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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
2001
Newman Dignan & Sheerar Inc
Rhode Island
$289K – – –
FSCM
2002
Front Street Capital Management
Montana
$289K -$317K -4,225 -51%
PCA
2003
Peddock Capital Advisors
Massachusetts
$289K +$8.93K +119 +3%
CC
2004
Copperleaf Capital
North Carolina
$289K +$54.4K +724 +22%
JHP
2005
James Hambro & Partners
United Kingdom
$289K – – –
GIA
2006
Guyasuta Investment Advisors
Pennsylvania
$288K -$110K -1,459 -27%
HIM
2007
Hillsdale Investment Management
Ontario, Canada
$287K +$191K +2,540 +174%
EP
2008
EPIQ Partners
Minnesota
$287K – – –
UBV
2009
United Bank (Virginia)
Virginia
$287K – – –
HA
2010
HC Advisors
Georgia
$287K -$63.7K -849 -18%
CAL
2011
Capital Analysts LLC
Pennsylvania
$287K +$300 +4 +0.1%
OFW
2012
Omnia Family Wealth
Florida
$286K +$299K +3,989 New
ICP
2013
Impact Capital Partners
Colorado
$285K +$18.9K +252 +7%
AF
2014
Apexium Financial
Texas
$284K -$674K -8,976 -69%
HWMO
2015
Heritage Wealth Management (Ohio)
Ohio
$284K – – –
TW
2016
Towerpoint Wealth
California
$283K – – –
EIG
2017
Ellenbecker Investment Group
Wisconsin
$283K +$1.43K +19 +0.5%
BWMG
2018
Barnes Wealth Management Group
California
$283K +$296K +3,944 New
TWA
2019
TCI Wealth Advisors
Arizona
$283K -$38.1K -507 -11%
RIA
2020
Regal Investment Advisors
Michigan
$282K -$11.2K -149 -4%
GKIM
2021
GW&K Investment Management
Massachusetts
$282K -$38.7K -515 -12%
CCAL
2022
City Center Advisors LLC
Michigan
$282K +$6.16K +82 +2%
DCM
2023
Donaldson Capital Management
Indiana
$281K +$294K +3,919 New
PCMN
2024
Paradigm Capital Management (Nevada)
Nevada
$281K – – –
FA
2025
Fedenia Advisers
Wisconsin
$280K +$293K +3,897 New
79 80
81
82 83