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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFF
1976
Byrne Financial Freedom
Massachusetts
$405K -$3.54K -44 -0.9%
NPT
1977
Nixon Peabody Trust
Massachusetts
$404K +$55.6K +692 +16%
CDDEC
1978
Caisse Des Depots Et Consignations
France
$404K -$7.53M -93,679 -95%
FWP
1979
Flatrock Wealth Partners
California
$404K +$393K +4,891 New
LIP
1980
Lynch Investment Planning
Pennsylvania
$403K +$32.1K +400 +9%
NG
1981
Novem Group
New York
$402K +$4.74K +59 +1%
AWMM
1982
Aegis Wealth Management (Maryland)
Maryland
$402K +$391K +4,864 New
LCM
1983
Laurion Capital Management
New York
$400K +$389K +4,841 New
WH
1984
Willner & Heller
California
$400K -$23.7K -295 -6%
BCM
1985
Buckhead Capital Management
Georgia
$399K – – –
MW
1986
Maia Wealth
Colorado
$399K -$83.6K -1,040 -18%
OMIC
1987
Old Mission Investment Co
Michigan
$398K +$8.2K +102 +2%
OFW
1988
Omnia Family Wealth
Florida
$397K +$115K +1,435 +43%
CCG
1989
Cypress Capital Group
Florida
$396K – – –
AW
1990
Avion Wealth
Texas
$396K +$10.1K +126 +3%
HAIM
1991
Hunter Associates Investment Management
Pennsylvania
$396K +$386K +4,802 New
DSC
1992
Duncker Streett & Co
Missouri
$393K -$8.12K -101 -2%
AFA
1993
AA Financial Advisors
Ohio
$393K -$14.9K -186 -4%
BGAI
1994
Bruce G. Allen Investments
Colorado
$392K -$7.39K -92 -2%
NBWM
1995
North Berkeley Wealth Management
California
$391K -$2.01K -25 -0.5%
RFA
1996
Register Financial Advisors
Georgia
$390K -$81.9K -1,019 -18%
RIM
1997
RW Investment Management
Idaho
$389K -$44.2K -550 -10%
IB
1998
Intrust Bank
Kansas
$389K -$48.9K -608 -11%
BWP
1999
Bernardo Wealth Planning
Pennsylvania
$389K +$15.8K +196 +4%
PWA
2000
Prairie Wealth Advisors
Nebraska
$389K – – –
78 79
80
81 82