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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2026
DV Equities
Illinois
$409K +$381K +4,393 New
MA
2027
MKT Advisors
California
$409K +$87 +1 +0%
ADL
2028
Asset Dedication LLC
California
$409K -$61.5K -708 -14%
CWM
2029
Concentrum Wealth Management
California
$408K -$17.7K -204 -4%
KWA
2030
Kondo Wealth Advisors
California
$407K +$379K +4,364 New
PFA
2031
Professional Financial Advisors
Nebraska
$407K +$1.82K +21 +0.5%
AT
2032
American Trust
Kentucky
$406K +$5.3K +61 +1%
ICP
2033
Impact Capital Partners
Colorado
$404K -$695 -8 -0.2%
CAL
2034
Capital Analysts LLC
Pennsylvania
$404K +$31.9K +368 +9%
LG
2035
Leuthold Group
Minnesota
$404K – – –
TWA
2036
TCI Wealth Advisors
Arizona
$404K -$34.6K -399 -8%
TFCP
2037
Twin Focus Capital Partners
Massachusetts
$403K +$24.2K +279 +7%
EA
2038
Evolution Advisers
Virginia
$403K – – –
KWM
2039
KFG Wealth Management
Indiana
$403K -$44.3K -510 -11%
CPW
2040
Cogent Private Wealth
Florida
$402K +$375K +4,318 New
GJWM
2041
Gilliland Jeter Wealth Management
Arkansas
$402K -$608 -7 -0.2%
EAN
2042
Excelsior Advisor Network
Colorado
$402K +$375K +4,317 New
CWM
2043
Circle Wealth Management
New Jersey
$401K +$20.8K +240 +6%
OCM
2044
Osterweis Capital Management
California
$401K – – –
RBC
2045
Romano Brothers & Co
Illinois
$401K +$3.82K +44 +1%
AWM
2046
Ameliora Wealth Management
Switzerland
$400K – – –
SFA
2047
Souders Financial Advisors
Ohio
$400K +$39K +449 +12%
CCIA
2048
Cherry Creek Investment Advisors
Colorado
$400K +$1.04K +12 +0.3%
EIG
2049
Ellenbecker Investment Group
Wisconsin
$399K +$25.5K +294 +7%
TTWM
2050
TCV Trust & Wealth Management
Virginia
$399K +$17.4K +200 +5%
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82
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