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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2001
Northstar Group
New York
– -$209K -4,599 Closed
CAC
2002
Certified Advisory Corp
Florida
– -$208K -4,586 Closed
HVIA
2003
Hudson Valley Investment Advisors
New York
– -$202K -4,465 Closed
Q
2004
QVR
California
– -$189K -4,094 Closed
WP
2005
WealthShield Partners
North Carolina
– -$177K -3,905 Closed
MA
2006
Modus Advisors
Minnesota
– -$104K -2,305 Closed
SB
2007
Strategic Blueprint
Georgia
– -$80K -1,772 Closed
FFG
2008
Ford Financial Group
California
– -$59K -1,303 Closed
HIM
2009
Hillsdale Investment Management
Ontario, Canada
– -$47K -1,040 Closed
CCMW
2010
Cypress Capital Management (Wyoming)
Wyoming
– -$44K -974 Closed
PWP
2011
Personal Wealth Partners
Minnesota
– -$38K -847 Closed
BBL
2012
Beck Bode LLC
Massachusetts
– -$31K -681 Closed
PA
2013
Perennial Advisors
New York
– -$29K -650 Closed
IP
2014
Isthmus Partners
Wisconsin
– -$27K -600 Closed
FPW
2015
Flagship Private Wealth
Massachusetts
– -$14.2K -326 Closed
CB
2016
Community Bank
New York
– -$11K -250 Closed
AL
2017
ADE LLC
Maryland
– -$10K -229 Closed
PGWM
2018
Parisi Gray Wealth Management
New Jersey
– -$10K -225 Closed
RBC
2019
Roble Belko & Company
Pennsylvania
– -$10K -220 Closed
PG
2020
Proffitt & Goodson
Tennessee
– -$5K -121 Closed
AFG
2021
Albion Financial Group
Utah
– -$2K -47 Closed
AIA
2022
Arcadia Investment Advisors
Idaho
– -$1.58K -35 Closed
IWA
2023
IBEX Wealth Advisors
New Jersey
– +$46 +1 New
TWP
2024
TFO Wealth Partners
Ohio
– +$46 +1 New
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