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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FGI
2001
Foresight Global Investors
New York
$345K +$334K +4,117 New
SI
2002
Saxon Interests
Texas
$344K +$8.43K +104 +3%
IIM
2003
Ipswich Investment Management
Massachusetts
$344K – – –
KFS
2004
Keynote Financial Services
Connecticut
$344K – – –
LCS
2005
Levin Capital Strategies
New York
$344K – – –
SI
2006
Seeds Investor
New York
$343K -$23.4K -288 -7%
MA
2007
MKT Advisors
California
$343K -$14.7K -181 -4%
GWSG
2008
GPS Wealth Strategies Group
Colorado
$343K +$36.5K +450 +12%
TTWM
2009
TCV Trust & Wealth Management
Virginia
$342K +$24.3K +300 +8%
CWM
2010
CarsonAllaria Wealth Management
Illinois
$342K -$81 -1 -0%
LWCFA
2011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K -$10.5K -130 -3%
CWM
2012
Circle Wealth Management
New Jersey
$341K -$181K -2,231 -35%
SIM
2013
SSI Investment Management
California
$340K – – –
TI
2014
tru Independence
Oregon
$339K +$3.33K +41 +1%
TFCP
2015
Twin Focus Capital Partners
Massachusetts
$339K – – –
MCA
2016
Magnolia Capital Advisors
Mississippi
$338K -$4.3K -53 -1%
CMF
2017
Counterpoint Mutual Funds
California
$337K +$326K +4,026 New
BWP
2018
Balboa Wealth Partners
Arizona
$337K +$326K +4,025 New
PCA
2019
Peddock Capital Advisors
Massachusetts
$337K – – –
LBC
2020
Leigh Baldwin & Co
New York
$337K +$902K +11,118 New
JHP
2021
James Hambro & Partners
United Kingdom
$337K – – –
IAG
2022
Investment Advisory Group
Massachusetts
$337K +$487 +6 +0.1%
CM
2023
Capula Management
Cayman Islands
$336K +$326K +4,014 New
WCFA
2024
Walkner Condon Financial Advisors
Wisconsin
$336K +$1.62K +20 +0.5%
EP
2025
EPIQ Partners
Minnesota
$335K – – –
79 80
81
82 83