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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BA
2001
Bristlecone Advisors
Washington
-$368K -7,777 Closed
Ninety One (UK)
2002
Ninety One (UK)
United Kingdom
-$351K -7,412 Closed
WA
2003
WealthTrust Axiom
Pennsylvania
-$339K -7,174 Closed
BIM
2004
Barton Investment Management
Pennsylvania
-$332K -7,020 Closed
EGM
2005
Engineers Gate Manager
New York
-$330K -6,966 Closed
C
2006
Cerebellum
California
-$328K -6,933 Closed
HKAM
2007
Horizon Kinetics Asset Management
New York
-$302K -6,383 Closed
MIM
2008
Moseley Investment Management
Florida
-$287K -6,073 Closed
IOOF
2009
Independent Order of Foresters
Ontario, Canada
-$284K -6,002 Closed
CAMG
2010
CWA Asset Management Group
Florida
-$283K -5,980 Closed
WA
2011
Waverly Advisors
Alabama
-$281K -5,937 Closed
AFNAS
2012
American Financial Network Advisory Services
California
-$274K -5,918 Closed
AWA
2013
Alaska Wealth Advisors
Alaska
-$275K -5,698 Closed
BCM
2014
BlueCrest Capital Management
Jersey
-$260K -5,489 Closed
HCM
2015
Hudson Capital Management
New Jersey
-$257K -5,440 Closed
LSA
2016
L & S Advisors
California
-$235K -4,966 Closed
TI
2017
Truepoint Inc
Ohio
-$235K -4,963 Closed
BMCM
2018
Bryn Mawr Capital Management
Pennsylvania
-$227K -4,802 Closed
NP
2019
NS Partners
United Kingdom
-$224K -4,737 Closed
SEIA
2020
Signature Estate & Investment Advisors
California
-$221K -4,658 Closed
EIA
2021
Edgemoor Investment Advisors
Maryland
-$219K -4,619 Closed
CHP
2022
Cable Hill Partners
Oregon
-$210K -4,448 Closed
TAM
2023
Trillium Asset Management
Massachusetts
-$204K -4,317 Closed
COI
2024
Capital One Investing
Virginia
-$203K -4,286 Closed
DWM
2025
Destination Wealth Management
California
-$198K -4,191 Closed