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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
2026
Thompson Davis & Co
Virginia
$309K +$278K +3,856 New
BOPW
2027
Brandywine Oak Private Wealth
Pennsylvania
$309K -$511K -7,084 -65%
ACP
2028
Aviance Capital Partners
Florida
$307K -$35K -485 -11%
MFS
2029
Madrona Financial Services
Washington
$307K +$15.3K +212 +6%
PBF
2030
Petix & Botte Financial
California
$307K – – –
FNWA
2031
Financial Network Wealth Advisors
Utah
$307K +$937 +13 +0.3%
CCA
2032
Cottonwood Capital Advisors
Utah
$307K +$216 +3 +0.1%
MCWA
2033
Meadow Creek Wealth Advisors
Georgia
$306K +$10.2K +141 +4%
UWM
2034
United Wealth Management
Virginia
$306K – – –
HWM
2035
HRC Wealth Management
Idaho
$305K +$793 +11 +0.3%
W
2036
Wealthquest
Ohio
$305K +$9.66K +134 +4%
FSCM
2037
Front Street Capital Management
Montana
$305K -$16.2K -225 -6%
DIP
2038
Davis Investment Partners
North Carolina
$305K +$270K +3,738 New
ABLA
2039
Alan B. Lancz & Associates
Ohio
$304K – – –
BC
2040
Brio Consultants
California
$304K – – –
CS
2041
Capital Square
Tennessee
$303K -$57.7K -800 -18%
TTWM
2042
TCV Trust & Wealth Management
Virginia
$303K +$21.6K +300 +9%
GSF
2043
Grove Street Fiduciary
New Hampshire
$302K – – –
NCTC
2044
New Covenant Trust Company
Indiana
$301K -$3.89K -54 -1%
OWA
2045
Outlook Wealth Advisors
Texas
$301K +$1.37K +19 +0.5%
GHA
2046
Granite Harbor Advisors
Texas
$300K +$30.1K +417 +13%
DWM
2047
DecisionMap Wealth Management
Virginia
$300K +$270K +3,742 New
VFG
2048
Victory Financial Group
Texas
$299K -$5.34K -74 -2%
KA
2049
Klingman & Associates
New York
$299K +$269K +3,734 New
FOA
2050
Five Oceans Advisors
California
$298K -$36.4K -505 -12%
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