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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EI
2001
EDMP Inc
Florida
-$3.67M -82,868 Closed
GPSPJS
2002
General Pension Society PZU Joint Stock
Poland
-$3.62M -81,700 Closed
UF
2003
Univest Financial
Pennsylvania
-$3.1M -70,077 Closed
MF
2004
Magnetar Financial
Illinois
-$3.03M -68,331 Closed
HIM
2005
Hutchens Investment Management
New Hampshire
-$2.87M -64,884 Closed
NAM
2006
NorthCoast Asset Management
Connecticut
-$2.83M -63,803 Closed
HCM
2007
Highbridge Capital Management
New York
-$3.06M -60,771 Closed
AWP
2008
Ascent Wealth Partners
New York
-$2.17M -48,929 Closed
OFG
2009
OTA Financial Group
New York
-$2.14M -48,334 Closed
AR
2010
Advisory Research
Illinois
-$2.13M -48,006 Closed
JPC
2011
Jackson Park Capital
Utah
-$2.1M -47,500 Closed
LCM
2012
Laurion Capital Management
New York
-$2.32M -46,100 Closed
IAM
2013
Impax Asset Management
New Hampshire
-$1.68M -37,904 Closed
NFG
2014
NewFocus Financial Group
Washington
-$1.62M -36,512 Closed
BC
2015
Brookfield Corp
Ontario, Canada
-$1.54M -34,750 Closed
Wealth Enhancement Advisory Services
2016
Wealth Enhancement Advisory Services
Minnesota
-$1.52M -33,754 Closed
VSWA
2017
Vontobel Swiss Wealth Advisors
Switzerland
-$1.44M -32,580 Closed
TWA
2018
Tillar-Wenstrup Advisors
Ohio
-$1.21M -27,211 Closed
HI
2019
HBK Investments
Texas
-$1.2M -27,000 Closed
PCM
2020
Princeton Capital Management
New Jersey
-$1.19M -26,950 Closed
CS
2021
Comerica Securities
Michigan
-$1.11M -25,165 Closed
CCM
2022
Carderock Capital Management
Maryland
-$1.09M -24,551 Closed
RGNCM
2023
R.G. Niederhoffer Capital Management
New York
-$1M -22,600 Closed
IAS
2024
IMA Advisory Services
Colorado
-$992K -22,412 Closed
BCA
2025
Benchmark Capital Advisors
New York
-$943K -21,300 Closed