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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2026
Lowe Wealth Advisors
Maryland
$22K +$20.5K +363 New
FFW
2027
Fusion Family Wealth
New York
$19K +$18.1K +320 New
LA
2028
Legacy Advisors
Pennsylvania
$18K -$6.1K -108 -26%
WCAMG
2029
Woodard & Company Asset Management Group
North Carolina
$18K +$16.8K +297 New
CAL
2030
Capital Advisors Ltd
Ohio
$17K -$6.16K -109 -28%
CIM
2031
Contravisory Investment Management
Massachusetts
$17K – – –
OWA
2032
One Wealth Advisors
California
$17K +$15.5K +275 New
BBA
2033
Braun-Bostich & Associates
Pennsylvania
$17K +$15.6K +276 New
MFT
2034
Moisand Fitzgerald Tamayo
Florida
$16K – – –
VIA
2035
Vantage Investment Advisors
Pennsylvania
$16K +$9.6K +170 +170%
SIS
2036
Sound Income Strategies
Florida
$16K +$15.4K +272 New
DSN
2037
D. Scott Neal
Kentucky
$15K – – –
PRS
2038
Pinkerton Retirement Specialists
Idaho
$13K +$6.61K +117 +129%
CP
2039
Corbenic Partners
Pennsylvania
$12K – – –
GWA
2040
Guidant Wealth Advisors
Illinois
$12K – – –
PCM
2041
Poehling Capital Management
Wisconsin
$12K +$11.3K +200 New
AA
2042
AlphaMark Advisors
Kentucky
$9K – – –
CFD
2043
Creative Financial Designs
Indiana
$8K -$25K -443 -76%
LYV
2044
Live Your Vision
Pennsylvania
$8K – – –
OFS
2045
Orrstown Financial Services
Pennsylvania
$7K -$4.01K -71 -37%
SIA
2046
SeaBridge Investment Advisors
New Jersey
$7K – – –
AIL
2047
AGF Investments LLC
Ontario, Canada
$6K – – –
LWA
2048
Lenox Wealth Advisors
New York
$6K +$5.54K +98 New
KLWA
2049
Kelly Lawrence W & Associates
California
$6K +$5.65K +100 New
WCM
2050
Wealthcare Capital Management
Virginia
$4K +$3.28K +58 New
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