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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BBWA
2001
Bell & Brown Wealth Advisors
California
– -$2.61M -47,076 Closed
FMWA
2002
Forvis Mazars Wealth Advisors
Missouri
– -$2.46M -44,443 Closed
YMRC
2003
Yorktown Management & Research Company
Virginia
– -$1.77M -32,000 Closed
Hudson Bay Capital Management
2004
Hudson Bay Capital Management
Connecticut
– -$1.72M -31,068 Closed
SCC
2005
Spring Creek Capital
Kansas
– -$1.69M -30,454 Closed
RIA
2006
Regal Investment Advisors
Michigan
– -$1.6M -28,930 Closed
AIS
2007
AlphaOne Investment Services
Pennsylvania
– -$1.52M -27,500 Closed
MAM
2008
Martingale Asset Management
Massachusetts
– -$784K -14,140 Closed
FIA
2009
FNY Investment Advisers
New York
– -$725K -12,693 Closed
PP
2010
PrairieView Partners
Minnesota
– -$665K -11,993 Closed
KPF
2011
K2 Principal Fund
Ontario, Canada
– -$554K -10,000 Closed
ACM
2012
Alethea Capital Management
Washington
– -$542K -9,783 Closed
HCA
2013
Harbour Capital Advisors
Virginia
– -$524K -9,301 Closed
WP
2014
WealthShield Partners
North Carolina
– -$273K -9,078 Closed
RP
2015
Reinhart Partners
Wisconsin
– -$444K -8,015 Closed
CG
2016
Clinton Group
New York
– -$418K -7,541 Closed
MPMG
2017
Minneapolis Portfolio Management Group
Minnesota
– -$409K -7,383 Closed
AGA
2018
Accuvest Global Advisors
Utah
– -$408K -7,360 Closed
TC
2019
TradeLink Capital
Illinois
– -$383K -6,900 Closed
HS
2020
HighVista Strategies
Massachusetts
– -$371K -6,700 Closed
BI
2021
Boulegeris Investments
Georgia
– -$327K -5,902 Closed
OMC
2022
Old Mission Capital
Illinois
– -$300K -5,410 Closed
FDS
2023
First Dallas Securities
Texas
– -$290K -5,228 Closed
CIA
2024
CCM Investment Advisers
South Carolina
– -$286K -5,161 Closed
ADMI
2025
Albert D. Mason Inc
Massachusetts
– -$270K -4,870 Closed