We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2001
Cooper Capital Advisors
California
$282K +$274K +4,012 New
EP
2002
EPIQ Partners
Minnesota
$281K -$58.2K -853 -18%
UBV
2003
United Bank (Virginia)
Virginia
$281K – – –
CAL
2004
Capital Analysts LLC
Pennsylvania
$280K +$51.8K +759 +23%
SAM
2005
SignalPoint Asset Management
Missouri
$279K – – –
AWA
2006
Acorn Wealth Advisors
Michigan
$279K -$18.8K -275 -6%
SXL
2007
Summit X LLC
Missouri
$278K +$24K +352 +10%
TI
2008
tru Independence
Oregon
$278K -$7.7M -112,759 -97%
BOH
2009
Bank of Hawaii
Hawaii
$278K -$52.8K -774 -16%
HWMO
2010
Heritage Wealth Management (Ohio)
Ohio
$278K +$14.3K +210 +6%
TW
2011
Towerpoint Wealth
California
$277K – – –
LSWP
2012
Liberty Square Wealth Partners
Pennsylvania
$277K +$237K +3,465 New
WG
2013
Wealth Group
North Carolina
$277K +$27.7K +406 +11%
SCM
2014
Stordahl Capital Management
Colorado
$276K +$269K +3,934 New
EIG
2015
Ellenbecker Investment Group
Wisconsin
$276K -$33.7K -493 -11%
PCMN
2016
Paradigm Capital Management (Nevada)
Nevada
$275K – – –
PCA
2017
Peddock Capital Advisors
Massachusetts
$274K – – –
CFG
2018
CKW Financial Group
Hawaii
$274K -$75.1K -1,100 -22%
CAM
2019
Cozad Asset Management
Illinois
$273K – – –
FPF
2020
First Pacific Financial
Washington
$272K – – –
BFM
2021
Boston Financial Management
Massachusetts
$272K -$10.9K -159 -4%
CPWA
2022
Cerro Pacific Wealth Advisors
California
$272K +$11.4K +167 +4%
BWP
2023
Bernardo Wealth Planning
Pennsylvania
$272K +$3.14K +46 +1%
CNB
2024
Camden National Bank
Maine
$272K -$56.3K -825 -18%
GG
2025
Greenwood Gearhart
Arkansas
$271K +$264K +3,861 New
79 80
81
82 83