We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2001
Total Clarity Wealth Management
Illinois
$21K – – –
T2I
2002
Turim 21 Investimentos
Brazil
$20K – – –
OCM
2003
Orion Capital Management
California
$19K – – –
PAI
2004
Pittenger & Anderson Inc
Nebraska
$19K – – –
TIM
2005
Tortoise Investment Management
New York
$19K – – –
CFFP
2006
Center for Financial Planning
Michigan
$19K +$1.97K +40 +11%
EWM
2007
Elmwood Wealth Management
California
$19K +$19.3K +393 New
SCA
2008
Stuart Chaussee & Associates
California
$18K – – –
CAL
2009
Capital Advisors Ltd
Ohio
$18K +$9.7K +197 +113%
WAC
2010
William Allan Corp
Colorado
$18K +$18.3K +372 New
HF
2011
Halpern Financial
Virginia
$17.7K – – –
RWM
2012
Raffa Wealth Management
District of Columbia
$17.6K +$4.78K +97 +36%
SC
2013
Stephens Consulting
Michigan
$17K +$17.5K +355 New
NOI
2014
Newton One Investments
Delaware
$17K -$17.2K -350 -50%
VIMU
2015
Veritas Investment Management (UK)
United Kingdom
$17K – – –
BA
2016
Bivin & Associates
Oklahoma
$17K +$17.2K +350 New
CI
2017
Carroll Investors
South Carolina
$17K +$17.9K +363 New
CWM
2018
Curi Wealth Management
North Carolina
$17K +$18K +365 New
AFIA
2019
America First Investment Advisors
Nebraska
$16K – – –
LWA
2020
Lenox Wealth Advisors
New York
$15K -$56.4K -1,145 -78%
TFM
2021
TFC Financial Management
Massachusetts
$15K -$8.17K -166 -34%
PP
2022
PFS Partners
New Jersey
$14.9K +$15.3K +311 New
CIA
2023
Cascade Investment Advisors
Oregon
$14.4K -$14.8K -300 -50%
SIAP
2024
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$49 +1 +0.3%
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.6K +276 New
79 80
81
82 83