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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2026
TS Financial Group (TSFG)
Illinois
$12K – – –
GIA
2027
Goodwin Investment Advisory
Georgia
$12K +$11.8K +240 New
CWM
2028
Cedar Wealth Management
California
$12K +$12.3K +250 New
DWA
2029
Delos Wealth Advisors
Texas
$12K +$12.3K +250 New
COCM
2030
Charter Oak Capital Management
New Hampshire
$11K – – –
RBC
2031
Roble Belko & Company
Pennsylvania
$11K +$10.8K +220 New
NF
2032
Norwood Financial
Pennsylvania
$11K +$11.1K +225 New
OA
2033
Operose Advisors
Wisconsin
$11K +$11.5K +234 New
FNBOSM
2034
First National Bank of South Miami
Florida
$10K – – –
GG
2035
Gleason Group
Kentucky
$10K +$49 +1 +0.5%
BEI
2036
Benjamin Edwards Inc
Missouri
$9K +$1.82K +37 +23%
FMP
2037
Financial Management Professionals
Texas
$9K +$2.31K +47 +36%
KA
2038
Kozak & Associates
Colorado
$8K -$9.8K -199 -54%
CBT
2039
Central Bank & Trust
Kentucky
$8K – – –
LS
2040
Leelyn Smith
Illinois
$8K +$7.38K +150 +2,143%
CSWM
2041
Cassady Schiller Wealth Management
Ohio
$8K +$8.62K +175 New
GWMIA
2042
Global Wealth Management Investment Advisory
Florida
$7K – – –
MFT
2043
Moisand Fitzgerald Tamayo
Florida
$7K – – –
MBFW
2044
Morton Brown Family Wealth
Pennsylvania
$7K +$7.09K +144 New
PGAM
2045
Princeton Global Asset Management
New Jersey
$6K – – –
SL
2046
Savior LLC
Massachusetts
$6K – – –
SMFG
2047
Sumitomo Mitsui Financial Group
Japan
$6K +$6.06K +123 New
TC
2048
TAP Consulting
Missouri
$6K +$6.55K +133 New
AFG
2049
Albion Financial Group
Utah
$6K +$6.6K +134 New
EAM
2050
Eukles Asset Management
Ohio
$5K -$134K -2,724 -96%
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