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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RSA
2001
Robertson Stephens Advisors
California
– -$498K -9,041 Closed
BII
2002
Bainco International Investors
Massachusetts
– -$479K -8,700 Closed
HAM
2003
Highstreet Asset Management
Ontario, Canada
– -$475K -8,619 Closed
IAA
2004
Ironsides Asset Advisors
North Carolina
– -$466K -8,460 Closed
MFIMFI
2005
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$463K -8,401 Closed
RB
2006
Rodgers Brothers
Pennsylvania
– -$425K -7,708 Closed
VFPI
2007
Vantage Financial Partners (Illinois)
Illinois
– -$425K -7,700 Closed
DSI
2008
Daiwa SB Investments
Japan
– -$379K -6,880 Closed
KFA
2009
Kelleher Financial Advisors
New York
– -$377K -6,850 Closed
TCM
2010
Texan Capital Management
Texas
– -$357K -6,486 Closed
SSG
2011
Summit Securities Group
New York
– -$347K -6,300 Closed
CA
2012
Corrado Advisors
New Jersey
– -$339K -6,157 Closed
NP
2013
NorthRock Partners
Minnesota
– -$306K -5,555 Closed
BJ
2014
Brouwer & Janachowski
California
– -$301K -5,465 Closed
BA
2015
BKS Advisors
Michigan
– -$277K -5,027 Closed
KC
2016
Kingfisher Capital
North Carolina
– -$254K -4,617 Closed
CAM
2017
Covenant Asset Management
New Jersey
– -$254K -4,613 Closed
CIAS
2018
Capital Investment Advisory Services
North Carolina
– -$245K -4,438 Closed
CTA
2019
Colonial Trust Advisors
South Carolina
– -$230K -4,178 Closed
SM
2020
Sciencast Management
New Jersey
– -$222K -4,030 Closed
SCM
2021
Salem Capital Management
Massachusetts
– -$218K -3,960 Closed
AIA
2022
Armor Investment Advisors
North Carolina
– -$216K -3,917 Closed
WI
2023
WrapManager Inc
California
– -$207K -3,762 Closed
CCA
2024
Conestoga Capital Advisors
Pennsylvania
– -$204K -3,702 Closed
PP
2025
Pegasus Partners
Wisconsin
– -$202K -3,663 Closed
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