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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1976
Southeast Asset Advisors
Georgia
– -$383K -7,111 Closed
WC
1977
Weil Company
California
– -$381K -7,076 Closed
DIA
1978
Dean Investment Associates
Ohio
– -$380K -7,054 Closed
MCM
1979
Murphy Capital Management
New Jersey
– -$379K -7,053 Closed
ADBIC
1980
A.D. Beadell Investment Counsel
Wisconsin
– -$377K -7,025 Closed
HFP
1981
Holistic Financial Partners
Indiana
– -$375K -6,967 Closed
NFG
1982
Nations Financial Group
Iowa
– -$374K -6,952 Closed
KA
1983
Kovack Advisors
Florida
– -$374K -6,943 Closed
SAM
1984
Secure Asset Management
Michigan
– -$370K -6,883 Closed
BFIC
1985
Bedell Frazier Investment Counselling
California
– -$344K -6,823 Closed
CFW
1986
CA Family Wealth
California
– -$367K -6,815 Closed
WI
1987
Wintrust Investments
Illinois
– -$364K -6,765 Closed
LC
1988
LCNB Corp
Ohio
– -$361K -6,719 Closed
RG
1989
Rikoon Group
New Mexico
– -$360K -6,688 Closed
OWIM
1990
Old West Investment Management
California
– -$357K -6,637 Closed
DA
1991
Detalus Advisors
Missouri
– -$355K -6,606 Closed
Aristotle Capital Management
1992
Aristotle Capital Management
California
– -$355K -6,600 Closed
EWM
1993
Evermay Wealth Management
Virginia
– -$355K -6,591 Closed
PWP
1994
Private Wealth Partners
California
– -$354K -6,586 Closed
BFG
1995
Bouchey Financial Group
New York
– -$352K -6,549 Closed
VA
1996
Valmark Advisers
Ohio
– -$352K -6,548 Closed
QCM
1997
Quantinno Capital Management
New York
– -$342K -6,360 Closed
AFC
1998
AFT Forsyth & Company
Florida
– -$342K -6,349 Closed
P
1999
&Partners
Tennessee
– -$340K -6,326 Closed
OFS
2000
OneAscent Financial Services
Alabama
– -$340K -6,314 Closed