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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1976
Reliant Investment Management
Tennessee
– -$345K -7,620 Closed
WW
1977
Westshore Wealth
California
– -$335K -7,394 Closed
JF
1978
Jump Financial
Illinois
– -$328K -7,244 Closed
BWM
1979
BigSur Wealth Management
Florida
– -$317K -7,000 Closed
TA
1980
Tectonic Advisors
Texas
– -$306K -6,752 Closed
EWM
1981
Empirical Wealth Management
Washington
– -$304K -6,707 Closed
TC
1982
Telemus Capital
Michigan
– -$286K -6,305 Closed
DWM
1983
Destination Wealth Management
California
– -$274K -6,040 Closed
II
1984
Ibex Investors
Colorado
– -$268K -5,916 Closed
WJA
1985
Willis Johnson & Associates
Texas
– -$256K -5,656 Closed
MIM
1986
MTM Investment Management
South Carolina
– -$254K -5,609 Closed
MC
1987
Machina Capital
France
– -$254K -5,600 Closed
KWM
1988
Keebeck Wealth Management
Illinois
– -$245K -5,419 Closed
CCG
1989
Capital CS Group
California
– -$241K -5,322 Closed
PAMP
1990
Polar Asset Management Partners
Ontario, Canada
– -$238K -5,260 Closed
MAM
1991
Madison Asset Management
Wisconsin
– -$236K -5,218 Closed
CFA
1992
Capstone Financial Advisors
Illinois
– -$232K -5,125 Closed
HC
1993
Hourglass Capital
Texas
– -$226K -5,000 Closed
OA
1994
Oxbow Advisors
Texas
– -$225K -4,978 Closed
LWM
1995
Lyell Wealth Management
California
– -$221K -4,891 Closed
WPC
1996
Waters Parkerson & Co
Louisiana
– -$221K -4,883 Closed
PCIA
1997
Prime Capital Investment Advisors
Kansas
– -$219K -4,844 Closed
ARC
1998
Advisor Resource Council
Texas
– -$214K -4,717 Closed
CF
1999
Copperwynd Financial
Arizona
– -$213K -4,699 Closed
PT
2000
Plimoth Trust
Massachusetts
– -$212K -4,680 Closed
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