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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2001
Creative Financial Designs
Indiana
$177K -$8.74K -148 -5%
TFIPS
2002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$175K – – –
PIA
2003
Powell Investment Advisors
Florida
$167K -$20.8K -352 -11%
WPA
2004
West Paces Advisors
Georgia
$166K -$7.08K -120 -4%
CIR
2005
Clear Investment Research
Georgia
$162K – – –
OP
2006
ORG Partners
Indiana
$162K +$146K +2,474 +1,145%
PCWA
2007
Pacific Capital Wealth Advisors
California
$161K +$23.6K +400 +17%
MHR
2008
Matthew Hamilton Rosenberg
$156K – – –
NMG
2009
New Millennium Group
Utah
$155K +$154K +2,612 New
MTIC
2010
Missouri Trust & Investment Company
Missouri
$155K – – –
PFA
2011
Pathway Financial Advisers
Indiana
$154K +$59 +1 +0%
CB
2012
CNB Bank
Pennsylvania
$153K -$1.83K -31 -1%
FUBT
2013
First United Bank & Trust
Maryland
$148K – – –
ACA
2014
American Capital Advisory
Idaho
$140K +$590 +10 +0.4%
CB
2015
Community Bank
New York
$137K -$107K -1,813 -44%
OAM
2016
Ostrum Asset Management
France
$137K -$10.6K -180 -7%
VWM
2017
Venturi Wealth Management
Texas
$135K +$91K +1,542 +210%
YDMI
2018
Y.D. More Investments
Israel
$134K +$113K +1,916 +565%
HGERS
2019
Householder Group Estate & Retirement Specialist
Arizona
$133K -$41.4K -701 -24%
GCM
2020
Gables Capital Management
Florida
$131K +$23.6K +400 +22%
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$130K – – –
PA
2022
PSI Advisors
Florida
$130K -$10.4K -177 -8%
SWM
2023
Sugarloaf Wealth Management
Georgia
$128K +$177 +3 +0.1%
CT
2024
Colonial Trust
South Carolina
$127K -$48.5K -822 -28%
TC
2025
Trust Company
Kansas
$124K -$14.8K -250 -11%
79 80
81
82 83