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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
2001
Wealth Alliance Advisory Group
Kansas
$363K -$1.29K -15 -0.3%
SI
2002
Seeds Investor
New York
$362K +$601 +7 +0.2%
EAN
2003
Excelsior Advisor Network
Colorado
$362K +$20.2K +235 +5%
MHC
2004
May Hill Capital
Massachusetts
$362K +$81.7K +951 +26%
CSC
2005
Caldwell Sutter Capital
California
$362K -$12.8K -149 -3%
IWAO
2006
Independence Wealth Advisors (Ohio)
Ohio
$362K +$131K +1,529 +51%
ORC
2007
O'Rourke & Company
Massachusetts
$361K +$258 +3 +0.1%
MAMU
2008
Myriad Asset Management US
Florida
$361K +$43.5K +506 +13%
S
2009
Sunpointe
Missouri
$360K +$601 +7 +0.2%
PWG
2010
Private Wealth Group
Florida
$359K – – –
PFA
2011
Professional Financial Advisors
Nebraska
$359K +$12.7K +148 +3%
BWP
2012
Bernardo Wealth Planning
Pennsylvania
$359K +$1.63K +19 +0.4%
EP
2013
Edgestream Partners
New Jersey
$357K -$373K -4,340 -49%
LIP
2014
Lynch Investment Planning
Pennsylvania
$356K +$2.15K +25 +0.6%
FHC
2015
First Heartland Consultants
Missouri
$355K +$1.72K +20 +0.4%
GKIM
2016
GW&K Investment Management
Massachusetts
$355K -$5.07K -59 -1%
JWWM
2017
Johnson & White Wealth Management
Pennsylvania
$355K -$515 -6 -0.1%
GSWM
2018
Golden State Wealth Management
California
$355K -$25.1K -292 -6%
AIM
2019
Avity Investment Management
Connecticut
$354K +$34.4K +400 +10%
SEP
2020
Southland Equity Partners
Missouri
$354K -$258 -3 -0.1%
LAM
2021
Lewis Asset Management
California
$353K – – –
NCM
2022
Narwhal Capital Management
Georgia
$353K – – –
WMA
2023
Wealth Management Associates
New Jersey
$352K -$51K -594 -12%
FAB
2024
First American Bank
Illinois
$352K – – –
SIG
2025
Sargent Investment Group
Maryland
$352K +$13.7K +160 +4%
79 80
81
82 83