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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1976
Weil Company
California
-$381K -7,076 Closed
DIA
1977
Dean Investment Associates
Ohio
-$380K -7,054 Closed
MCM
1978
Murphy Capital Management
New Jersey
-$379K -7,053 Closed
ADBIC
1979
A.D. Beadell Investment Counsel
Wisconsin
-$377K -7,025 Closed
HFP
1980
Holistic Financial Partners
Indiana
-$375K -6,967 Closed
NFG
1981
Nations Financial Group
Iowa
-$374K -6,952 Closed
KA
1982
Kovack Advisors
Florida
-$374K -6,943 Closed
SAM
1983
Secure Asset Management
Michigan
-$370K -6,883 Closed
BFIC
1984
Bedell Frazier Investment Counselling
California
-$344K -6,823 Closed
CFW
1985
CA Family Wealth
California
-$367K -6,815 Closed
WI
1986
Wintrust Investments
Illinois
-$364K -6,765 Closed
LC
1987
LCNB Corp
Ohio
-$361K -6,719 Closed
RG
1988
Rikoon Group
New Mexico
-$360K -6,688 Closed
OWIM
1989
Old West Investment Management
California
-$357K -6,637 Closed
DA
1990
Detalus Advisors
Missouri
-$355K -6,606 Closed
Aristotle Capital Management
1991
Aristotle Capital Management
California
-$355K -6,600 Closed
EWM
1992
Evermay Wealth Management
Virginia
-$355K -6,591 Closed
PWP
1993
Private Wealth Partners
California
-$354K -6,586 Closed
BFG
1994
Bouchey Financial Group
New York
-$352K -6,549 Closed
VA
1995
Valmark Advisers
Ohio
-$352K -6,548 Closed
QCM
1996
Quantinno Capital Management
New York
-$342K -6,360 Closed
AFC
1997
AFT Forsyth & Company
Florida
-$342K -6,349 Closed
P
1998
&Partners
Tennessee
-$340K -6,326 Closed
OFS
1999
OneAscent Financial Services
Alabama
-$340K -6,314 Closed
MJP
2000
Michael J. Puzo
-$339K -6,300 Closed