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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1976
Bruce G. Allen Investments
Colorado
$385K +$14.7K +171 +4%
AWAU
1977
Alliance Wealth Advisors (Utah)
Utah
$385K -$281K -3,268 -40%
BCM
1978
Buckhead Capital Management
Georgia
$384K -$5.67K -66 -1%
SIAG
1979
Safeguard Investment Advisory Group
California
$384K +$7.64K +89 +2%
USWIA
1980
UP Strategic Wealth Investment Advisors
Pennsylvania
$384K +$172K +2,000 +70%
NG
1981
Novem Group
New York
$383K -$120K -1,400 -23%
GITFIT
1982
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$382K – – –
CCG
1983
Cypress Capital Group
Florida
$382K +$57.2K +666 +16%
FFC
1984
Frederick Financial Consultants
Maryland
$381K +$119K +1,383 +41%
GIPW
1985
Granite Islands Private Wealth
Connecticut
$379K -$278K -3,240 -40%
NBWM
1986
North Berkeley Wealth Management
California
$378K +$15.9K +185 +4%
WETS
1987
Wealth Enhancement Trust Services
South Dakota
$378K +$204K +2,379 +101%
OAS
1988
Optivise Advisory Services
Tennessee
$377K -$34.1K -397 -8%
CPW
1989
Cogent Private Wealth
Florida
$377K +$35.4K +412 +10%
SAM
1990
Strategy Asset Managers
California
$376K -$5.24K -61 -1%
VHAM
1991
Van Hulzen Asset Management
California
$375K +$184K +2,137 +83%
EHAM
1992
Eagle Harbor Asset Management
Washington
$372K -$38.3K -446 -9%
AW
1993
Avion Wealth
Texas
$371K -$83.1K -967 -17%
DG
1994
Diesslin Group
Texas
$369K – – –
SP
1995
Successful Portfolios
Florida
$367K -$5.07K -59 -1%
PC
1996
Prairiewood Capital
North Dakota
$366K – – –
CGH
1997
CMG Global Holdings
Texas
$364K +$601 +7 +0.2%
PAWC
1998
P.A.W. Capital
Connecticut
$364K +$395K +4,600 New
TWA
1999
Talisman Wealth Advisors
New Jersey
$363K -$5.58K -65 -1%
PSC
2000
Prentiss Smith & Co
Vermont
$363K – – –
78 79
80
81 82