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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1976
Fosun International
China
$438K +$408K +4,698 New
FCMT
1977
Founders Capital Management (Texas)
Texas
$438K – – –
CSC
1978
Caldwell Sutter Capital
California
$438K -$19.4K -224 -5%
GWA
1979
Gratus Wealth Advisors
Virginia
$438K +$174K +2,003 +74%
AA
1980
ALPS Advisors
Colorado
$437K +$22K +253 +6%
CPCM
1981
Cardinal Point Capital Management
Ontario, Canada
$436K – – –
WIM
1982
Warwick Investment Management
Texas
$435K -$25.9K -298 -6%
BGAI
1983
Bruce G. Allen Investments
Colorado
$435K -$28.8K -332 -7%
OWCM
1984
One Wealth Capital Management
Arizona
$433K +$37K +426 +10%
DG
1985
Diesslin Group
Texas
$432K +$402K +4,632 New
TWA
1986
Talisman Wealth Advisors
New Jersey
$432K -$15.4K -177 -4%
HNWAG
1987
High Net Worth Advisory Group
Florida
$431K -$12.4K -143 -3%
BI
1988
Ballast Inc
Kentucky
$429K +$26.6K +306 +7%
CFS
1989
CRA Financial Services
New Jersey
$429K +$4.08K +47 +1%
PC
1990
Prairiewood Capital
North Dakota
$428K – – –
MCWA
1991
Meadow Creek Wealth Advisors
Georgia
$427K +$85.1K +980 +27%
IQI
1992
Integrated Quantitative Investments
Washington
$427K +$398K +4,581 New
CFG
1993
Copley Financial Group
California
$427K -$5.3K -61 -1%
WAAG
1994
Wealth Alliance Advisory Group
Kansas
$426K +$1.3K +15 +0.3%
CGH
1995
CMG Global Holdings
Texas
$426K +$109K +1,251 +38%
NBWM
1996
North Berkeley Wealth Management
California
$426K +$31.7K +365 +9%
PSC
1997
Prentiss Smith & Co
Vermont
$425K – – –
SFB
1998
STAR Financial Bank
Indiana
$423K -$166K -1,910 -30%
ORC
1999
O'Rourke & Company
Massachusetts
$423K -$17.2K -198 -4%
BFA
2000
Beacon Financial Advisory
Ohio
$421K -$1.74K -20 -0.4%
78 79
80
81 82