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Wells Fargo

WFC

Market cap $261B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	BWM 1976 Baystate Wealth Management Boston, Massachusetts	$100K	-$5.2K	-92	-6%
1977	CWM 1977 Catamount Wealth Management Westport, Connecticut	$95K	–	–	–
1978	MCA 1978 Mercer Capital Advisers Little Silver, New Jersey	$93K	–	–	–
1979	PW 1979 Price Wealth Austin, Texas	$86K	+$80.9K	+1,432	New
1980	NC 1980 NewSquare Capital Newtown Square, Pennsylvania	$85K	+$69K	+1,221	+698%
1981	AAC 1981 Asset Advisors Corp Augusta, Georgia	$84K	–	–	–
1982	LWM 1982 Lenox Wealth Management Cincinnati, Ohio	$84K	–	–	–
1983	PO 1983 Private Ocean San Rafael, California	$84K	+$8.75K	+155	+13%
1984	CWM 1984 Cranbrook Wealth Management Bloomfield Hills, Michigan	$82K	–	–	–
1985	MPPLM 1985 Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$82K	+$76.2K	+1,349	New
1986	RFWA 1986 RPg Family Wealth Advisory Burlington, Massachusetts	$81.2K	+$19.2K	+340	+34%
1987	ECM 1987 Exchange Capital Management Ann Arbor, Michigan	$79K	-$39.1K	-692	-35%
1988	MIC 1988 MU Investments Company Tokyo, Japan	$78K	-$28.2K	-500	-28%
1989	AWA 1989 Acorn Wealth Advisors Grand Blanc, Michigan	$75K	+$68.1K	+1,205	New
1990	RCG 1990 Ruggie Capital Group Tavares, Florida	$73K	–	–	–
1991	CSC 1991 Cove Street Capital El Segundo, California	$68K	–	–	–
1992	PG 1992 Patten Group Chattanooga, Tennessee	$67K	–	–	–
1993	AIS 1993 Accurate Investment Solutions Seven Fields, Pennsylvania	$66K	+$113	+2	+0.2%
1994	TCCM 1994 Timber Creek Capital Management Boston, Massachusetts	$59K	–	–	–
1995	MUS 1995 Mitsubishi UFJ Securities Tokyo, Japan	$57K	+$24.3K	+430	+84%
1996	WAM 1996 Westport Asset Management Southport, Connecticut	$55K	–	–	–
1997	MCM 1997 Manchester Capital Management Manchester, Vermont	$52K	-$56.5K	-1,000	-54%
1998	TIM 1998 Tortoise Investment Management White Plains, New York	$50K	+$11K	+195	+31%
1999	PCA 1999 Providence Capital Advisors Charlotte, North Carolina	$50K	+$46.9K	+830	New
2000	PFO 2000 Pathstone Family Office Englewood, New Jersey	$49K	-$19.4K	-344	-30%

Wells Fargo WFC Market cap $261B

Wells Fargo

WFC

Market cap $261B