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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2026
Stratos Investment Management
Ohio
– -$265K -5,491 Closed
F
2027
F3Logic
Minnesota
– -$260K -5,402 Closed
RMAM
2028
Raab & Moskowitz Asset Management
New Jersey
– -$257K -5,319 Closed
RF
2029
RHS Financial
California
– -$249K -5,147 Closed
CPA
2030
Capital Planning Advisors
California
– -$243K -5,030 Closed
PL
2031
Parthenon LLC
Kentucky
– -$243K -5,029 Closed
IWP
2032
Icon Wealth Partners
Texas
– -$240K -4,972 Closed
JF
2033
JSF Financial
California
– -$234K -4,846 Closed
STMM
2034
South Texas Money Management
Texas
– -$231K -4,785 Closed
MWM
2035
MinichMacGregor Wealth Management
New York
– -$231K -4,744 Closed
NFG
2036
Nations Financial Group
Iowa
– -$229K -4,732 Closed
AIA
2037
Angeles Investment Advisors
California
– -$228K -4,727 Closed
PM
2038
Parametrica Management
Hong Kong
– -$222K -4,600 Closed
CCP
2039
Cardan Capital Partners
Colorado
– -$222K -4,594 Closed
CIP
2040
Capital Insight Partners
Arizona
– -$218K -4,519 Closed
LC
2041
Loews Corp
New York
– -$217K -4,501 Closed
PPP
2042
Private Portfolio Partners
New Jersey
– -$217K -4,498 Closed
CCC
2043
Chelsea Counsel Company
California
– -$217K -4,495 Closed
AAM
2044
Autus Asset Management
Arizona
– -$215K -4,452 Closed
XWM
2045
Xcel Wealth Management
Florida
– -$212K -4,398 Closed
NB
2046
Northwest Bancshares
Pennsylvania
– -$212K -4,396 Closed
AAM
2047
American Asset Management
Florida
– -$207K -4,275 Closed
WSCM
2048
Wellington Shields Capital Management
New York
– -$205K -4,238 Closed
DDC
2049
DF Dent & Co
Maryland
– -$203K -4,211 Closed
HFS
2050
Howard Financial Services
Texas
– -$203K -4,204 Closed
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