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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2226
Edgemoor Investment Advisors
Maryland
$208K – – –
HIM
2227
Hanlon Investment Management
New Jersey
$208K -$26K -346 -11%
KL
2228
KWMG LLC
Kansas
$208K +$225 +3 +0.1%
TA
2229
TFB Advisors
Kansas
$207K -$12.2K -163 -5%
SCA
2230
Scott Capital Advisors
Oregon
$207K – – –
IW
2231
Instrumental Wealth
Florida
$207K -$3.68K -49 -2%
RIM
2232
RW Investment Management
Idaho
$206K – – –
SO
2233
Sierra Ocean
California
$205K +$13.4K +178 +7%
HFS
2234
Howard Financial Services
Texas
$205K +$214K +2,852 New
OAS
2235
Optivise Advisory Services
Tennessee
$205K -$15.7K -209 -7%
MFF
2236
Michels Family Financial
Texas
$204K +$213K +2,837 New
NLP
2237
Next Level Private
New York
$204K +$213K +2,837 New
LMKC
2238
L.M. Kohn & Company
Ohio
$204K +$213K +2,836 New
SCA
2239
Sandy Cove Advisors
Massachusetts
$203K +$213K +2,833 New
RB
2240
Rodgers Brothers
Pennsylvania
$203K +$212K +2,825 New
TFA
2241
Tobias Financial Advisors
Florida
$202K +$212K +2,820 New
PIA
2242
Powell Investment Advisors
Florida
$202K – – –
MWM
2243
MGB Wealth Management
Texas
$202K +$212K +2,819 New
RIS
2244
Richmond Investment Services
Wisconsin
$201K +$211K +2,804 New
ERWM
2245
Elk River Wealth Management
Colorado
$201K +$210K +2,800 New
EFG
2246
Ethos Financial Group
Pennsylvania
$201K +$36.3K +484 +20%
WA
2247
WBH Advisory
Maryland
$201K +$210K +2,800 New
IAS
2248
Investment Advisory Services
Texas
$201K +$210K +2,800 New
WPA
2249
West Paces Advisors
Georgia
$201K – – –
JC
2250
JB Capital
Connecticut
$200K +$210K +2,791 New
88 89
90
91 92