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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1976
Versant Capital Management
Arizona
$98K +$8.12K +155 +9%
GCM
1977
Gables Capital Management
Florida
$97K – – –
CIR
1978
Clear Investment Research
Georgia
$96K -$2.46K -47 -3%
SA
1979
SRH Advisors
Kansas
$96K – – –
AssetMark Inc
1980
AssetMark Inc
California
$95K +$6.91K +132 +8%
LWA
1981
Lenox Wealth Advisors
New York
$95K +$14.2K +272 +18%
AIC
1982
Archer Investment Corporation
Indiana
$95K +$55.8K +1,066 +151%
BDWM
1983
Brewin Dolphin Wealth Management
Ireland
$94.2K – – –
PCA
1984
Providence Capital Advisors
North Carolina
$91K -$2.84M -54,131 -97%
GG
1985
Gleason Group
Kentucky
$91K +$88.8K +1,696 New
QAM
1986
QCI Asset Management
New York
$90K -$119K -2,266 -57%
CCM
1987
Cribstone Capital Management
Maine
$87K -$183K -3,485 -68%
LWM
1988
Lenox Wealth Management
Ohio
$87K +$14.4K +275 +20%
FMTCOCP
1989
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K – – –
PCM
1990
Penserra Capital Management
California
$84K -$1.28M -24,369 -94%
JWA
1991
JFS Wealth Advisors
Pennsylvania
$77K – – –
EIP
1992
Ellis Investment Partners
Pennsylvania
$76K – – –
MF
1993
Manchester Financial
California
$75K +$73.4K +1,402 New
CWM
1994
Cranbrook Wealth Management
Michigan
$72K – – –
FGAM
1995
Financial Gravity Asset Management
Texas
$72K +$1.78K +34 +5%
VRM
1996
Vectors Research Management
New York
$71K +$21.6K +412 +45%
LF
1997
Lee Financial
Texas
$70K +$629 +12 +0.9%
TT
1998
TI-Trust
Illinois
$70K +$68.3K +1,305 New
PGAM
1999
Princeton Global Asset Management
New Jersey
$68K +$66.6K +1,271 New
APWM
2000
Atlas Private Wealth Management
New York
$68K +$66.7K +1,273 New