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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Savior LLC
Massachusetts
$67K +$64.7K +1,236 New
GFPC
2002
Global Financial Private Client
Florida
$65.4K +$63.7K +1,216 New
SGAM
2003
Smith Group Asset Management
Texas
$65K +$524 +10 +0.8%
FEG
2004
Financial Enhancement Group
Indiana
$64K – – –
TF
2005
TimeScale Financial
Massachusetts
$64K – – –
MCA
2006
Mercer Capital Advisers
New Jersey
$63K – – –
NC
2007
NewSquare Capital
Pennsylvania
$62K – – –
SC
2008
Solstein Capital
California
$62K +$60.5K +1,156 New
CAM
2009
CenterStar Asset Management
Illinois
$60K – – –
MWC
2010
MBM Wealth Consultants
Missouri
$60K – – –
CWA
2011
Capital Wealth Alliance
Arizona
$59K +$65.6K +1,252 New
BRC
2012
Bell Rock Capital
Delaware
$55K +$471 +9 +0.9%
BAM
2013
Bellevue Asset Management
Washington
$55K +$53.2K +1,015 New
KFS
2014
Kelly Financial Services
Massachusetts
$54.1K +$105 +2 +0.2%
WAM
2015
Westport Asset Management
Connecticut
$54K – – –
PWP
2016
Personal Wealth Partners
Minnesota
$53K -$841K -16,052 -94%
TCCM
2017
Timber Creek Capital Management
Massachusetts
$52K – – –
OSNBOA
2018
Old Second National Bank of Aurora
Illinois
$52K +$19.7K +377 +63%
LFG
2019
Larson Financial Group
Missouri
$51K +$28K +534 +128%
MAM
2020
Marquette Asset Management
Minnesota
$50K -$15.7K -300 -24%
HDIM
2021
Hanson & Doremus Investment Management
Vermont
$47K +$31.4K +600 +222%
BCM
2022
Birch Capital Management
Texas
$46K +$44.5K +850 New
GC
2023
Grace Capital
Massachusetts
$43K +$41.9K +800 New
EWP
2024
Engrave Wealth Partners
Texas
$43K +$42.6K +813 New
SCA
2025
Stuart Chaussee & Associates
California
$42K – – –
79 80
81
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