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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HS
2001
HighVista Strategies
Massachusetts
– -$379K -8,000 Closed
BA
2002
Bristlecone Advisors
Washington
– -$368K -7,777 Closed
Ninety One (UK)
2003
Ninety One (UK)
United Kingdom
– -$351K -7,412 Closed
WA
2004
WealthTrust Axiom
Pennsylvania
– -$339K -7,174 Closed
BIM
2005
Barton Investment Management
Pennsylvania
– -$332K -7,020 Closed
EGM
2006
Engineers Gate Manager
New York
– -$330K -6,966 Closed
C
2007
Cerebellum
California
– -$328K -6,933 Closed
HKAM
2008
Horizon Kinetics Asset Management
New York
– -$302K -6,383 Closed
MIM
2009
Moseley Investment Management
Florida
– -$287K -6,073 Closed
IOOF
2010
Independent Order of Foresters
Ontario, Canada
– -$284K -6,002 Closed
CAMG
2011
CWA Asset Management Group
Florida
– -$283K -5,980 Closed
WA
2012
Waverly Advisors
Alabama
– -$281K -5,937 Closed
AFNAS
2013
American Financial Network Advisory Services
California
– -$274K -5,918 Closed
AWA
2014
Alaska Wealth Advisors
Alaska
– -$275K -5,698 Closed
BCM
2015
BlueCrest Capital Management
Jersey
– -$260K -5,489 Closed
HCM
2016
Hudson Capital Management
New Jersey
– -$257K -5,440 Closed
LSA
2017
L & S Advisors
California
– -$235K -4,966 Closed
TI
2018
Truepoint Inc
Ohio
– -$235K -4,963 Closed
BMCM
2019
Bryn Mawr Capital Management
Pennsylvania
– -$227K -4,802 Closed
NP
2020
NS Partners
United Kingdom
– -$224K -4,737 Closed
SEIA
2021
Signature Estate & Investment Advisors
California
– -$221K -4,658 Closed
EIA
2022
Edgemoor Investment Advisors
Maryland
– -$219K -4,619 Closed
CHP
2023
Cable Hill Partners
Oregon
– -$210K -4,448 Closed
TAM
2024
Trillium Asset Management
Massachusetts
– -$204K -4,317 Closed
COI
2025
Capital One Investing
Virginia
– -$203K -4,286 Closed