WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2026
Clarity Asset Management
Iowa
$78.5K +$262 +5 +0.4%
FC
2027
Family CFO
California
$78.1K – – –
KIG
2028
Kessler Investment Group
Indiana
$77K – – –
BCMLT
2029
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.3K +$10.6K +203 +18%
NBT
2030
Northwest Bank & Trust
Iowa
$76.2K – – –
USB
2031
Union Savings Bank
Connecticut
$74.9K -$5.75K -110 -8%
GJIA
2032
Glass Jacobson Investment Advisors
Maryland
$74.1K – – –
OIA
2033
Optimum Investment Advisors
Illinois
$74K – – –
AT
2034
Avalon Trust
New Mexico
$73.5K – – –
FCT
2035
First Community Trust
Iowa
$73.4K – – –
RAM
2036
Ramirez Asset Management
New York
$72.1K – – –
IRAG
2037
Investment Research & Advisory Group
Georgia
$71K – – –
BONH
2038
Bank of New Hampshire
New Hampshire
$70.7K – – –
WAM
2039
WFA Asset Management
Wisconsin
$70.3K +$314 +6 +0.5%
ME
2040
McIlrath & Eck
Washington
$69.2K – – –
OPTFSNA
2041
Old Point Trust & Financial Services N A
Virginia
$68.6K +$46.2K +883 +294%
CHC
2042
City Holding Co
West Virginia
$67.2K – – –
Loomis, Sayles & Company
2043
Loomis, Sayles & Company
Massachusetts
$66K +$5.28K +101 +10%
SAG
2044
Spotlight Asset Group
Illinois
$63.2K -$5.7K -109 -9%
SVCP
2045
Silicon Valley Capital Partners
California
$63.1K +$22.8K +436 +67%
GWSG
2046
GPS Wealth Strategies Group
Colorado
$62K – – –
MCM
2047
MidAtlantic Capital Management
Virginia
$61.9K – – –
AFS
2048
Annapolis Financial Services
Maryland
$61.3K +$157 +3 +0.3%
AWM
2049
Atticus Wealth Management
Florida
$60.9K – – –
FP
2050
Financial Perspectives
Minnesota
$58.6K -$269K -5,141 -84%