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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
926
Genesis Wealth Advisors
Massachusetts
$89.2K +$79.6K +5,400 New
FBT
927
Founders Bank & Trust
Michigan
$87K – – –
SGC
928
South Georgia Capital
Illinois
$84K +$72.2K +4,900 +980%
BCI
929
Brinker Capital Investments
Pennsylvania
$83K – – –
FWM
930
Focused Wealth Management
New York
$79K +$5.41K +367 +8%
AP
931
Atwood & Palmer
Missouri
$78K -$1.47K -100 -2%
EMA
932
Efficient Market Advisors
California
$78K – – –
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$6.75K -458 -8%
AWM
934
Avior Wealth Management
Nebraska
$75K +$9.58K +650 +15%
PH
935
Pinnacle Holdings
Oklahoma
$74.3K -$11.3K -766 -14%
GGPS
936
Gary Goldberg Planning Services
New York
$73K +$442 +30 +0.6%
CFSG
937
Community Financial Services Group
Vermont
$70K – – –
NC
938
NewSquare Capital
Pennsylvania
$70K – – –
VFA
939
Virtus Fund Advisers
Connecticut
$69K – – –
IMS
940
Index Management Solutions
Pennsylvania
$68K +$3.02K +205 +5%
FANJ
941
Financial Architects (New Jersey)
New Jersey
$66K -$131K -8,910 -68%
BBPWM
942
Blue Bell Private Wealth Management
Pennsylvania
$62K – – –
GAM
943
Gemmer Asset Management
California
$61K -$4.91K -333 -8%
TFO
944
Tarbox Family Office
California
$60K -$1.56K -106 -3%
FMII
945
Farmers & Merchants Investments Inc
Nebraska
$60K +$3.57K +242 +7%
AWM
946
AllSquare Wealth Management
New York
$59K +$55.7K +3,783 New
CB
947
Community Bank
New York
$59K +$55.8K +3,790 New
SFG
948
Sage Financial Group
Pennsylvania
$54K – – –
VNA
949
Valley National Advisers
Pennsylvania
$53K +$50.4K +3,417 New
IF
950
Ironwood Financial
Arizona
$53K +$50.4K +3,418 New
36 37
38
39 40