WPA
2249
West Paces Advisors
Georgia
$196K – – –
OCM
2250
Osterweis Capital Management
California
$193K -$74.3K -1,088 -28%
88 89
90
91 92