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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1976
Optimum Investment Advisors
Illinois
$62.8K -$129 -3 -0.2%
AT
1977
Avalon Trust
New Mexico
$62.4K
FCT
1978
First Community Trust
Iowa
$62.4K -$25.9K -600 -32%
RAM
1979
Ramirez Asset Management
New York
$61.2K
FGA
1980
Fortis Group Advisors
New Jersey
$61K +$26.8K +620 +100%
IRAG
1981
Investment Research & Advisory Group
Georgia
$60.3K
BONH
1982
Bank of New Hampshire
New Hampshire
$60K
WAM
1983
WFA Asset Management
Wisconsin
$59.4K -$22.3K -516 -30%
ME
1984
McIlrath & Eck
Washington
$58.8K
CHC
1985
City Holding Co
West Virginia
$57.1K
GWSG
1986
GPS Wealth Strategies Group
Colorado
$52.6K
MCM
1987
MidAtlantic Capital Management
Virginia
$52.6K +$46.1K +1,068 New
AFS
1988
Annapolis Financial Services
Maryland
$51.9K -$10.7K -247 -19%
AWM
1989
Atticus Wealth Management
Florida
$51.7K
OP
1990
ORG Partners
Indiana
$51.4K -$9.32K -216 -17%
Loomis, Sayles & Company
1991
Loomis, Sayles & Company
Massachusetts
$51K -$2.24K -52 -5%
CAM
1992
Creekmur Asset Management
Illinois
$49.5K +$43.4K +1,006 New
AIM
1993
Arcadia Investment Management
Michigan
$49.2K -$9.71K -225 -18%
WAM
1994
Westport Asset Management
Connecticut
$49.2K
SAG
1995
Spotlight Asset Group
Illinois
$49K
KFP
1996
Keener Financial Planning
Texas
$49K +$43.2K +1,000 New
RFS
1997
Richardson Financial Services
Massachusetts
$49K +$42.9K +995 New
FDCP
1998
Foster Dykema Cabot & Partners
Massachusetts
$48.2K +$42.2K +979 New
PAG
1999
Paladin Advisory Group
Iowa
$47.2K
BCMLT
2000
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.5K -$20K -464 -29%