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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1976
Allen Mooney & Barnes Investment Advisors
Georgia
$355K +$12.3K +152 +4%
VV
1977
Verity & Verity
South Carolina
$355K – – –
OWCM
1978
One Wealth Capital Management
Arizona
$354K +$342K +4,220 New
FA
1979
Fedenia Advisers
Wisconsin
$354K +$27.2K +335 +9%
FWI
1980
Facet Wealth Inc
Maryland
$353K +$92.4K +1,140 +37%
WPW
1981
Waldron Private Wealth
Pennsylvania
$353K -$21K -259 -6%
NBWM
1982
North Berkeley Wealth Management
California
$352K -$25.1K -309 -7%
BWP
1983
Bernardo Wealth Planning
Pennsylvania
$352K +$3.57K +44 +1%
LFA
1984
Laraway Financial Advisors
Minnesota
$350K +$81 +1 +0%
ACP
1985
Argyle Capital Partners
California
$350K -$50.9K -628 -13%
EA
1986
Evolution Advisers
Virginia
$350K – – –
OWA
1987
Octavia Wealth Advisors
Ohio
$350K +$58.1K +717 +21%
GBT
1988
Grove Bank & Trust
Florida
$349K – – –
S
1989
Sunpointe
Missouri
$349K +$24.3K +300 +8%
RIA
1990
Regal Investment Advisors
Michigan
$349K +$54.7K +674 +19%
CWM
1991
Centurion Wealth Management
Virginia
$349K -$4.7K -58 -1%
CAG
1992
Centerpoint Advisory Group
Kansas
$349K – – –
EIP
1993
Ellis Investment Partners
Pennsylvania
$348K +$81 +1 +0%
CPWA
1994
Cerro Pacific Wealth Advisors
California
$348K -$61.5K -759 -15%
THL
1995
Tillman Hartley LLC
Colorado
$348K – – –
EC
1996
EdgeRock Capital
Colorado
$347K +$4.7K +58 +1%
NWM
1997
Northcape Wealth Management
New York
$347K -$324 -4 -0.1%
BBPWM
1998
Blue Bell Private Wealth Management
Pennsylvania
$346K -$2.6K -32 -0.8%
LWM
1999
LeConte Wealth Management
Tennessee
$346K +$64.5K +795 +24%
BW
2000
BXM Wealth
Colorado
$345K +$46.4K +572 +16%
78 79
80
81 82