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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EV
2301
EJMK Ventures
Illinois
$291K +$271K +3,121 New
CMF
2302
Counterpoint Mutual Funds
California
$291K -$78.6K -905 -22%
OWM
2303
Omnitrust Wealth Management
Florida
$290K +$270K +3,108 New
EI
2304
Ellevest Inc
New York
$288K -$1.65K -19 -0.6%
CWA
2305
Canvas Wealth Advisors
Kansas
$288K -$3.65K -42 -1%
NCTC
2306
New Covenant Trust Company
Indiana
$288K -$7.55K -87 -3%
NCMW
2307
Northern Capital Management (Washington)
Washington
$287K -$521 -6 -0.2%
IPWA
2308
International Private Wealth Advisors
California
$286K – – –
HWA
2309
Heartwood Wealth Advisors
Virginia
$285K -$16.1K -185 -6%
EFG
2310
Ethos Financial Group
Pennsylvania
$285K +$38.9K +448 +17%
FFG
2311
First Financial Group
North Carolina
$284K -$77.9K -897 -23%
LS
2312
Leelyn Smith
Illinois
$284K – – –
TAFW
2313
Tred Avon Family Wealth
Maryland
$284K -$30.4K -350 -10%
CFS
2314
Compass Financial Services
Iowa
$284K +$695 +8 +0.3%
JGIA
2315
Jackson Grant Investment Advisers
Connecticut
$284K +$4.6K +53 +2%
GRR
2316
Golden Reserve Retirement
Ohio
$284K +$264K +3,046 New
GA
2317
Goldstein Advisors
Wisconsin
$283K +$20.8K +240 +9%
SHWM
2318
Smith & Howard Wealth Management
Georgia
$283K – – –
PCP
2319
Panoramic Capital Partners
Oregon
$282K +$6.08K +70 +2%
IF
2320
Ironwood Financial
Arizona
$282K – – –
AR
2321
Altar Rock
New York
$282K +$263K +3,028 New
UBG
2322
United Bank (Georgia)
Georgia
$282K -$17.8K -205 -6%
DFG
2323
Demars Financial Group
Washington
$282K – – –
BOH
2324
Bank of Hawaii
Hawaii
$281K +$7.73K +89 +3%
AA
2325
Apriem Advisors
California
$281K -$10.6K -122 -4%
91 92
93
94 95