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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
CarsonAllaria Wealth Management
Illinois
$298K -$5.93K -79 -2%
EIP
1977
Ellis Investment Partners
Pennsylvania
$298K -$4.58K -61 -1%
LWCFA
1978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K -$3.15K -42 -0.9%
THL
1979
Tillman Hartley LLC
Colorado
$298K – – –
SWM
1980
Stockman Wealth Management
Montana
$297K +$5.56K +74 +2%
GCA
1981
Gradient Capital Advisors
California
$297K +$1.05K +14 +0.3%
FC
1982
Farringdon Capital
United Kingdom
$297K +$311K +4,139 New
BBPWM
1983
Blue Bell Private Wealth Management
Pennsylvania
$296K +$1.5K +20 +0.5%
SF
1984
Slagle Financial
Illinois
$296K -$48.7K -648 -14%
IIM
1985
Ipswich Investment Management
Massachusetts
$294K – – –
LCS
1986
Levin Capital Strategies
New York
$294K -$15K -200 -5%
BWP
1987
Bernardo Wealth Planning
Pennsylvania
$294K +$16.5K +220 +6%
PSP
1988
Principal Street Partners
Tennessee
$294K -$3.15K -42 -1%
AMBIA
1989
Allen Mooney & Barnes Investment Advisors
Georgia
$294K -$4.36K -58 -1%
MA
1990
MKT Advisors
California
$294K -$1.88K -25 -0.5%
BMO
1991
Beck Mack & Oliver
New York
$293K +$38.3K +510 +14%
SI
1992
Saxon Interests
Texas
$293K +$75 +1 +0%
CWM
1993
Centurion Wealth Management
Virginia
$291K – – –
GBT
1994
Grove Bank & Trust
Florida
$291K +$71.8K +957 +31%
TFCP
1995
Twin Focus Capital Partners
Massachusetts
$291K – – –
SCM
1996
Stordahl Capital Management
Colorado
$291K +$8.48K +113 +3%
FPF
1997
First Pacific Financial
Washington
$290K +$12.5K +166 +4%
HBW
1998
Hazlett, Burt & Watson
West Virginia
$290K +$64.9K +865 +27%
CNB
1999
Camden National Bank
Maine
$290K +$13K +173 +4%
FFA
2000
Fi3 Financial Advisors
Indiana
$290K +$13.7K +182 +5%
78 79
80
81 82