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Wells Fargo

WFC

Market cap $240B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1926	KPCM 1926 Kings Point Capital Management Great Neck, New York	$54K	-$5.07M	-85,267	-99%
1927	OSAM 1927 O'Shaughnessy Asset Management Stamford, Connecticut	$53K	+$60K	+1,010	New
1928	WAM 1928 Westport Asset Management Southport, Connecticut	$52K	–	–	–
1929	TCCM 1929 Timber Creek Capital Management Boston, Massachusetts	$51K	–	–	–
1930	AWA 1930 Acorn Wealth Advisors Grand Blanc, Michigan	$50K	-$14.9K	-250	-21%
1931	PFO 1931 Pathstone Family Office Englewood, New Jersey	$50K	+$8.91K	+150	+19%
1932	BCP 1932 Blackhawk Capital Partners Thiensville, Wisconsin	$49K	-$706K	-11,885	-93%
1933	MUS 1933 Mitsubishi UFJ Securities Tokyo, Japan	$49K	–	–	–
1934	ML 1934 McAdam LLC Philadelphia, Pennsylvania	$49K	+$55.1K	+928	New
1935	TC 1935 Trilogy Capital Irvine, California	$45K	+$50.5K	+850	New
1936	CAC 1936 Certified Advisory Corp Altamonte Springs, Florida	$44K	+$13.7K	+231	+36%
1937	PAM 1937 Paradigm Asset Management New York	$41.9K	–	–	–
1938	ED 1938 Exane Derivatives Paris, France	$41.1K	+$47.4K	+798	New
1939	SCA 1939 Stuart Chaussee & Associates Palos Verdes Estates, California	$41K	–	–	–
1940	TIM 1940 Tortoise Investment Management White Plains, New York	$40K	-$4.04K	-68	-8%
1941	CFA 1941 Camarda Financial Advisors Fleming Island, Florida	$40K	–	–	–
1942	SFG 1942 SevenBridge Financial Group Harrisburg, Pennsylvania	$40K	–	–	–
1943	GTAM 1943 Global Trust Asset Management West Palm Beach, Florida	$39K	–	–	–
1944	AIS 1944 AlphaOne Investment Services West Chester, Pennsylvania	$39K	+$297	+5	+0.7%
1945	LGWM 1945 Litman Gregory Wealth Management Larkspur, California	$37K	–	–	–
1946	PWAG 1946 Polaris Wealth Advisory Group San Rafael, California	$37K	+$42K	+707	New
1947	PCA 1947 Providence Capital Advisors Charlotte, North Carolina	$36K	-$8.85K	-149	-18%
1948	FWM 1948 Focused Wealth Management Newburgh, New York	$33K	+$5.94K	+100	+19%
1949	APSP 1949 Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$32K	-$8.08K	-136	-18%
1950	IP 1950 Isthmus Partners Madison, Wisconsin	$31K	–	–	–

Wells Fargo WFC Market cap $240B

Wells Fargo

WFC

Market cap $240B