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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
XSC
2026
X-Square Capital
Puerto Rico
$271K -$3.48K -51 -1%
BMCM
2027
Bryn Mawr Capital Management
Pennsylvania
$271K +$20.4K +299 +8%
FFA
2028
Fi3 Financial Advisors
Indiana
$271K +$263K +3,853 New
GWMI
2029
Guardian Wealth Management (Illinois)
Illinois
$271K -$69.4K -1,017 -21%
CCAL
2030
City Center Advisors LLC
Michigan
$270K -$67K -982 -20%
PBF
2031
Petix & Botte Financial
California
$269K – – –
CCA
2032
Cottonwood Capital Advisors
Utah
$268K +$137 +2 +0.1%
FHC
2033
First Heartland Consultants
Missouri
$268K -$113K -1,655 -30%
SWIG
2034
Strategic Wealth Investment Group
Kentucky
$268K -$6.96K -102 -3%
CTA
2035
Colonial Trust Advisors
South Carolina
$267K -$61.6K -902 -19%
CCM
2036
Crabel Capital Management
California
$267K +$259K +3,798 New
AI
2037
AXS Investments
New York
$267K -$30.8K -451 -11%
4WM
2038
49 Wealth Management
Texas
$266K -$50.7K -742 -16%
HWM
2039
HRC Wealth Management
Idaho
$266K +$683 +10 +0.3%
IWP
2040
Invenio Wealth Partners
Florida
$266K – – –
BC
2041
Brio Consultants
California
$265K – – –
GSF
2042
Grove Street Fiduciary
New Hampshire
$265K +$257K +3,766 New
MCA
2043
Magnolia Capital Advisors
Mississippi
$264K +$257K +3,764 New
MCWS
2044
McKinley Carter Wealth Services
West Virginia
$264K +$257K +3,764 New
PCA
2045
Prosperity Capital Advisors
Ohio
$263K +$256K +3,745 New
FSA
2046
Financial Security Advisor
Virginia
$263K -$6.83K -100 -3%
W
2047
Wealthquest
Ohio
$262K +$255K +3,736 New
LA
2048
Lifeworks Advisors
Michigan
$262K +$254K +3,726 New
SIMG
2049
Sonora Investment Management Group
Arizona
$262K -$9.35K -137 -4%
SIG
2050
Sargent Investment Group
Maryland
$261K +$253K +3,704 New
80 81
82
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