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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2001
Ahrens Investment Partners
Louisiana
$24K +$25K +507 New
TCWM
2002
Total Clarity Wealth Management
Illinois
$21K – – –
T2I
2003
Turim 21 Investimentos
Brazil
$20K – – –
OCM
2004
Orion Capital Management
California
$19K – – –
PAI
2005
Pittenger & Anderson Inc
Nebraska
$19K – – –
TIM
2006
Tortoise Investment Management
New York
$19K – – –
CFFP
2007
Center for Financial Planning
Michigan
$19K +$1.97K +40 +11%
EWM
2008
Elmwood Wealth Management
California
$19K +$19.3K +393 New
SCA
2009
Stuart Chaussee & Associates
California
$18K – – –
CAL
2010
Capital Advisors Ltd
Ohio
$18K +$9.7K +197 +113%
WAC
2011
William Allan Corp
Colorado
$18K +$18.3K +372 New
HF
2012
Halpern Financial
Virginia
$17.7K – – –
RWM
2013
Raffa Wealth Management
District of Columbia
$17.6K +$4.78K +97 +36%
SC
2014
Stephens Consulting
Michigan
$17K +$17.5K +355 New
NOI
2015
Newton One Investments
Delaware
$17K -$17.2K -350 -50%
VIMU
2016
Veritas Investment Management (UK)
United Kingdom
$17K – – –
BA
2017
Bivin & Associates
Oklahoma
$17K +$17.2K +350 New
CI
2018
Carroll Investors
South Carolina
$17K +$17.9K +363 New
CWM
2019
Curi Wealth Management
North Carolina
$17K +$18K +365 New
AFIA
2020
America First Investment Advisors
Nebraska
$16K – – –
LWA
2021
Lenox Wealth Advisors
New York
$15K -$56.4K -1,145 -78%
TFM
2022
TFC Financial Management
Massachusetts
$15K -$8.17K -166 -34%
PP
2023
PFS Partners
New Jersey
$14.9K +$15.3K +311 New
CIA
2024
Cascade Investment Advisors
Oregon
$14.4K -$14.8K -300 -50%
SIAP
2025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$49 +1 +0.3%
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