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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2026
Transform Wealth
Colorado
– -$285K -6,680 Closed
TAIM
2027
TD Ameritrade Investment Management
Nebraska
– -$284K -6,662 Closed
PFM
2028
Privium Fund Management
Netherlands
– -$278K -6,550 Closed
GFS
2029
GYL Financial Synergies
Connecticut
– -$278K -6,510 Closed
DCM
2030
Deuterium Capital Management
Florida
– -$276K -6,456 Closed
ASW
2031
Astoria Strategic Wealth
Texas
– -$273K -6,393 Closed
E
2032
Ergoteles
New York
– -$269K -6,309 Closed
BAM
2033
Brave Asset Management
New Jersey
– -$269K -6,301 Closed
RWA
2034
Ropes Wealth Advisors
Massachusetts
– -$268K -6,284 Closed
BWM
2035
BlackDiamond Wealth Management
New York
– -$278K -6,119 Closed
BWP
2036
Bernardo Wealth Planning
Pennsylvania
– -$257K -6,027 Closed
TFA
2037
Tobias Financial Advisors
Florida
– -$252K -5,908 Closed
UL
2038
Unionview LLC
Washington
– -$245K -5,748 Closed
FNBOH
2039
First National Bank of Hutchinson
Kansas
– -$242K -5,668 Closed
LCM
2040
Landscape Capital Management
New Jersey
– -$237K -5,552 Closed
CWA
2041
Capital Wealth Alliance
Arizona
– -$230K -5,392 Closed
MW
2042
MBL Wealth
North Carolina
– -$227K -5,320 Closed
AWA
2043
Acorn Wealth Advisors
Michigan
– -$223K -5,230 Closed
PAM
2044
Pegasus Asset Management
New York
– -$223K -5,215 Closed
MSAM
2045
Moloney Securities Asset Management
Missouri
– -$220K -5,150 Closed
HT
2046
Headlands Technologies
Illinois
– -$219K -5,139 Closed
MCCA
2047
Mill Creek Capital Advisors
Pennsylvania
– -$217K -5,080 Closed
ORC
2048
O'Rourke & Company
Massachusetts
– -$214K -5,005 Closed
RSVP
2049
Ramsay Stattman Vela & Price
Colorado
– -$213K -4,997 Closed
MIA
2050
MMBG Investment Advisors
Florida
– -$202K -4,980 Closed
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