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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2001
Longfellow Investment Management
Massachusetts
– -$820K -19,209 Closed
GSWM
2002
Greenup Street Wealth Management
Michigan
– -$798K -18,709 Closed
SFA
2003
Source Financial Advisors
New York
– -$771K -18,073 Closed
PIMJS
2004
PKO Investment Management Joint-Stock
Poland
– -$746K -17,479 Closed
SXL
2005
Summit X LLC
Missouri
– -$590K -13,816 Closed
CB
2006
Cooke & Bieler
Pennsylvania
– -$541K -12,676 Closed
MAA
2007
Mraz Amerine & Associates
California
– -$525K -12,309 Closed
RCG
2008
Resource Consulting Group
Florida
– -$508K -11,896 Closed
ISB
2009
Iowa State Bank
Iowa
– -$502K -11,772 Closed
SAS
2010
Stelac Advisory Services
New York
– -$495K -11,608 Closed
AIM
2011
Achmea Investment Management
Netherlands
– -$469K -10,995 Closed
FDS
2012
First Dallas Securities
Texas
– -$455K -10,650 Closed
CW
2013
CreativeOne Wealth
Kansas
– -$421K -9,856 Closed
BOPW
2014
Brandywine Oak Private Wealth
Pennsylvania
– -$408K -9,551 Closed
WCWM
2015
Willow Creek Wealth Management
California
– -$378K -8,845 Closed
FIM
2016
Freedom Investment Management
Connecticut
– -$377K -8,838 Closed
BWA
2017
Bordeaux Wealth Advisors
California
– -$368K -8,629 Closed
Parallax Volatility Advisers
2018
Parallax Volatility Advisers
California
– -$360K -8,347 Closed
CWA
2019
CM Wealth Advisors
Ohio
– -$379K -8,216 Closed
TFCP
2020
Twin Focus Capital Partners
Massachusetts
– -$349K -8,178 Closed
MFS
2021
Mirabella Financial Services
United Kingdom
– -$341K -8,000 Closed
MCM
2022
Magnolia Capital Management
New York
– -$320K -7,500 Closed
DCM
2023
Donaldson Capital Management
Indiana
– -$317K -7,420 Closed
AT
2024
Arden Trust
Delaware
– -$305K -7,145 Closed
PP
2025
PDT Partners
New York
– -$301K -7,058 Closed
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