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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
R
2026
Rebalance
California
$8.96K +$9.61K +217 New
ACP
2027
Arcus Capital Partners
Georgia
$8.26K +$8.85K +200 New
FNBOSM
2028
First National Bank of South Miami
Florida
$8K – – –
PGAM
2029
Princeton Global Asset Management
New Jersey
$8K +$44 +1 +0.5%
KIA
2030
Kraematon Investment Advisors
Massachusetts
$7.84K +$8.41K +190 New
LSA
2031
Lansing Street Advisors
Pennsylvania
$7.43K +$7.97K +180 New
BA
2032
Bellwether Advisors
Nebraska
$7.1K -$25.3K -572 -77%
PWMA
2033
Pension & Wealth Management Advisors
Massachusetts
$7.02K +$7.53K +170 New
BEI
2034
Benjamin Edwards Inc
Missouri
$7K -$5.62K -127 -44%
CP
2035
Castleview Partners
Texas
$6.94K – – –
DI
2036
Disciplined Investments
Oklahoma
$6.89K -$797 -18 -10%
WWM
2037
Wolff Wiese Magana
California
$6.81K -$149K -3,372 -95%
OLVIG
2038
Oliver Lagore Vanvalin Investment Group
Michigan
$6.77K -$2.26K -51 -24%
MSCM
2039
McElhenny Sheffield Capital Management
Texas
$6.73K +$7.21K +163 New
LS
2040
Leelyn Smith
Illinois
$6.48K +$6.64K +150 +2,143%
TCA
2041
Trifecta Capital Advisors
Illinois
$6.28K +$6.73K +152 New
TFGT
2042
TS Financial Group (TSFG)
Illinois
$6K – – –
CCC
2043
Chelsea Counsel Company
California
$5.99K +$6.42K +145 New
SL
2044
Savior LLC
Massachusetts
$5.24K – – –
GFL
2045
Granite FO LLC
New Hampshire
$5.18K +$4.78K +108 New
TFA
2046
Transamerica Financial Advisors
Florida
$5K -$15.5K -350 -75%
CWA
2047
Carolina Wealth Advisors
South Carolina
$5K – – –
JIR
2048
James Investment Research
Ohio
$5K +$5.13K +116 New
BAM
2049
Baldrige Asset Management
Pennsylvania
$5K +$5.58K +126 New
CA
2050
Corrado Advisors
New Jersey
$4.96K +$5.31K +120 New
80 81
82
83 84