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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2026
BOK Financial Private Wealth
Colorado
$121K – – –
BTC
2027
Bank & Trust Company
Illinois
$121K +$120K +2,037 New
SR
2028
Syntax Research
Florida
$121K – – –
GFPC
2029
Global Financial Private Client
Florida
$120K – – –
AWM
2030
Activest Wealth Management
Florida
$119K +$70.8K +1,200 +148%
SOAMC
2031
Spirit of America Management Corp
New York
$119K – – –
KLWA
2032
Kelly Lawrence W & Associates
California
$119K +$59K +1,000 +100%
AAG
2033
Armstrong Advisory Group
Massachusetts
$118K – – –
SFC
2034
Strategic Financial Concepts
Texas
$115K +$1.71M +28,937 New
CWC
2035
Carolinas Wealth Consulting
North Carolina
$115K -$354 -6 -0.3%
NCM
2036
Northwest Capital Management
Oregon
$113K -$1.76M -29,787 -94%
GEA
2037
Glen Eagle Advisors
New Jersey
$113K -$25.5K -432 -18%
LTI
2038
Laffer Tengler Investments
Tennessee
$113K -$4.66K -79 -4%
JEST
2039
JTC Employer Solutions Trustee
Jersey
$113K – – –
TSWM
2040
Tyler-Stone Wealth Management
Ohio
$113K – – –
AA
2041
AlphaCentric Advisors
Puerto Rico
$112K -$3.72K -63 -3%
CA
2042
Centerpoint Advisors
Massachusetts
$111K -$9.51K -161 -8%
WWP
2043
WR Wealth Planners
Missouri
$111K +$20.3K +344 +23%
WAS
2044
Winch Advisory Services
Wisconsin
$109K +$590 +10 +0.5%
CJH
2045
Christopher J. Hasenberg
Wisconsin
$107K +$107K +1,809 New
ANBT
2046
American National Bank & Trust
Texas
$105K – – –
QL
2047
Quarry LP
New York
$105K +$104K +1,768 New
AA
2048
Addison Advisors
Vermont
$105K +$15.5K +263 +17%
NC
2049
Nixon Capital
Texas
$102K – – –
ATC
2050
Adirondack Trust Company
New York
$102K – – –
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