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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2026
Goldstein Advisors
Wisconsin
$369K +$80.3K +999 +29%
EFG
2027
Embree Financial Group
Illinois
$369K +$7.15K +89 +2%
CWM
2028
Chesapeake Wealth Management
Virginia
$369K +$16.6K +206 +5%
SAM
2029
Sawgrass Asset Management
Florida
$368K -$284K -3,537 -44%
BAM
2030
Byrne Asset Management
New Jersey
$368K -$68.5K -852 -16%
SEP
2031
Southland Equity Partners
Missouri
$368K +$563 +7 +0.2%
MWM
2032
Mosley Wealth Management
California
$368K +$341K +4,239 +2,028%
FISPB
2033
Fideuram - Intesa Sanpaolo Private Banking
$367K -$73.7K -917 -17%
LAM
2034
Lewis Asset Management
California
$367K +$482 +6 +0.1%
NCM
2035
Narwhal Capital Management
Georgia
$366K – – –
WMA
2036
Wealth Management Associates
New Jersey
$366K +$321 +4 +0.1%
CSC
2037
Caldwell Sutter Capital
California
$366K -$9.88K -123 -3%
KWM
2038
KFG Wealth Management
Indiana
$365K +$10.1K +126 +3%
FAB
2039
First American Bank
Illinois
$365K – – –
CNB
2040
Camden National Bank
Maine
$365K +$19.4K +242 +6%
PWM
2041
Partners Wealth Management
California
$365K – – –
DWM
2042
DecisionMap Wealth Management
Virginia
$365K +$44.8K +558 +14%
PFA
2043
Professional Financial Advisors
Nebraska
$364K -$8.2K -102 -2%
MCA
2044
Millennium Capital Advisors
Arkansas
$364K -$40.2K -500 -10%
EIG
2045
Ellenbecker Investment Group
Wisconsin
$364K +$9.16K +114 +3%
KLWA
2046
Kelly Lawrence W & Associates
California
$364K – – –
AF
2047
Arrow Financial
New York
$364K – – –
SWM
2048
Stronghold Wealth Management
Florida
$363K +$2.81K +35 +0.8%
CB
2049
Chris Bulman
California
$363K +$75.5K +940 +27%
CWM
2050
Circle Wealth Management
New Jersey
$362K – – –
80 81
82
83 84