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Wells Fargo

WFC

Market cap $261B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	EIP 2001 Ellis Investment Partners Berwyn, Pennsylvania	$64K	–	–	–
2002	AWM 2002 Accel Wealth Management Waverly, Iowa	$64K	+$375	+7	+0.5%
2003	HWA 2003 Heritage Wealth Advisors Richmond, Virginia	$63K	–	–	–
2004	LWP 2004 Lumature Wealth Partners Alpharetta, Georgia	$63K	–	–	–
2005	JMF 2005 Johnson Midwest Financial Glidden, Iowa	$63K	+$321	+6	+0.5%
2006	PP 2006 Pacifica Partners Surrey, Canada	$62K	-$3.21K	-60	-5%
2007	CWM 2007 Cranbrook Wealth Management Bloomfield Hills, Michigan	$62K	–	–	–
2008	RA 2008 Rise Advisors Rochester, New York	$61K	+$321	+6	+0.5%
2009	FAM 2009 Fred Alger Management New York	$60K	-$2.83M	-52,802	-98%
2010	MS 2010 Mizuho Securities Tokyo, Japan	$60K	+$11.8K	+221	+22%
2011	BONH 2011 Bank of New Hampshire Laconia, New Hampshire	$59K	+$65.3K	+1,220	New
2012	DWA 2012 Dougherty Wealth Advisers Wayzata, Minnesota	$58K	–	–	–
2013	ME 2013 McIlrath & Eck Arlington, Washington	$58K	–	–	–
2014	HNWAG 2014 High Net Worth Advisory Group Naples, Florida	$57K	–	–	–
2015	T 2015 TCWP Beachwood, Ohio	$55K	+$61.2K	+1,144	New
2016	MWC 2016 MBM Wealth Consultants Chesterfield, Missouri	$54K	–	–	–
2017	NC 2017 NewSquare Capital Newtown Square, Pennsylvania	$54K	–	–	–
2018	CJL 2018 Cyrus J. Lawrence New York	$53K	+$58.9K	+1,100	New
2019	SFG 2019 Steward Financial Group Colleyville, Texas	$53K	+$59.3K	+1,108	New
2020	SPWM 2020 Spartan Planning & Wealth Management Greensboro, North Carolina	$52K	+$57.8K	+1,080	New
2021	AA 2021 Addison Advisors Middlebury, Vermont	$50K	+$21.9K	+409	+65%
2022	WAM 2022 Westport Asset Management Southport, Connecticut	$48K	–	–	–
2023	BWL 2023 Bogart Wealth LLC Mclean, Virginia	$44K	+$3.05K	+57	+7%
2024	BAM 2024 Byrne Asset Management Kingston, New Jersey	$42K	-$12.5K	-234	-21%
2025	HS 2025 Horan Securities Cincinnati, United States	$42K	+$2.52K	+47	+6%

Wells Fargo WFC Market cap $261B

Wells Fargo

WFC

Market cap $261B