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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2451
Valley Wealth Managers
New Jersey
$27.7K – – –
MWM
2452
Mascoma Wealth Management
New Hampshire
$27.2K – – –
LFASL
2453
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K -$35.4K -472 -56%
CIAS
2454
CBIZ Investment Advisory Services
Ohio
$27.1K +$24.2K +322 +585%
MIM
2455
Meridiem Investment Management
United Kingdom
$25.1K – – –
EPIM
2456
Evelyn Partners Investment Management
$24.4K – – –
RTL
2457
Red Tortoise LLC
Georgia
$24.1K – – –
CMA
2458
Cedar Mountain Advisors
Oregon
$23.7K – – –
MSG
2459
Main Street Group
Virginia
$23K – – –
MWA
2460
Medallion Wealth Advisors
Connecticut
$22.9K – – –
PP
2461
PFS Partners
New Jersey
$22.3K – – –
NOI
2462
Newton One Investments
Delaware
$22K +$75 +1 +0.3%
RWS
2463
Retirement Wealth Solutions
Wisconsin
$21.7K – – –
IMC
2464
Investment Management Corporation
Virginia
$21.7K – – –
BCM
2465
Berbice Capital Management
New York
$21.5K – – –
WIM
2466
Westside Investment Management
California
$21.5K – – –
T
2467
Tidemark
California
$21.2K -$2.1K -28 -9%
WCM
2468
WealthTrak Capital Management
Virginia
$20.4K +$14K +187 +193%
BGWM
2469
Bridge Generations Wealth Management
Florida
$20.1K – – –
CFS
2470
CGC Financial Services
Oregon
$20.1K – – –
PP
2471
PrairieView Partners
Minnesota
$20K +$3.45K +46 +19%
CCM
2472
Copeland Capital Management
Pennsylvania
$18.5K – – –
HB
2473
Horizon Bancorp
Indiana
$18K – – –
CMP
2474
Coston McIsaac & Partners
Maine
$18K +$75 +1 +0.4%
AF
2475
Abound Financial
California
$17.7K +$18.5K +247 New
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