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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1001
Advocacy Wealth Management Services
Georgia
$17K +$2.78K +220 +19%
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$4.77K -378 -25%
VCM
1003
Versant Capital Management
Arizona
$14K +$4.19K +332 +39%
PFSC
1004
Peoples Financial Services Corp
Pennsylvania
$13K – – –
AC
1005
Alexandria Capital
Virginia
$13K +$25 +2 +0.2%
CFA
1006
CT Financial Advisors
Pennsylvania
$12.1K – – –
FMP
1007
Financial Management Professionals
Texas
$12K -$3.35K -265 -21%
APSP
1008
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K – – –
BWP
1009
Baldwin Wealth Partners
Massachusetts
$12K – – –
CWM
1010
Cedar Wealth Management
California
$12K – – –
CIM
1011
Contravisory Investment Management
Massachusetts
$12K – – –
HCM
1012
Horrell Capital Management
Arkansas
$12K – – –
PAI
1013
Pittenger & Anderson Inc
Nebraska
$12K – – –
EDRS
1014
Edmond de Rothschild (Suisse)
Switzerland
$12K +$12.6K +1,000 New
LAM
1015
Lebenthal Asset Management
New York
$12K +$12.6K +1,000 New
FWC
1016
First Washington Corp
Washington
$11K – – –
WAS
1017
Winch Advisory Services
Wisconsin
$11K +$126 +10 +1%
DPA
1018
Delphi Private Advisors
California
$10K -$1.73K -137 -14%
CFS
1019
Commonwealth Financial Services
West Virginia
$10K – – –
GWS
1020
Glassman Wealth Services
Virginia
$10K – – –
MCM
1021
MV Capital Management
Maryland
$10K – – –
VWM
1022
Valley Wealth Managers
New Jersey
$9K -$40.4K -3,200 -81%
WA
1023
Winfield Associates
Ohio
$9K +$3.03K +240 +45%
PCTC
1024
Perkins Coie Trust Company
Washington
$8K – – –
TDC
1025
Thompson Davis & Co
Virginia
$8K – – –
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