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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2001
Central Bank & Trust
Kentucky
$44.2K – – –
SNB
2002
Security National Bank
Nebraska
$44.1K +$38.7K +896 New
CA
2003
Centerpoint Advisors
Massachusetts
$44K +$32.8K +759 +593%
FWM
2004
FSA Wealth Management
Massachusetts
$44K +$38.7K +897 New
MFT
2005
Moisand Fitzgerald Tamayo
Florida
$43.3K -$1.21K -28 -3%
CJ
2006
Caitlin John
Michigan
$42.6K +$37.4K +866 New
PP
2007
PrairieView Partners
Minnesota
$42K +$86 +2 +0.2%
SRCM
2008
Signature Resources Capital Management
California
$41.9K +$36.7K +851 New
BWM
2009
Baystate Wealth Management
Massachusetts
$40.9K +$1.21K +28 +3%
PAI
2010
Pittenger & Anderson Inc
Nebraska
$40.9K -$13.1K -304 -27%
TCM
2011
Tradewinds Capital Management
Washington
$40.6K +$1.29K +30 +4%
FMP
2012
Financial Management Professionals
Texas
$40K +$8.41K +195 +31%
IPW
2013
Impact Partnership Wealth
Georgia
$39.4K -$1.08K -25 -3%
TIM
2014
Tortoise Investment Management
New York
$39.4K -$906 -21 -3%
ATC
2015
Advantage Trust Company
Kansas
$39.4K +$34.5K +800 New
CTB
2016
Country Trust Bank
Illinois
$38.3K – – –
VWM
2017
Venturi Wealth Management
Texas
$35.6K +$16.2K +376 +108%
VAG
2018
VisionPoint Advisory Group
Texas
$35.2K +$19.9K +460 +180%
TCCM
2019
Timber Creek Capital Management
Massachusetts
$34.5K – – –
FWM
2020
Focused Wealth Management
New York
$34.2K +$13.7K +317 +84%
BHWM
2021
Beaird Harris Wealth Management
Texas
$34K +$29.8K +690 New
BL
2022
BFSG LLC
California
$33.7K +$29.5K +684 New
AEPWM
2023
Atlantic Edge Private Wealth Management
Florida
$33.6K +$29.4K +682 New
PO
2024
Private Ocean
California
$33.5K +$4.75K +110 +19%
HC
2025
Hoese & Co
Minnesota
$32.3K -$71.2K -1,650 -70%
79 80
81
82 83