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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
2401
Chancellor Financial Group WB
Pennsylvania
$221K – – –
CWP
2402
Curated Wealth Partners
California
$220K -$272K -3,161 -53%
BFG
2403
Beto Financial Group
Idaho
$220K +$258 +3 +0.1%
BIA
2404
Bell Investment Advisors
California
$220K -$4.81K -56 -2%
SWA
2405
SOA Wealth Advisors
New York
$219K – – –
EFG
2406
Elevated Financial Group
Indiana
$219K -$258K -3,009 -52%
LFWA
2407
LiftPoint Family Wealth Advisors
New Jersey
$219K +$7.13K +83 +3%
WPA
2408
West Paces Advisors
Georgia
$219K +$6.18K +72 +3%
QPW
2409
Quantum Private Wealth
Florida
$219K – – –
EWA
2410
Eagle Wealth Advisors
Connecticut
$218K +$515 +6 +0.2%
SA
2411
Skyline Advisors
Washington
$218K -$2.75K -32 -1%
GWAG
2412
Garrett Wealth Advisory Group
Texas
$218K +$235K +2,740 New
BWP
2413
Balboa Wealth Partners
Arizona
$217K -$7.47K -87 -3%
AAS
2414
Asset Allocation Strategies
Michigan
$217K +$17.4K +202 +8%
PFM
2415
Patton Fund Management
Texas
$216K +$22.7K +264 +11%
GGS
2416
Galvin Gaustad & Stein
Arizona
$216K -$6.44K -75 -3%
JC
2417
JB Capital
Connecticut
$216K -$3.87K -45 -2%
SGI
2418
Swan Global Investments
Colorado
$216K +$23.3K +271 +11%
RB
2419
Rodgers Brothers
Pennsylvania
$216K +$344 +4 +0.1%
JWM
2420
JPL Wealth Management
Colorado
$216K +$233K +2,708 New
MAA
2421
Mraz Amerine & Associates
California
$215K -$432K -5,035 -65%
IW
2422
Instrumental Wealth
Florida
$215K -$3.09K -36 -1%
JIG
2423
Junk Investment Group
Maryland
$215K +$232K +2,701 New
HIIFS
2424
Harel Insurance Investments & Financial Services
Israel
$215K +$232K +2,700 New
AWM
2425
Aries Wealth Management
Maine
$215K -$11.2K -130 -5%
95 96
97
98 99