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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
F4L
2026
Fortune 45 LLC
Louisiana
– -$248K -6,355 Closed
BBNB
2027
Baker Boyer National Bank
Washington
– -$249K -6,354 Closed
ARC
2028
Advisor Resource Council
Texas
– -$245K -6,256 Closed
SMA
2029
Sage Mountain Advisors
Georgia
– -$238K -6,075 Closed
WP
2030
WMS Partners
Maryland
– -$237K -6,062 Closed
TAM
2031
Townsend Asset Management
North Carolina
– -$228K -5,817 Closed
WF
2032
WoodTrust Financial
Wisconsin
– -$218K -5,558 Closed
WCM
2033
Windsor Capital Management
Arizona
– -$217K -5,553 Closed
MJRIC
2034
Mogy Joel R Investment Counsel
California
– -$215K -5,500 Closed
AWM
2035
Aprio Wealth Management
Georgia
– -$214K -5,461 Closed
IC
2036
Inscription Capital
Texas
– -$212K -5,404 Closed
HR
2037
Hardy Reed
Mississippi
– -$203K -5,171 Closed
FPCG
2038
Fort Pitt Capital Group
Pennsylvania
– -$202K -5,146 Closed
TCM
2039
Traynor Capital Management
Pennsylvania
– -$201K -5,133 Closed
SICM
2040
Sustainable Insight Capital Management
New York
– -$213K -4,900 Closed
SOW
2041
State of Wyoming
Wyoming
– -$133K -3,385 Closed
GC
2042
Garde Capital
Washington
– -$131K -3,336 Closed
ABLA
2043
Alan B. Lancz & Associates
Ohio
– -$132K -3,000 Closed
CA
2044
CoreCap Advisors
Michigan
– -$117K -2,975 Closed
FBC
2045
Fairfield, Bush & Co
Connecticut
– -$100K -2,556 Closed
1IA
2046
1834 Investment Advisors
Wisconsin
– -$95K -2,417 Closed
NIM
2047
NuWave Investment Management
New Jersey
– -$82K -2,087 Closed
PH
2048
Pinnacle Holdings
Oklahoma
– -$67.8K -1,732 Closed
AW
2049
ACG Wealth
Georgia
– -$57K -1,461 Closed
SFG
2050
Steward Financial Group
Texas
– -$43K -1,113 Closed
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