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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
2026
Sun Life Financial
Ontario, Canada
– -$95K -2,438 Closed
AIM
2027
Axiom Investment Management
New York
– -$88K -2,259 Closed
VBCG
2028
Valley Brook Capital Group
Pennsylvania
– -$80K -2,050 Closed
AWC
2029
Abundance Wealth Counselors
Pennsylvania
– -$78K -2,000 Closed
MS
2030
Maven Securities
Jersey
– -$87.8K -1,966 Closed
ADIM
2031
Alpha DNA Investment Management
Maryland
– -$75K -1,954 Closed
LTI
2032
Laffer Tengler Investments
Tennessee
– -$74.3K -1,903 Closed
MWM
2033
Mascoma Wealth Management
New Hampshire
– -$66K -1,689 Closed
RWB
2034
RMR Wealth Builders
New Jersey
– -$61K -1,550 Closed
GAM
2035
Grandview Asset Management
Pennsylvania
– -$47K -1,202 Closed
HFS
2036
HBC Financial Services
Washington
– -$48.6K -1,089 -99%
FIA
2037
FNY Investment Advisers
New York
– -$39K -1,000 Closed
APWM
2038
Atlas Private Wealth Management
New York
– -$39K -995 Closed
WCM
2039
Wealthcare Capital Management
Virginia
– -$30K -779 Closed
LGWM
2040
Litman Gregory Wealth Management
California
– -$22K -555 Closed
IWP
2041
IAG Wealth Partners
Wisconsin
– -$21K -529 Closed
BAMG
2042
Brand Asset Management Group
Missouri
– -$15K -391 Closed
AJ
2043
Ashburton (Jersey)
Jersey
– -$11K -272 Closed
TCWM
2044
Total Clarity Wealth Management
Illinois
– -$6K -142 Closed
MLFP
2045
MPS Loria Financial Planners
Illinois
– -$1K -30 Closed
MG
2046
MilWealth Group
Wisconsin
– -$39 -1 Closed
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