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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
1976
Tillman Hartley LLC
Colorado
$332K – – –
NWM
1977
Northcape Wealth Management
New York
$332K +$78.7K +1,091 +36%
KWM
1978
KFG Wealth Management
Indiana
$330K +$297K +4,123 New
IIM
1979
Ipswich Investment Management
Massachusetts
$329K – – –
KFS
1980
Keynote Financial Services
Connecticut
$328K -$9.01K -125 -3%
LCS
1981
Levin Capital Strategies
New York
$328K – – –
AWC
1982
Abundance Wealth Counselors
Pennsylvania
$328K +$72.1K +1,000 +32%
MCA
1983
Magnolia Capital Advisors
Mississippi
$328K +$37.6K +521 +15%
SIG
1984
Sargent Investment Group
Maryland
$328K -$2.52K -35 -0.8%
EC
1985
EdgeRock Capital
Colorado
$327K +$294K +4,083 New
HIMC
1986
Heritage Investors Management Corp
Maryland
$327K +$294K +4,081 New
AMBIA
1987
Allen Mooney & Barnes Investment Advisors
Georgia
$327K -$865 -12 -0.3%
CWM
1988
CarsonAllaria Wealth Management
Illinois
$327K -$5.48K -76 -2%
TSWM
1989
Tyler-Stone Wealth Management
Ohio
$326K -$20.7K -287 -7%
SIM
1990
SSI Investment Management
California
$325K -$202K -2,805 -41%
SCM
1991
Stordahl Capital Management
Colorado
$324K – – –
TFCP
1992
Twin Focus Capital Partners
Massachusetts
$324K – – –
HA
1993
HFG Advisors
Ohio
$324K +$291K +4,038 New
PWM
1994
Power Wealth Management
Georgia
$323K +$42.8K +593 +17%
PCA
1995
Peddock Capital Advisors
Massachusetts
$322K – – –
CAL
1996
Capital Analysts LLC
Pennsylvania
$322K +$288 +4 +0.1%
JHP
1997
James Hambro & Partners
United Kingdom
$322K – – –
IAG
1998
Investment Advisory Group
Massachusetts
$321K +$58K +804 +25%
TI
1999
tru Independence
Oregon
$321K -$18K -250 -6%
FFA
2000
First Foundation Advisors
California
$321K +$289K +4,003 New
78 79
80
81 82