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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2026
Northwest Wealth Management
Iowa
– -$313K -5,815 Closed
OCG
2027
Opus Capital Group
Ohio
– -$313K -5,809 Closed
BA
2028
Birinyi Associates
Connecticut
– -$312K -5,795 Closed
FM
2029
Family Management
New York
– -$311K -5,783 Closed
BMC
2030
Benin Management Corp
Connecticut
– -$310K -5,771 Closed
LC
2031
Lincoln Capital
Nebraska
– -$310K -5,760 Closed
PA
2032
Probity Advisors
Texas
– -$310K -5,759 Closed
AWM
2033
Aevitas Wealth Management
Massachusetts
– -$336K -5,740 Closed
SHWM
2034
Smith & Howard Wealth Management
Georgia
– -$309K -5,738 Closed
FAG
2035
Financial Advisory Group
Texas
– -$306K -5,685 Closed
MJRIC
2036
Mogy Joel R Investment Counsel
California
– -$305K -5,675 Closed
LWM
2037
Lyell Wealth Management
California
– -$302K -5,621 Closed
BWP
2038
BSW Wealth Partners
Colorado
– -$302K -5,605 Closed
VBFP
2039
Valtinson Bruner Financial Planning
Minnesota
– -$296K -5,577 Closed
DDPIC
2040
Deroy & Devereaux Private Investment Counsel
Michigan
– -$299K -5,550 Closed
RCA
2041
Resonant Capital Advisors
Wisconsin
– -$298K -5,544 Closed
GAB
2042
German American Bancorp
Indiana
– -$297K -5,517 Closed
5L
2043
55I LLC
Massachusetts
– -$296K -5,506 Closed
SC
2044
Saybrook Capital
North Carolina
– -$296K -5,500 Closed
CNB
2045
Camden National Bank
Maine
– -$295K -5,479 Closed
CTI
2046
Community Trust & Investment
Kentucky
– -$294K -5,464 Closed
JHP
2047
James Hambro & Partners
United Kingdom
– -$292K -5,426 Closed
ACA
2048
Affinity Capital Advisors
California
– -$290K -5,391 Closed
HFA
2049
Huber Financial Advisors
Illinois
– -$290K -5,384 Closed
CWC
2050
Carolinas Wealth Consulting
North Carolina
– -$284K -5,379 Closed
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