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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
2026
Transcendent Capital Group
Oklahoma
$32.2K +$28.3K +655 New
SVCP
2027
Silicon Valley Capital Partners
California
$32.1K +$173 +4 +0.6%
WIA
2028
Wetzel Investment Advisors
Indiana
$32K +$28.5K +660 New
CMA
2029
Cedar Mountain Advisors
Oregon
$31.6K – – –
CPG
2030
Cornerstone Planning Group
New Jersey
$31K -$173 -4 -0.6%
PPC
2031
Park Place Capital
Alabama
$29.8K -$175K -4,058 -87%
RFG
2032
RFP Financial Group
Georgia
$29.6K – – –
AWM
2033
AllSquare Wealth Management
New York
$29.5K – – –
TVAMP
2034
Tennessee Valley Asset Management Partners
Tennessee
$29.5K +$25.8K +599 New
FFL
2035
Financial Freedom LLC
Ohio
$28.3K +$129 +3 +0.5%
SJIM
2036
St. Johns Investment Management
Florida
$27.2K – – –
LFA
2037
Level Financial Advisors
New York
$26.9K +$173 +4 +0.7%
BCPWM
2038
Bradley & Co Private Wealth Management
Florida
$26.3K – – –
RDIA
2039
RE Dickinson Investment Advisors
Iowa
$26K – – –
TC
2040
Truvestments Capital
Florida
$25.6K -$4.32K -100 -16%
AT
2041
Arlington Trust
Alabama
$25.4K +$22.3K +517 New
OCM
2042
Orion Capital Management
California
$24.6K – – –
CWAF
2043
Core Wealth Advisors (Florida)
Florida
$24.6K +$21.6K +500 New
RS
2044
Rakuten Securities
Japan
$23.9K +$20.9K +485 New
BC
2045
Barrett & Company
Rhode Island
$23.5K – – –
SWM
2046
Sanctuary Wealth Management
Idaho
$23.5K – – –
HB
2047
Horizon Bancorp
Indiana
$23K +$9.28K +215 +84%
RFA
2048
Resurgent Financial Advisors
Georgia
$23K -$4.92K -114 -20%
JFG
2049
JDM Financial Group
Texas
$22.9K – – –
SHIM
2050
Stone House Investment Management
Pennsylvania
$22.9K +$173 +4 +0.9%
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