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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2026
Integrated Investment Consultants
Michigan
– -$298K -6,985 Closed
TW
2027
Transform Wealth
Colorado
– -$285K -6,680 Closed
TAIM
2028
TD Ameritrade Investment Management
Nebraska
– -$284K -6,662 Closed
PFM
2029
Privium Fund Management
Netherlands
– -$278K -6,550 Closed
GFS
2030
GYL Financial Synergies
Connecticut
– -$278K -6,510 Closed
DCM
2031
Deuterium Capital Management
Florida
– -$276K -6,456 Closed
ASW
2032
Astoria Strategic Wealth
Texas
– -$273K -6,393 Closed
E
2033
Ergoteles
New York
– -$269K -6,309 Closed
BAM
2034
Brave Asset Management
New Jersey
– -$269K -6,301 Closed
RWA
2035
Ropes Wealth Advisors
Massachusetts
– -$268K -6,284 Closed
BWM
2036
BlackDiamond Wealth Management
New York
– -$278K -6,119 Closed
BWP
2037
Bernardo Wealth Planning
Pennsylvania
– -$257K -6,027 Closed
TFA
2038
Tobias Financial Advisors
Florida
– -$252K -5,908 Closed
UL
2039
Unionview LLC
Washington
– -$245K -5,748 Closed
FNBOH
2040
First National Bank of Hutchinson
Kansas
– -$242K -5,668 Closed
LCM
2041
Landscape Capital Management
New Jersey
– -$237K -5,552 Closed
CWA
2042
Capital Wealth Alliance
Arizona
– -$230K -5,392 Closed
MW
2043
MBL Wealth
North Carolina
– -$227K -5,320 Closed
AWA
2044
Acorn Wealth Advisors
Michigan
– -$223K -5,230 Closed
PAM
2045
Pegasus Asset Management
New York
– -$223K -5,215 Closed
MSAM
2046
Moloney Securities Asset Management
Missouri
– -$220K -5,150 Closed
HT
2047
Headlands Technologies
Illinois
– -$219K -5,139 Closed
MCCA
2048
Mill Creek Capital Advisors
Pennsylvania
– -$217K -5,080 Closed
ORC
2049
O'Rourke & Company
Massachusetts
– -$214K -5,005 Closed
RSVP
2050
Ramsay Stattman Vela & Price
Colorado
– -$213K -4,997 Closed
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