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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1976
Sound Income Strategies
Florida
$33K +$12.7K +258 +60%
KFS
1977
Kelly Financial Services
Massachusetts
$32.9K -$24.5K -497 -42%
HWM
1978
Holloway Wealth Management
Florida
$31K – – –
CM
1979
Cornerstone Management
Georgia
$30.5K +$31.3K +636 New
GM
1980
GeoWealth Management
Illinois
$30K -$197 -4 -0.6%
CMA
1981
Cedar Mountain Advisors
Oregon
$30K – – –
IPW
1982
IronBridge Private Wealth
Texas
$30K – – –
AA
1983
Addison Advisors
Vermont
$30K +$18.1K +368 +141%
AWM
1984
AllSquare Wealth Management
New York
$29K – – –
M
1985
MOTCO
Texas
$29K – – –
RCM
1986
Raleigh Capital Management
North Carolina
$29K +$29.5K +600 New
TF
1987
TimeScale Financial
Massachusetts
$28K +$148 +3 +0.5%
KCM
1988
KRS Capital Management
Michigan
$28K +$29.7K +603 New
CA
1989
Centerpoint Advisors
Massachusetts
$27K – – –
BWM
1990
Baystate Wealth Management
Massachusetts
$27K +$5.02K +102 +22%
BCPWM
1991
Bradley & Co Private Wealth Management
Florida
$26K – – –
LPWM
1992
Lake Point Wealth Management
Texas
$26K – – –
GWA
1993
Gibson Wealth Advisors
Texas
$25K +$25.5K +518 New
LFA
1994
Level Financial Advisors
New York
$25K +$25.5K +518 New
RDIA
1995
RE Dickinson Investment Advisors
Iowa
$25K +$25.6K +520 New
CT
1996
Clearstead Trust
Maine
$24K -$3.5K -71 -12%
OSNBOA
1997
Old Second National Bank of Aurora
Illinois
$24K – – –
TVWM
1998
Tower View Wealth Management
Wisconsin
$24K – – –
RA
1999
Rational Advisors
New York
$24K +$13.6K +277 +125%
HH
2000
HWG Holdings
Texas
$24K +$24.5K +498 New
78 79
80
81 82