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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
2001
Diesslin Group
Texas
$383K – – –
MA
2002
MJP Associates
Connecticut
$380K +$64K +796 +21%
TWA
2003
Talisman Wealth Advisors
New Jersey
$378K +$804 +10 +0.2%
CCA
2004
Carrera Capital Advisors
Michigan
$378K -$487K -6,056 -57%
GSWM
2005
Golden State Wealth Management
California
$377K +$8.92K +111 +2%
WAAG
2006
Wealth Alliance Advisory Group
Kansas
$377K +$402 +5 +0.1%
PSC
2007
Prentiss Smith & Co
Vermont
$377K – – –
DT
2008
DV Trading
Illinois
$377K -$240K -2,988 -40%
CWM
2009
Concentrum Wealth Management
California
$376K +$12.1K +151 +3%
ORC
2010
O'Rourke & Company
Massachusetts
$375K +$241 +3 +0.1%
AWM
2011
Ariadne Wealth Management
California
$375K +$110K +1,372 +43%
VHAM
2012
Van Hulzen Asset Management
California
$374K -$14.6K -182 -4%
AWAU
2013
Alliance Wealth Advisors (Utah)
Utah
$374K -$24.2K -301 -6%
JWWM
2014
Johnson & White Wealth Management
Pennsylvania
$374K +$5.46K +68 +2%
ACP
2015
Argyle Capital Partners
California
$374K +$38.8K +483 +12%
PWG
2016
Private Wealth Group
Florida
$373K – – –
LWM
2017
LeConte Wealth Management
Tennessee
$372K +$10.4K +130 +3%
GFG
2018
Genesis Financial Group
New Jersey
$372K +$362K +4,505 New
MHC
2019
May Hill Capital
Massachusetts
$372K -$3.54K -44 -1%
WIM
2020
Warwick Investment Management
Texas
$372K -$123K -1,532 -25%
CPW
2021
Cogent Private Wealth
Florida
$372K -$18.6K -232 -5%
PWP
2022
Perfromance Wealth Partners
Illinois
$371K +$361K +4,492 New
SIG
2023
Sargent Investment Group
Maryland
$371K +$5.3K +66 +1%
CCM
2024
Check Capital Management
California
$370K +$5.63K +70 +2%
LWA
2025
Legacy Wealth Advisors
Florida
$370K +$9.8K +122 +3%
79 80
81
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