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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
1926
Newton One Investments
Delaware
$13.1K – – –
AFIA
1927
America First Investment Advisors
Nebraska
$12.7K -$9.59K -220 -39%
CCP
1928
Carmel Capital Partners
California
$11.7K +$13.7K +314 New
PP
1929
PFS Partners
New Jersey
$11.6K – – –
BCM
1930
Bourgeon Capital Management
Connecticut
$11.5K – – –
WIM
1931
Westside Investment Management
California
$11.2K – – –
HDIM
1932
Hanson & Doremus Investment Management
Vermont
$11K -$1.79K -41 -12%
GFWA
1933
Grey Fox Wealth Advisors
Delaware
$10.6K – – –
CMANY
1934
Capital Management Associates (New York)
New York
$9.35K – – –
NF
1935
Norwood Financial
Pennsylvania
$9.34K – – –
DI
1936
Disciplined Investments
Oklahoma
$9.05K +$3.27K +75 +45%
CMP
1937
Coston McIsaac & Partners
Maine
$9K – – –
TWD
1938
True Wealth Design
Ohio
$8.22K +$9.59K +220 New
GG
1939
Gleason Group
Kentucky
$8.2K +$44 +1 +0.5%
CM
1940
Cornerstone Management
Georgia
$8K -$262 -6 -3%
KA
1941
Kozak & Associates
Colorado
$7.93K -$392 -9 -4%
2L
1942
25 LLC
Missouri
$7.92K +$8.98K +206 New
FNBOSM
1943
First National Bank of South Miami
Florida
$7.48K – – –
WFA
1944
West Financial Advisors
Iowa
$7.44K +$8.67K +199 New
SC
1945
Schubert & Co
Texas
$7.33K -$5.06K -116 -37%
PGAM
1946
Princeton Global Asset Management
New Jersey
$7.15K +$44 +1 +0.5%
FCG
1947
Financial Connections Group
California
$7K -$2.18K -50 -21%
LSA
1948
Lansing Street Advisors
Pennsylvania
$6.73K – – –
PS
1949
PayPay Securities
Japan
$6.5K -$4.79K -110 -39%
RI
1950
Ridgewood Investments
New Jersey
$6.5K +$7.58K +174 New
76 77
78
79 80