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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2001
Global Financial Private Client
Florida
$153K +$38.6K +683 +34%
NMG
2002
New Millennium Group
Utah
$148K +$283 +5 +0.2%
MTIC
2003
Missouri Trust & Investment Company
Missouri
$147K – – –
BFPW
2004
BOK Financial Private Wealth
Colorado
$147K +$31.7K +560 +27%
PFA
2005
Pathway Financial Advisers
Indiana
$147K – – –
MHR
2006
Matthew Hamilton Rosenberg
$145K – – –
CB
2007
CNB Bank
Pennsylvania
$144K -$1.75K -31 -1%
HWM
2008
Hemington Wealth Management
Virginia
$135K +$118K +2,086 New
FCM
2009
Fourpath Capital Management
Oklahoma
$132K +$132K +2,342 New
YDMI
2010
Y.D. More Investments
Israel
$128K +$339 +6 +0.3%
FUBT
2011
First United Bank & Trust
Maryland
$125K -$14.9K -264 -11%
GCM
2012
Gables Capital Management
Florida
$124K – – –
HGERS
2013
Householder Group Estate & Retirement Specialist
Arizona
$124K -$3.11K -55 -2%
JGIA
2014
Jackson Grant Investment Advisers
Connecticut
$124K – – –
PA
2015
PSI Advisors
Florida
$122K -$1.36K -24 -1%
SWM
2016
Sugarloaf Wealth Management
Georgia
$121K – – –
AIM
2017
Acropolis Investment Management
Missouri
$119K +$119K +2,105 New
TC
2018
Trust Company
Kansas
$118K – – –
BTC
2019
Bank & Trust Company
Illinois
$115K – – –
SR
2020
Syntax Research
Florida
$115K – – –
OAM
2021
Ostrum Asset Management
France
$114K -$15.7K -278 -12%
SOAMC
2022
Spirit of America Management Corp
New York
$113K – – –
CCMI
2023
Creative Capital Management Investments
California
$113K +$113K +2,000 New
AAG
2024
Armstrong Advisory Group
Massachusetts
$112K – – –
JEST
2025
JTC Employer Solutions Trustee
Jersey
$108K – – –
79 80
81
82 83