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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2026
Lloyd Advisory Services
Georgia
$41K +$44.3K +828 +4,871%
WAM
2027
Worth Asset Management
Texas
$40K +$50.8K +950 New
CH
2028
Canton Hathaway
Rhode Island
$39K – – –
BWA
2029
BDO Wealth Advisors
Florida
$38K – – –
WPWM
2030
Western Pacific Wealth Management
Illinois
$38K – – –
RA
2031
Rational Advisors
New York
$38K +$15.1K +283 +57%
OSNBOA
2032
Old Second National Bank of Aurora
Illinois
$37K -$1.93K -36 -5%
DAC
2033
Dividend Assets Capital
South Carolina
$36K -$295K -5,510 -88%
SWM
2034
Selective Wealth Management
Virginia
$36K -$10.6K -198 -21%
GAM
2035
Gemmer Asset Management
California
$36K +$4.12K +77 +11%
AA
2036
AlphaMark Advisors
Kentucky
$35K -$3.75K -70 -9%
FCG
2037
Financial Connections Group
California
$35K – – –
PO
2038
Private Ocean
California
$35K +$696 +13 +2%
HDIM
2039
Hanson & Doremus Investment Management
Vermont
$34K +$107 +2 +0.3%
KFS
2040
Kelly Financial Services
Massachusetts
$33.3K +$54 +1 +0.1%
BHWM
2041
Beaird Harris Wealth Management
Texas
$33K -$97.2K -1,816 -73%
AWM
2042
Activest Wealth Management
Florida
$33K – – –
TCCM
2043
Timber Creek Capital Management
Massachusetts
$33K – – –
UAML
2044
US Asset Management LLC
Pennsylvania
$32K +$35.9K +670 New
RG
2045
Retirement Group
California
$31K +$33.5K +625 +6,250%
TFA
2046
Toth Financial Advisory
Virginia
$30K +$32.1K +600 +2,143%
BA
2047
Bellwether Advisors
Nebraska
$29K -$5.35K -100 -14%
SIS
2048
Sound Income Strategies
Florida
$29K -$4.92K -92 -13%
AWM
2049
AllSquare Wealth Management
New York
$29K +$321 +6 +1%
TF
2050
TimeScale Financial
Massachusetts
$28K +$161 +3 +0.5%
80 81
82
83 84