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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Partners Wealth Management
California
$352K – – –
BFA
2027
Beacon Financial Advisory
Ohio
$352K -$9.1K -106 -2%
SCG
2028
Sonata Capital Group
Washington
$351K -$8.59K -100 -2%
CCM
2029
Check Capital Management
California
$351K -$53.7K -625 -12%
MWP
2030
Madison Wealth Partners
Wisconsin
$351K +$26.5K +309 +8%
MHR
2031
Matthew Hamilton Rosenberg
$351K +$12.5K +145 +3%
CWM
2032
Concentrum Wealth Management
California
$350K +$1.98K +23 +0.5%
KLWA
2033
Kelly Lawrence W & Associates
California
$350K – – –
AF
2034
Arrow Financial
New York
$350K -$50.7K -590 -12%
BDF
2035
Black Diamond Financial
Maryland
$350K -$34.9K -406 -8%
CWM
2036
Circle Wealth Management
New Jersey
$349K +$6.44K +75 +2%
KIA
2037
Koenig Investment Advisory
Oregon
$349K -$601 -7 -0.2%
LWM
2038
LeConte Wealth Management
Tennessee
$348K -$8.07K -94 -2%
EFG
2039
Embree Financial Group
Illinois
$348K +$61.3K +714 +19%
BFA
2040
Bill Few Associates
Pennsylvania
$347K +$8.59K +100 +2%
SWM
2041
Stronghold Wealth Management
Florida
$347K +$9.1K +106 +2%
LWA
2042
Legacy Wealth Advisors
Florida
$346K +$20.7K +241 +6%
TC
2043
Trilogy Capital
California
$346K +$83.6K +973 +29%
ICP
2044
Impact Capital Partners
Colorado
$346K +$515 +6 +0.1%
KWA
2045
Kondo Wealth Advisors
California
$346K -$1.72K -20 -0.5%
CI
2046
CacheTech Inc
Utah
$345K +$373K +4,337 New
LG
2047
Leuthold Group
Minnesota
$345K – – –
EA
2048
Evolution Advisers
Virginia
$345K – – –
LWCFA
2049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K – – –
GJWM
2050
Gilliland Jeter Wealth Management
Arkansas
$344K – – –
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