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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2026
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.6K +276 New
TFGT
2027
TS Financial Group (TSFG)
Illinois
$12K – – –
GIA
2028
Goodwin Investment Advisory
Georgia
$12K +$11.8K +240 New
CWM
2029
Cedar Wealth Management
California
$12K +$12.3K +250 New
DWA
2030
Delos Wealth Advisors
Texas
$12K +$12.3K +250 New
COCM
2031
Charter Oak Capital Management
New Hampshire
$11K – – –
RBC
2032
Roble Belko & Company
Pennsylvania
$11K +$10.8K +220 New
NF
2033
Norwood Financial
Pennsylvania
$11K +$11.1K +225 New
OA
2034
Operose Advisors
Wisconsin
$11K +$11.5K +234 New
FNBOSM
2035
First National Bank of South Miami
Florida
$10K – – –
GG
2036
Gleason Group
Kentucky
$10K +$49 +1 +0.5%
BEI
2037
Benjamin Edwards Inc
Missouri
$9K +$1.82K +37 +23%
FMP
2038
Financial Management Professionals
Texas
$9K +$2.31K +47 +36%
KA
2039
Kozak & Associates
Colorado
$8K -$9.8K -199 -54%
CBT
2040
Central Bank & Trust
Kentucky
$8K – – –
LS
2041
Leelyn Smith
Illinois
$8K +$7.38K +150 +2,143%
CSWM
2042
Cassady Schiller Wealth Management
Ohio
$8K +$8.62K +175 New
GWMIA
2043
Global Wealth Management Investment Advisory
Florida
$7K – – –
MFT
2044
Moisand Fitzgerald Tamayo
Florida
$7K – – –
MBFW
2045
Morton Brown Family Wealth
Pennsylvania
$7K +$7.09K +144 New
PGAM
2046
Princeton Global Asset Management
New Jersey
$6K – – –
SL
2047
Savior LLC
Massachusetts
$6K – – –
SMFG
2048
Sumitomo Mitsui Financial Group
Japan
$6K +$6.06K +123 New
TC
2049
TAP Consulting
Missouri
$6K +$6.55K +133 New
AFG
2050
Albion Financial Group
Utah
$6K +$6.6K +134 New
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