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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2001
Nixon Capital
Texas
$99.7K +$90K +1,720 New
ATC
2002
Adirondack Trust Company
New York
$99.3K +$8.84K +169 +11%
RTC
2003
Riverview Trust Company
Washington
$99.1K +$89.5K +1,710 New
AAG
2004
Armstrong Advisory Group
Massachusetts
$97.6K – – –
AWM
2005
Abound Wealth Management
Tennessee
$97.2K +$1.73K +33 +2%
RL
2006
Rogco LP
Oklahoma
$96.5K -$8.84K -169 -9%
C
2007
Covestor
United Kingdom
$95K -$12.5K -238 -13%
CT
2008
Clearstead Trust
Maine
$93.7K +$9.73K +186 +13%
HWA
2009
Heritage Wealth Advisors
Virginia
$93.1K – – –
PWMG
2010
Prestige Wealth Management Group
New Jersey
$93K -$578K -11,041 -87%
MFG
2011
Mendota Financial Group
Wisconsin
$93K – – –
SIC
2012
SJS Investment Consulting
Ohio
$91.9K +$3.3K +63 +4%
BHWM
2013
Bay Harbor Wealth Management
Maryland
$89.8K -$471 -9 -0.6%
FFA
2014
Frazier Financial Advisors
Ohio
$89.5K +$4.13K +79 +5%
WWP
2015
WR Wealth Planners
Missouri
$88.3K +$79.7K +1,523 New
IBOK
2016
Independence Bank of Kentucky
Kentucky
$87.8K -$78K -1,490 -50%
AA
2017
Addison Advisors
Vermont
$87.2K +$4.97K +95 +7%
FMTCOCP
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K -$5.23K -100 -6%
MIM
2019
Macroview Investment Management
Maryland
$86.9K -$942 -18 -1%
KFI
2020
Key Financial Inc
Pennsylvania
$85.6K – – –
HCM
2021
Hollencrest Capital Management
California
$84.4K – – –
UIA
2022
Ulland Investment Advisors
Minnesota
$83K – – –
CWM
2023
Cranbrook Wealth Management
Michigan
$82.6K – – –
WBC
2024
Westpac Banking Corp
Australia
$81.1K -$202K -3,856 -73%
SA
2025
SRH Advisors
Kansas
$81.1K – – –
79 80
81
82 83