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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
1976
Seven Eight Capital
New York
– -$954K -31,600 Closed
WANY
1977
Wealthspire Advisors (New York)
New York
– -$1.03M -26,441 Closed
GC
1978
Gruss & Co
Florida
– -$977K -25,000 Closed
XS
1979
XR Securities
Illinois
– -$927K -20,765 Closed
SM
1980
SG3 Management
Puerto Rico
– -$764K -17,105 Closed
CWM
1981
Centric Wealth Management
Illinois
– -$654K -16,752 Closed
GTCM
1982
Gyon Technologies Capital Management
New Jersey
– -$636K -16,275 Closed
SA
1983
Springowl Associates
New York
– -$625K -16,000 Closed
RAM
1984
Redmond Asset Management
Virginia
– -$604K -15,478 Closed
FRM
1985
Fox Run Management
Connecticut
– -$596K -15,261 Closed
FLPIM
1986
F.L. Putnam Investment Management
Massachusetts
– -$539K -13,800 Closed
VI
1987
Versor Investments
New York
– -$527K -13,500 Closed
SIAG
1988
Signet Investment Advisory Group
Rhode Island
– -$505K -12,920 Closed
WCA
1989
Waratah Capital Advisors
Ontario, Canada
– -$504K -12,911 Closed
RCM
1990
Radnor Capital Management
Pennsylvania
– -$503K -12,874 Closed
OQS
1991
Occudo Quantitative Strategies
Florida
– -$494K -12,655 Closed
DTL
1992
Dynamic Technology Lab
Singapore
– -$494K -12,643 Closed
ESCM
1993
Echo Street Capital Management
New York
– -$460K -11,781 Closed
EI
1994
Ethic Inc
New York
– -$437K -11,183 Closed
CMO
1995
Covenant Multifamily Offices
Texas
– -$429K -10,991 Closed
APG
1996
Abacus Planning Group
South Carolina
– -$413K -10,565 Closed
CAM
1997
Columbia Asset Management
Michigan
– -$410K -10,503 Closed
HF
1998
HRT Financial
New York
– -$463K -10,375 Closed
BM
1999
Brandywine Managers
Delaware
– -$397K -10,160 Closed
CFO
2000
Colony Family Offices
North Carolina
– -$397K -10,150 Closed
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80
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