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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1976
Westshore Wealth
California
– -$335K -7,394 Closed
JF
1977
Jump Financial
Illinois
– -$328K -7,244 Closed
BWM
1978
BigSur Wealth Management
Florida
– -$317K -7,000 Closed
TA
1979
Tectonic Advisors
Texas
– -$306K -6,752 Closed
EWM
1980
Empirical Wealth Management
Washington
– -$304K -6,707 Closed
TC
1981
Telemus Capital
Michigan
– -$286K -6,305 Closed
DWM
1982
Destination Wealth Management
California
– -$274K -6,040 Closed
II
1983
Ibex Investors
Colorado
– -$268K -5,916 Closed
WJA
1984
Willis Johnson & Associates
Texas
– -$256K -5,656 Closed
MIM
1985
MTM Investment Management
South Carolina
– -$254K -5,609 Closed
MC
1986
Machina Capital
France
– -$254K -5,600 Closed
KWM
1987
Keebeck Wealth Management
Illinois
– -$245K -5,419 Closed
CCG
1988
Capital CS Group
California
– -$241K -5,322 Closed
PAMP
1989
Polar Asset Management Partners
Ontario, Canada
– -$238K -5,260 Closed
MAM
1990
Madison Asset Management
Wisconsin
– -$236K -5,218 Closed
CFA
1991
Capstone Financial Advisors
Illinois
– -$232K -5,125 Closed
HC
1992
Hourglass Capital
Texas
– -$226K -5,000 Closed
OA
1993
Oxbow Advisors
Texas
– -$225K -4,978 Closed
LWM
1994
Lyell Wealth Management
California
– -$221K -4,891 Closed
WPC
1995
Waters Parkerson & Co
Louisiana
– -$221K -4,883 Closed
PCIA
1996
Prime Capital Investment Advisors
Kansas
– -$219K -4,844 Closed
ARC
1997
Advisor Resource Council
Texas
– -$214K -4,717 Closed
CF
1998
Copperwynd Financial
Arizona
– -$213K -4,699 Closed
PT
1999
Plimoth Trust
Massachusetts
– -$212K -4,680 Closed
NG
2000
Northstar Group
New York
– -$209K -4,599 Closed
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