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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2451
Raffa Wealth Management
District of Columbia
$28.4K – – –
VWM
2452
Valley Wealth Managers
New Jersey
$27.7K – – –
MWM
2453
Mascoma Wealth Management
New Hampshire
$27.2K – – –
LFASL
2454
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K -$35.4K -472 -56%
CIAS
2455
CBIZ Investment Advisory Services
Ohio
$27.1K +$24.2K +322 +585%
MIM
2456
Meridiem Investment Management
United Kingdom
$25.1K – – –
EPIM
2457
Evelyn Partners Investment Management
$24.4K – – –
RTL
2458
Red Tortoise LLC
Georgia
$24.1K – – –
CMA
2459
Cedar Mountain Advisors
Oregon
$23.7K – – –
MSG
2460
Main Street Group
Virginia
$23K – – –
MWA
2461
Medallion Wealth Advisors
Connecticut
$22.9K – – –
PP
2462
PFS Partners
New Jersey
$22.3K – – –
NOI
2463
Newton One Investments
Delaware
$22K +$75 +1 +0.3%
RWS
2464
Retirement Wealth Solutions
Wisconsin
$21.7K – – –
IMC
2465
Investment Management Corporation
Virginia
$21.7K – – –
BCM
2466
Berbice Capital Management
New York
$21.5K – – –
WIM
2467
Westside Investment Management
California
$21.5K – – –
T
2468
Tidemark
California
$21.2K -$2.1K -28 -9%
WCM
2469
WealthTrak Capital Management
Virginia
$20.4K +$14K +187 +193%
BGWM
2470
Bridge Generations Wealth Management
Florida
$20.1K – – –
CFS
2471
CGC Financial Services
Oregon
$20.1K – – –
PP
2472
PrairieView Partners
Minnesota
$20K +$3.45K +46 +19%
CCM
2473
Copeland Capital Management
Pennsylvania
$18.5K – – –
HB
2474
Horizon Bancorp
Indiana
$18K – – –
CMP
2475
Coston McIsaac & Partners
Maine
$18K +$75 +1 +0.4%
97 98
99
100 101