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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
2026
United Bank (Virginia)
Virginia
$335K – – –
EIG
2027
Ellenbecker Investment Group
Wisconsin
$334K +$1.62K +20 +0.5%
GWWM
2028
Great Waters Wealth Management
Minnesota
$334K -$100K -1,234 -24%
VDI
2029
Vaughan David Investments
Illinois
$333K -$52.2K -644 -14%
CAL
2030
Capital Analysts LLC
Pennsylvania
$333K -$2.68K -33 -0.8%
1L
2031
10Elms LLP
Oklahoma
$333K – – –
ABTD
2032
Arvest Bank Trust Division
Oklahoma
$332K +$321K +3,964 New
TWP
2033
Triad Wealth Partners
Kansas
$332K +$71.8K +886 +29%
CWA
2034
Centennial Wealth Advisory
Michigan
$332K +$7.38K +91 +2%
FFG
2035
First Financial Group
North Carolina
$331K +$3K +37 +0.9%
LA
2036
Lifeworks Advisors
Michigan
$331K +$41.9K +517 +15%
AWM
2037
Ariadne Wealth Management
California
$329K -$75K -925 -19%
OAS
2038
Optivise Advisory Services
Tennessee
$328K +$62K +765 +24%
FNWA
2039
Financial Network Wealth Advisors
Utah
$328K +$7.14K +88 +2%
MCCA
2040
Mill Creek Capital Advisors
Pennsylvania
$328K +$62.1K +766 +24%
NDSI
2041
Newman Dignan & Sheerar Inc
Rhode Island
$327K – – –
BIA
2042
Bell Investment Advisors
California
$326K -$3.97K -49 -1%
CTA
2043
Colonial Trust Advisors
South Carolina
$326K -$42.4K -523 -12%
GHA
2044
Granite Harbor Advisors
Texas
$326K +$11.5K +142 +4%
JWM
2045
JGP Wealth Management
Oregon
$326K +$46.6K +575 +17%
CAWM
2046
Capital Advisors Wealth Management
Washington
$325K +$60.6K +747 +24%
CCA
2047
Cooper Capital Advisors
California
$324K – – –
MFS
2048
Madrona Financial Services
Washington
$324K +$2.6K +32 +0.8%
AIM
2049
Avity Investment Management
Connecticut
$323K -$30K -370 -9%
BOPW
2050
Brandywine Oak Private Wealth
Pennsylvania
$323K – – –
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