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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GFL
1976
Granite FO LLC
New Hampshire
$4.61K
EAM
1977
Eukles Asset Management
Ohio
$4.31K
TLA
1978
Tanglewood Legacy Advisors
Texas
$4.27K
TFA
1979
Toth Financial Advisory
Virginia
$3.97K
PWMA
1980
Pension & Wealth Management Advisors
Massachusetts
$3.63K -$3.42K -85 -50%
CSWM
1981
Cassady Schiller Wealth Management
Ohio
$3.37K
DAL
1982
Delta Accumulation LLC
California
$3.12K
YAL
1983
Your Advocates Ltd
Texas
$3.1K +$40 +1 +1%
DAC
1984
Dividend Assets Capital
South Carolina
$3K -$53.9K -1,340 -94%
AA
1985
AlphaMark Advisors
Kentucky
$3K -$16.9K -420 -84%
FWA
1986
FSC Wealth Advisors
New York
$2.9K
AFG
1987
Albion Financial Group
Utah
$2.86K
RI
1988
Ridgewood Investments
New Jersey
$2.71K -$4.43K -110 -63%
CAM
1989
Chesapeake Asset Management
New York
$2.69K
EWP
1990
Elevation Wealth Partners
California
$2.56K
DWA
1991
Delos Wealth Advisors
Texas
$2.13K
CAM
1992
ClariVest Asset Management
California
$2K -$1.33K -33 -42%
VWM
1993
Valley Wealth Managers
New Jersey
$1.11K
UFF
1994
USA Financial Formulas
Michigan
$1.07K
SF
1995
Safeguard Financial
Wisconsin
$1K +$644 +16 New
Renaissance Technologies
1996
Renaissance Technologies
New York
-$125M -3,343,755 Closed
JMPWA
1997
JP Morgan Private Wealth Advisors
California
-$66.2M -1,771,453 Closed
Qube Research & Technologies (QRT)
1998
Qube Research & Technologies (QRT)
United Kingdom
-$57.1M -1,527,455 Closed
JCM
1999
Junto Capital Management
New York
-$34.7M -927,298 Closed
MAM
2000
Martingale Asset Management
Massachusetts
-$19.6M -523,197 Closed