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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2026
TKG Advisors
Indiana
– -$1.77M -42,978 Closed
HBWM
2027
Hollow Brook Wealth Management
New York
– -$1.69M -40,844 Closed
CAC
2028
Cowen and Company
New York
– -$1.39M -33,640 Closed
PFG
2029
Peterson Financial Group
Iowa
– -$1.24M -30,072 Closed
EIM
2030
Essex Investment Management
Massachusetts
– -$1.23M -29,886 Closed
TW
2031
Towerpoint Wealth
California
– -$82.3K -29,462 Closed
CWP
2032
Core Wealth Partners
California
– -$320K -28,914 Closed
CMTU
2033
Capital Markets Trading (UK)
United Kingdom
– -$1.22M -27,977 Closed
OC
2034
Optimas Capital
Hong Kong
– -$1.07M -25,900 Closed
LIP
2035
Lighthouse Investment Partners
Florida
– -$1.02M -24,592 Closed
AM
2036
AGF Management
Ontario, Canada
– -$897K -21,733 Closed
PP
2037
Paloma Partners
Connecticut
– -$893K -21,616 Closed
PCM
2038
PAR Capital Management
Massachusetts
– -$867K -21,000 Closed
IMA
2039
Investment Management Associates
Colorado
– -$866K -20,967 Closed
CA
2040
Claris Advisors
Missouri
– -$843K -20,405 Closed
FL
2041
Fourthstone LLC
Missouri
– -$830K -20,110 Closed
ECP
2042
Epacria Capital Partners
Colorado
– -$823K -19,925 Closed
I
2043
InceptionR
California
– -$798K -19,317 Closed
MPW
2044
MGO Private Wealth
California
– -$761K -18,437 Closed
RIM
2045
RW Investment Management
Idaho
– -$674K -16,313 Closed
ONGA
2046
O'Neil Global Advisors
California
– -$637K -15,429 Closed
BOM
2047
Bank of Marin
California
– -$632K -15,299 Closed
AT
2048
American Trust
Kentucky
– -$626K -15,168 Closed
ESCM
2049
Echo Street Capital Management
New York
– -$591K -14,303 Closed
BCM
2050
Bluefin Capital Management
New York
– -$549K -13,300 Closed
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