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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
1976
Tillman Hartley LLC
Colorado
$291K – – –
CWM
1977
Centurion Wealth Management
Virginia
$291K -$751 -11 -0.3%
PSP
1978
Principal Street Partners
Tennessee
$290K +$44.8K +656 +19%
SCM
1979
Spring Capital Management
Texas
$290K +$282K +4,128 New
GCA
1980
Gradient Capital Advisors
California
$290K -$10.4K -152 -4%
CPC
1981
Consolidated Planning Corp
Georgia
$289K -$22.9K -336 -8%
PWG
1982
Private Wealth Group
Florida
$289K – – –
BBPWM
1983
Blue Bell Private Wealth Management
Pennsylvania
$289K -$7.3K -107 -3%
IIM
1984
Ipswich Investment Management
Massachusetts
$288K – – –
PR
1985
Payden & Rygel
California
$288K – – –
CGH
1986
CMG Global Holdings
Texas
$287K -$103K -1,510 -29%
TSWM
1987
Tyler-Stone Wealth Management
Ohio
$287K +$11K +161 +4%
PCH
1988
PGIM Custom Harvest
New Jersey
$287K +$279K +4,083 New
SI
1989
Saxon Interests
Texas
$287K -$23.1K -338 -8%
RIA
1990
Regal Investment Advisors
Michigan
$287K +$278K +4,079 New
SWM
1991
Stockman Wealth Management
Montana
$286K -$6.9K -101 -2%
CD
1992
Chapin Davis
Maryland
$285K – – –
TFCP
1993
Twin Focus Capital Partners
Massachusetts
$284K – – –
SP
1994
Stonebrook Private
Michigan
$284K +$16.9K +248 +7%
SPF
1995
South Plains Financial
Texas
$284K +$276K +4,038 New
OWA
1996
Octavia Wealth Advisors
Ohio
$283K -$24.9K -364 -8%
NDSI
1997
Newman Dignan & Sheerar Inc
Rhode Island
$283K – – –
VDI
1998
Vaughan David Investments
Illinois
$283K +$68 +1 +0%
JHP
1999
James Hambro & Partners
United Kingdom
$282K -$11.9K -175 -4%
SIA
2000
SGL Investment Advisors
Montana
$282K -$1.71K -25 -0.7%
78 79
80
81 82