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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2026
Stuart Chaussee & Associates
California
$42K – – –
RMAM
2027
Raab & Moskowitz Asset Management
New Jersey
$41K +$40.4K +771 New
GTAM
2028
Global Trust Asset Management
Florida
$40K – – –
WOC
2029
West Oak Capital
California
$40K – – –
PCIA
2030
Prime Capital Investment Advisors
Kansas
$40K +$28.3K +540 +257%
FWM
2031
FSA Wealth Management
Massachusetts
$40K +$39K +744 New
MCM
2032
MV Capital Management
Maryland
$39K -$4.4K -84 -10%
CHA
2033
Carmichael Hill & Associates
Maryland
$38K +$36.7K +701 New
PA
2034
Procyon Advisors
Connecticut
$37K +$35.9K +686 New
GWMIA
2035
Global Wealth Management Investment Advisory
Florida
$36K -$995 -19 -3%
WQ
2036
Wealth Quarterback
New Jersey
$35.1K +$881K +16,818 New
TCWM
2037
Total Clarity Wealth Management
Illinois
$35K +$33.8K +645 New
HWM
2038
Howard Wealth Management
Connecticut
$35K +$35K +668 New
JAM
2039
JCIC Asset Management
Ontario, Canada
$34K – – –
SIAP
2040
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
AWM
2041
AllSquare Wealth Management
New York
$31K +$29.9K +571 New
LPWM
2042
Lake Point Wealth Management
Texas
$31K +$30.2K +576 New
LGWM
2043
Litman Gregory Wealth Management
California
$30K -$16.3K -312 -36%
VIMU
2044
Veritas Investment Management (UK)
United Kingdom
$30K – – –
SIS
2045
Sound Income Strategies
Florida
$30K +$52 +1 +0.2%
EWA
2046
Evolution Wealth Advisors
Florida
$30K +$16K +306 +120%
BWM
2047
Baystate Wealth Management
Massachusetts
$28K -$5.18K -99 -16%
NCM
2048
New Capital Management
Texas
$28K – – –
HCA
2049
Horan Capital Advisors
Ohio
$27K – – –
1NWS
2050
1 North Wealth Services
Maryland
$27K +$13.4K +256 +103%
80 81
82
83 84