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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1976
Gables Capital Management
Florida
$97K
CIR
1977
Clear Investment Research
Georgia
$96K -$2.46K -47 -3%
SA
1978
SRH Advisors
Kansas
$96K
AssetMark Inc
1979
AssetMark Inc
California
$95K +$6.91K +132 +8%
LWA
1980
Lenox Wealth Advisors
New York
$95K +$14.2K +272 +18%
AIC
1981
Archer Investment Corporation
Indiana
$95K +$55.8K +1,066 +151%
BDWM
1982
Brewin Dolphin Wealth Management
Ireland
$94.2K
PCA
1983
Providence Capital Advisors
North Carolina
$91K -$2.84M -54,131 -97%
GG
1984
Gleason Group
Kentucky
$91K +$88.8K +1,696 New
QAM
1985
QCI Asset Management
New York
$90K -$119K -2,266 -57%
CCM
1986
Cribstone Capital Management
Maine
$87K -$183K -3,485 -68%
LWM
1987
Lenox Wealth Management
Ohio
$87K +$14.4K +275 +20%
FMTCOCP
1988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K
PCM
1989
Penserra Capital Management
California
$84K -$1.28M -24,369 -94%
JWA
1990
JFS Wealth Advisors
Pennsylvania
$77K
EIP
1991
Ellis Investment Partners
Pennsylvania
$76K
MF
1992
Manchester Financial
California
$75K +$73.4K +1,402 New
CWM
1993
Cranbrook Wealth Management
Michigan
$72K
FGAM
1994
Financial Gravity Asset Management
Texas
$72K +$1.78K +34 +5%
VRM
1995
Vectors Research Management
New York
$71K +$21.6K +412 +45%
LF
1996
Lee Financial
Texas
$70K +$629 +12 +0.9%
TT
1997
TI-Trust
Illinois
$70K +$68.3K +1,305 New
PGAM
1998
Princeton Global Asset Management
New Jersey
$68K +$66.6K +1,271 New
APWM
1999
Atlas Private Wealth Management
New York
$68K +$66.7K +1,273 New
SFSIG
2000
San Francisco Sentry Investment Group
California
$67K -$13.1K -250 -17%