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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1976
Grove Bank & Trust
Florida
$187K +$17.2K +304 +10%
RA
1977
Rise Advisors
New York
$187K -$25K -442 -12%
CAL
1978
Capital Advisors Ltd
Ohio
$185K -$3.22K -57 -2%
HC
1979
Hara Capital
Washington
$183K -$34.2K -604 -16%
CAL
1980
Capital Analysts LLC
Pennsylvania
$183K +$6.73K +119 +4%
PH
1981
Pinnacle Holdings
Oklahoma
$181K -$35.6K -629 -16%
NIC
1982
Northwest Investment Counselors
Oregon
$180K -$10.7K -190 -6%
HBW
1983
Hazlett, Burt & Watson
West Virginia
$179K -$29.3K -518 -14%
PS
1984
Planned Solutions
California
$178K +$178K +3,144 New
BIA
1985
Bell Investment Advisors
California
$177K
ATS
1986
Ashton Thomas Securities
New York
$176K +$176K +3,116 New
GS
1987
Gagnon Securities
New York
$173K +$173K +3,056 New
SWA
1988
SOA Wealth Advisors
New York
$168K
ITFISA
1989
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$168K -$196K -3,469 -54%
TFIPS
1990
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K
PAG
1991
Paladin Advisory Group
Iowa
$166K +$112K +1,986 +207%
CFD
1992
Creative Financial Designs
Indiana
$164K -$3.62K -64 -2%
WFA
1993
West Financial Advisors
Iowa
$163K -$19.8K -350 -11%
ACA
1994
American Capital Advisory
Idaho
$161K +$452 +8 +0.3%
CCA
1995
Catalyst Capital Advisors
New York
$160K +$160K +2,824 New
PIA
1996
Powell Investment Advisors
Florida
$159K
PCWA
1997
Pacific Capital Wealth Advisors
California
$158K +$4.69K +83 +3%
WPA
1998
West Paces Advisors
Georgia
$158K
VWM
1999
Venturi Wealth Management
Texas
$157K +$28K +495 +22%
CIR
2000
Clear Investment Research
Georgia
$154K