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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2001
GW&K Investment Management
Massachusetts
$421K +$1.91K +22 +0.5%
SCG
2002
Sonata Capital Group
Washington
$421K +$86.8K +1,000 +28%
PWG
2003
Private Wealth Group
Florida
$421K +$9.38K +108 +2%
S
2004
Sunpointe
Missouri
$421K +$30.2K +348 +8%
SI
2005
Saxon Interests
Texas
$420K +$27.9K +321 +8%
BWP
2006
Bernardo Wealth Planning
Pennsylvania
$419K +$25.3K +291 +7%
AFA
2007
AA Financial Advisors
Ohio
$418K -$34.1K -393 -8%
LWM
2008
LeConte Wealth Management
Tennessee
$417K +$30.2K +348 +8%
ATS
2009
Ashton Thomas Securities
New York
$416K +$260 +3 +0.1%
FWM
2010
Focused Wealth Management
New York
$416K -$42.2K -486 -10%
JWWM
2011
Johnson & White Wealth Management
Pennsylvania
$416K -$2.95K -34 -0.8%
BBW
2012
Blue Barn Wealth
Utah
$415K -$227K -2,614 -37%
LIP
2013
Lynch Investment Planning
Pennsylvania
$415K +$386K +4,451 New
SEP
2014
Southland Equity Partners
Missouri
$414K +$521 +6 +0.1%
FHC
2015
First Heartland Consultants
Missouri
$414K -$30.5K -351 -7%
SF
2016
Symphony Financial
Texas
$414K +$4.17K +48 +1%
TAP
2017
TSG Advice Partners
Ohio
$414K +$386K +4,441 New
OFW
2018
Omnia Family Wealth
Florida
$414K – – –
LAM
2019
Lewis Asset Management
California
$413K – – –
NCM
2020
Narwhal Capital Management
Georgia
$413K – – –
SI
2021
Seeds Investor
New York
$413K +$28.8K +332 +8%
EC
2022
EdgeRock Capital
Colorado
$413K +$25K +288 +7%
FAB
2023
First American Bank
Illinois
$412K – – –
PWM
2024
Partners Wealth Management
California
$412K – – –
KLWA
2025
Kelly Lawrence W & Associates
California
$410K – – –
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