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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Capital Planning Advisors
California
– -$588K -11,221 Closed
SSWM
2027
Smith Salley Wealth Management
North Carolina
– -$581K -11,085 Closed
MA
2028
MANA Advisors
New York
– -$530K -10,111 Closed
PAM
2029
PVG Asset Management
Colorado
– -$519K -9,908 Closed
FWCM
2030
First Western Capital Management
California
– -$511K -9,754 Closed
HCM
2031
Howland Capital Management
Massachusetts
– -$495K -9,446 Closed
HA
2032
Halsey Associates
Connecticut
– -$493K -9,401 Closed
JSL
2033
JT Stratford LLC
Georgia
– -$420K -8,022 Closed
GCA
2034
Gideon Capital Advisors
New York
– -$401K -7,657 Closed
OKSA
2035
O'Keefe Stevens Advisory
New York
– -$393K -7,490 Closed
CRWM
2036
Castle Rock Wealth Management
California
– -$392K -7,487 Closed
CCA
2037
Catalyst Capital Advisors
New York
– -$388K -7,400 Closed
RA
2038
RFG Advisory
Alabama
– -$387K -7,383 Closed
BFPW
2039
BOK Financial Private Wealth
Colorado
– -$385K -7,339 Closed
OWIM
2040
Old West Investment Management
California
– -$347K -6,637 Closed
NWS
2041
Newport Wealth Strategies
California
– -$346K -6,609 Closed
SDJVC
2042
St. Denis J. Villere & Co
Louisiana
– -$326K -6,225 Closed
AAM
2043
Aureus Asset Management
Massachusetts
– -$305K -5,813 Closed
FCAG
2044
First Capital Advisors Group
New Jersey
– -$304K -5,802 Closed
HFP
2045
Holistic Financial Partners
Indiana
– -$292K -5,567 Closed
SMFG
2046
Sumitomo Mitsui Financial Group
Japan
– -$286K -5,450 Closed
GAG
2047
GM Advisory Group
New York
– -$285K -5,439 Closed
RGIA
2048
Rainier Group Investment Advisory
Washington
– -$280K -5,341 Closed
IP
2049
Investment Partners
Ohio
– -$273K -5,217 Closed
AL
2050
AJO LP
Pennsylvania
– -$271K -5,178 Closed
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