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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2001
TCG Advisors
Texas
$9K +$8.8K +179 New
BAMG
2002
Brand Asset Management Group
Missouri
$8K -$4.43K -90 -36%
KL
2003
KWMG LLC
Kansas
$7K -$4.57K -93 -41%
BHWM
2004
Bay Harbor Wealth Management
Maryland
$7K – – –
LPC
2005
Loeb Partners Corp
New York
$6K -$2.41K -49 -29%
SIA
2006
SeaBridge Investment Advisors
New Jersey
$6K – – –
HGWM
2007
Harvest Group Wealth Management
Massachusetts
$6K +$6.25K +127 New
MFT
2008
Moisand Fitzgerald Tamayo
Florida
$5K – – –
JPLA
2009
Joseph P. Lucia & Associates
New York
$4.89K +$4.92K +100 New
PCMK
2010
Paragon Capital Management (Kansas)
Kansas
$4K +$4.13K +84 New
WCMN
2011
Westchester Capital Management (Nebraska)
Nebraska
$3K – – –
TFA
2012
Toth Financial Advisory
Virginia
$2K +$885 +18 +64%
NL
2013
NVWM LLC
Pennsylvania
$1K – – –
CIA
2014
CSat Investment Advisory
Michigan
$1K +$197 +4 +16%
ACM
2015
Aviance Capital Management
Florida
$1K +$836 +17 New
CC
2016
Carlson Capital
Texas
– -$49.1M -1,064,900 Closed
IIP
2017
Intermede Investment Partners
United Kingdom
– -$40.2M -872,152 Closed
B
2018
BloombergSen
Ontario, Canada
– -$37.1M -804,566 Closed
SC
2019
Samlyn Capital
New York
– -$22.8M -495,488 Closed
EPFB
2020
Employees Provident Fund Board
Malaysia
– -$22M -476,848 Closed
WIC
2021
Willis Investment Counsel
Georgia
– -$18.7M -406,106 Closed
RCM
2022
Raging Capital Management
New Jersey
– -$17.5M -379,700 Closed
AL
2023
Appaloosa LP
New Jersey
– -$13.8M -300,000 Closed
AIM
2024
Alphinity Investment Management
Australia
– -$13.5M -293,017 Closed
FCMC
2025
Founders Capital Management (Connecticut)
Connecticut
– -$11.9M -258,991 Closed
79 80
81
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