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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
2001
GQG Partners
Florida
-$551K -14,078 Closed
B
2002
Barings
North Carolina
-$535K -13,652 Closed
EL
2003
Envoi LLC
Minnesota
-$521K -13,300 Closed
CANY
2004
Caxton Associates (New York)
New York
-$518K -13,216 Closed
FCAG
2005
First Capital Advisors Group
New Jersey
-$480K -12,250 Closed
TIM
2006
Total Investment Management
Arizona
-$472K -12,052 Closed
SCC
2007
Steel Canyon Capital
Arizona
-$394K -10,054 Closed
MAM
2008
Martingale Asset Management
Massachusetts
-$386K -9,852 Closed
VWA
2009
V Wealth Advisors
Kansas
-$378K -9,660 Closed
EF
2010
Exeter Financial
Arizona
-$372K -9,500 Closed
CCP
2011
Clarkston Capital Partners
Michigan
-$357K -9,120 Closed
MA
2012
MYDA Advisors
New York
-$353K -9,000 Closed
AIA
2013
Arbor Investment Advisors
North Carolina
-$346K -8,837 Closed
SFS
2014
Stiles Financial Services
Minnesota
-$343K -8,745 Closed
Two Sigma Investments
2015
Two Sigma Investments
New York
-$332K -8,472 Closed
WFI
2016
West Family Investments
California
-$320K -8,164 Closed
ER
2017
Enlightenment Research
Florida
-$313K -8,002 Closed
GA
2018
GoalVest Advisory
New York
-$319K -7,955 Closed
ESCM
2019
Echo Street Capital Management
New York
-$306K -7,808 Closed
CCC
2020
Chelsea Counsel Company
California
-$282K -7,202 Closed
DWM
2021
Destination Wealth Management
California
-$282K -7,198 Closed
CBN
2022
Cadence Bank NA
Texas
-$280K -7,140 Closed
CA
2023
Capitolis Advisors
New York
-$263K -6,727 Closed
WCM
2024
Wedge Capital Management
North Carolina
-$260K -6,640 Closed
CCM
2025
Compton Capital Management
Rhode Island
-$255K -6,500 Closed