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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
Trust Company
Kansas
$135K +$13.1K +250 +12%
PCWA
1977
Pacific Capital Wealth Advisors
California
$134K +$2.56K +49 +2%
VCM
1978
Versant Capital Management
Arizona
$133K +$262 +5 +0.2%
MUMSS
1979
Mitsubishi UFJ Morgan Stanley Securities
Japan
$128K +$115K +2,200 New
JGIA
1980
Jackson Grant Investment Advisers
Connecticut
$127K – – –
SWM
1981
Sugarloaf Wealth Management
Georgia
$124K -$5.18K -99 -4%
VAMG
1982
Voisard Asset Management Group
Michigan
$120K – – –
BFPW
1983
BOK Financial Private Wealth
Colorado
$118K – – –
SR
1984
Syntax Research
Florida
$118K – – –
CA
1985
Centerpoint Advisors
Massachusetts
$117K +$59.5K +1,137 +128%
GFPC
1986
Global Financial Private Client
Florida
$116K – – –
CYG
1987
Clean Yield Group
Vermont
$116K – – –
SOAMC
1988
Spirit of America Management Corp
New York
$116K – – –
LTI
1989
Laffer Tengler Investments
Tennessee
$115K +$4.13K +79 +4%
AA
1990
AlphaCentric Advisors
Puerto Rico
$113K -$13.2K -252 -11%
DIP
1991
DT Investment Partners
Pennsylvania
$112K – – –
CWC
1992
Carolinas Wealth Consulting
North Carolina
$112K +$18.5K +353 +22%
TSWM
1993
Tyler-Stone Wealth Management
Ohio
$110K -$994 -19 -1%
JEST
1994
JTC Employer Solutions Trustee
Jersey
$110K – – –
ACA
1995
American Capital Advisory
Idaho
$106K -$523 -10 -0.4%
WAS
1996
Winch Advisory Services
Wisconsin
$106K +$523 +10 +0.6%
GCM
1997
Gables Capital Management
Florida
$104K – – –
RA
1998
Rational Advisors
New York
$103K -$55.5K -1,060 -37%
ANBT
1999
American National Bank & Trust
Texas
$103K -$34.6K -662 -27%
LFG
2000
Larson Financial Group
Missouri
$100K -$42.4K -810 -32%
78 79
80
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