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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1976
Providence Capital Advisors
North Carolina
$12K -$14.5K -283 -53%
BAMG
1977
Brand Asset Management Group
Missouri
$12K – – –
WIM
1978
Westside Investment Management
California
$12K -$44.5K -868 -77%
AWM
1979
AllSquare Wealth Management
New York
$11K -$94.8K -1,850 -89%
KL
1980
KWMG LLC
Kansas
$11K -$717 -14 -6%
OFS
1981
Orrstown Financial Services
Pennsylvania
$11K – – –
DPA
1982
Delphi Private Advisors
California
$10K – – –
LPWM
1983
Lake Point Wealth Management
Texas
$10K +$10.9K +213 New
GWA
1984
Guidant Wealth Advisors
Illinois
$9K -$3.23K -63 -24%
APSP
1985
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
IAS
1986
INR Advisory Services
Pennsylvania
$9K +$10.4K +203 New
CH
1987
Canton Hathaway
Rhode Island
$8K – – –
EWM
1988
Elmwood Wealth Management
California
$8K – – –
LPC
1989
Loeb Partners Corp
New York
$8K +$8.71K +170 New
LYV
1990
Live Your Vision
Pennsylvania
$7K – – –
EAM
1991
Eukles Asset Management
Ohio
$7K +$7.38K +144 New
CFA
1992
Clarfeld Financial Advisors
New York
$7K +$7.94K +155 New
PRC
1993
Pearl River Capital
Michigan
$7K +$8.04K +157 New
SIA
1994
SeaBridge Investment Advisors
New Jersey
$6K – – –
BHWM
1995
Bay Harbor Wealth Management
Maryland
$6K +$7.22K +141 New
SGS
1996
Sterling Global Strategies
California
$5.71K +$6.35K +124 New
CAL
1997
Capital Analysts LLC
Pennsylvania
$5K -$128K -2,499 -96%
MFT
1998
Moisand Fitzgerald Tamayo
Florida
$5K -$8.04K -157 -60%
1NWS
1999
1 North Wealth Services
Maryland
$5K +$5.89K +115 New
CWA
2000
Clarus Wealth Advisors
Arizona
$4K -$3.64K -71 -46%
78 79
80
81 82