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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2001
Greenup Street Wealth Management
Michigan
– -$798K -18,709 Closed
SFA
2002
Source Financial Advisors
New York
– -$771K -18,073 Closed
PIMJS
2003
PKO Investment Management Joint-Stock
Poland
– -$746K -17,479 Closed
SXL
2004
Summit X LLC
Missouri
– -$590K -13,816 Closed
CB
2005
Cooke & Bieler
Pennsylvania
– -$541K -12,676 Closed
MAA
2006
Mraz Amerine & Associates
California
– -$525K -12,309 Closed
RCG
2007
Resource Consulting Group
Florida
– -$508K -11,896 Closed
ISB
2008
Iowa State Bank
Iowa
– -$502K -11,772 Closed
SAS
2009
Stelac Advisory Services
New York
– -$495K -11,608 Closed
AIM
2010
Achmea Investment Management
Netherlands
– -$469K -10,995 Closed
FDS
2011
First Dallas Securities
Texas
– -$455K -10,650 Closed
CW
2012
CreativeOne Wealth
Kansas
– -$421K -9,856 Closed
BOPW
2013
Brandywine Oak Private Wealth
Pennsylvania
– -$408K -9,551 Closed
WCWM
2014
Willow Creek Wealth Management
California
– -$378K -8,845 Closed
FIM
2015
Freedom Investment Management
Connecticut
– -$377K -8,838 Closed
BWA
2016
Bordeaux Wealth Advisors
California
– -$368K -8,629 Closed
Parallax Volatility Advisers
2017
Parallax Volatility Advisers
California
– -$360K -8,347 Closed
CWA
2018
CM Wealth Advisors
Ohio
– -$379K -8,216 Closed
TFCP
2019
Twin Focus Capital Partners
Massachusetts
– -$349K -8,178 Closed
MFS
2020
Mirabella Financial Services
United Kingdom
– -$341K -8,000 Closed
MCM
2021
Magnolia Capital Management
New York
– -$320K -7,500 Closed
DCM
2022
Donaldson Capital Management
Indiana
– -$317K -7,420 Closed
AT
2023
Arden Trust
Delaware
– -$305K -7,145 Closed
PP
2024
PDT Partners
New York
– -$301K -7,058 Closed
IIC
2025
Integrated Investment Consultants
Michigan
– -$298K -6,985 Closed
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