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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
2001
Summit X LLC
Missouri
– -$335K -6,298 Closed
HTHT
2002
Hemenway Trust Hemenway Trust
New Hampshire
– -$339K -6,294 Closed
MCM
2003
McRae Capital Management
New Jersey
– -$337K -6,272 Closed
SWA
2004
Stratos Wealth Advisors
Ohio
– -$335K -6,224 Closed
CA
2005
Continuum Advisory
Idaho
– -$332K -6,180 Closed
KOMWMG
2006
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$332K -6,171 Closed
LCM
2007
Liberty Capital Management
Michigan
– -$332K -6,165 Closed
HR
2008
Hardy Reed
Mississippi
– -$331K -6,151 Closed
GD
2009
Grandfield & Dodd
New York
– -$329K -6,109 Closed
EI
2010
Ethic Inc
New York
– -$328K -6,102 Closed
WAS
2011
WESPAC Advisors SoCal
California
– -$328K -6,096 Closed
LDFR
2012
Lehman & Derafelo Financial Resources
Pennsylvania
– -$327K -6,070 Closed
CRWM
2013
Castle Rock Wealth Management
California
– -$291K -6,067 Closed
CF
2014
Copperwynd Financial
Arizona
– -$326K -6,066 Closed
MFW
2015
Mosaic Family Wealth
Missouri
– -$325K -6,050 Closed
ACA
2016
Ackerman Capital Advisors
Texas
– -$323K -6,000 Closed
NC
2017
Noked Capital
Israel
– -$323K -6,000 Closed
NI
2018
Noked Israel
Israel
– -$323K -6,000 Closed
RP
2019
Rice Partnership
Hawaii
– -$322K -5,986 Closed
BRM
2020
Boston Research & Management
Massachusetts
– -$319K -5,945 Closed
KP
2021
Keel Point
Alabama
– -$319K -5,932 Closed
DMC
2022
Drexel Morgan & Co
Pennsylvania
– -$319K -5,926 Closed
AWA
2023
Alaska Wealth Advisors
Alaska
– -$316K -5,874 Closed
TWP
2024
Tempus Wealth Planning
California
– -$315K -5,860 Closed
MCP
2025
Mirador Capital Partners
California
– -$313K -5,820 Closed
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