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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1976
Hanson & Doremus Investment Management
Vermont
$25K +$6.15K +125 +32%
OFS
1977
Orrstown Financial Services
Pennsylvania
$25K +$14.1K +287 +126%
CFN
1978
Cordasco Financial Network
Florida
$24K – – –
PCM
1979
Penserra Capital Management
California
$24K +$24.5K +498 New
RAM
1980
Riggs Asset Management
Pennsylvania
$23K – – –
TCM
1981
TD Capital Management
Tennessee
$21K -$246 -5 -1%
RTC
1982
Riverview Trust Company
Washington
$21K +$21.2K +432 New
SIS
1983
Sound Income Strategies
Florida
$20K – – –
LFG
1984
Larson Financial Group
Missouri
$20K +$148 +3 +0.7%
SHIM
1985
Stone House Investment Management
Pennsylvania
$20K +$20K +406 New
PCA
1986
Providence Capital Advisors
North Carolina
$17K +$4.28K +87 +34%
RWM
1987
Raffa Wealth Management
District of Columbia
$16.3K – – –
BAM
1988
Bruderman Asset Management
New York
$14K – – –
CAL
1989
Capital Advisors Ltd
Ohio
$14K – – –
CBT
1990
Central Bank & Trust
Kentucky
$14K – – –
BBA
1991
Braun-Bostich & Associates
Pennsylvania
$13K – – –
AWM
1992
AllSquare Wealth Management
New York
$12K – – –
1NWS
1993
1 North Wealth Services
Maryland
$12K +$6.59K +134 +117%
HWM
1994
Holloway Wealth Management
Florida
$11K – – –
GWA
1995
Guidant Wealth Advisors
Illinois
$11K +$885 +18 +9%
EAM
1996
Eukles Asset Management
Ohio
$11K +$4.43K +90 +63%
DPA
1997
Delphi Private Advisors
California
$10K – – –
LYV
1998
Live Your Vision
Pennsylvania
$10K +$4.53K +92 +66%
SPL
1999
Smart Portfolios LLC
Washington
$10K +$10K +204 New
APSP
2000
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
78 79
80
81 82