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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2026
Genesis Financial Group
New Jersey
$372K +$362K +4,505 New
MHC
2027
May Hill Capital
Massachusetts
$372K -$3.54K -44 -1%
WIM
2028
Warwick Investment Management
Texas
$372K -$123K -1,532 -25%
CPW
2029
Cogent Private Wealth
Florida
$372K -$18.6K -232 -5%
PWP
2030
Perfromance Wealth Partners
Illinois
$371K +$361K +4,492 New
SIG
2031
Sargent Investment Group
Maryland
$371K +$5.3K +66 +1%
CCM
2032
Check Capital Management
California
$370K +$5.63K +70 +2%
PGFG
2033
Pine Grove Financial Group
Minnesota
$370K -$28.1K -350 -7%
LWA
2034
Legacy Wealth Advisors
Florida
$370K +$9.8K +122 +3%
GA
2035
Goldstein Advisors
Wisconsin
$369K +$80.3K +999 +29%
EFG
2036
Embree Financial Group
Illinois
$369K +$7.15K +89 +2%
CWM
2037
Chesapeake Wealth Management
Virginia
$369K +$16.6K +206 +5%
SAM
2038
Sawgrass Asset Management
Florida
$368K -$284K -3,537 -44%
BAM
2039
Byrne Asset Management
New Jersey
$368K -$68.5K -852 -16%
SEP
2040
Southland Equity Partners
Missouri
$368K +$563 +7 +0.2%
MWM
2041
Mosley Wealth Management
California
$368K +$341K +4,239 +2,028%
FISPB
2042
Fideuram - Intesa Sanpaolo Private Banking
$367K -$73.7K -917 -17%
LAM
2043
Lewis Asset Management
California
$367K +$482 +6 +0.1%
NCM
2044
Narwhal Capital Management
Georgia
$366K – – –
WMA
2045
Wealth Management Associates
New Jersey
$366K +$321 +4 +0.1%
CSC
2046
Caldwell Sutter Capital
California
$366K -$9.88K -123 -3%
KWM
2047
KFG Wealth Management
Indiana
$365K +$10.1K +126 +3%
FAB
2048
First American Bank
Illinois
$365K – – –
CNB
2049
Camden National Bank
Maine
$365K +$19.4K +242 +6%
PWM
2050
Partners Wealth Management
California
$365K – – –
80 81
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