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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1001
Sage Financial Group
Pennsylvania
$42K – – –
TF
1002
Tompkins Financial
New York
$42K – – –
WB
1003
Webster Bank
Connecticut
$41K +$41.4K +3,415 New
JIM
1004
Jupiter Investment Management
United Kingdom
$40K -$162K -13,379 -80%
EWM
1005
Endurance Wealth Management
Rhode Island
$40K – – –
MWM
1006
MinichMacGregor Wealth Management
New York
$40K +$73 +6 +0.2%
PIM
1007
Parasol Investment Management
Illinois
$38K – – –
EWM
1008
Edge Wealth Management
New York
$37K -$6.07K -500 -14%
VIA
1009
Vantage Investment Advisors
Pennsylvania
$37K -$5.03K -415 -12%
MA
1010
MCF Advisors
Kentucky
$37K +$425 +35 +1%
PSC
1011
Prentiss Smith & Co
Vermont
$36K – – –
SIC
1012
Salem Investment Counselors
North Carolina
$36K +$27.8K +2,292 +340%
TC
1013
Trust Company
Kansas
$33K -$8.94K -737 -21%
ST
1014
Smithfield Trust
Pennsylvania
$33K -$6.71K -553 -17%
DAM
1015
Delta Asset Management
Tennessee
$32K +$4.91K +405 +18%
LWM
1016
Lenox Wealth Management
Ohio
$31K – – –
WOC
1017
West Oak Capital
California
$29.7K – – –
CP
1018
Corbenic Partners
Pennsylvania
$29K -$14.1K -1,163 -33%
HFM
1019
Hartford Financial Management
Connecticut
$29K +$85 +7 +0.3%
MWM
1020
Mascoma Wealth Management
New Hampshire
$29K +$28.6K +2,354 New
BGIM
1021
Brandywine Global Investment Management
Pennsylvania
$28K -$25.7M -2,117,609 -100%
HCC
1022
Hirtle Callaghan & Co
Pennsylvania
$28K -$207K -17,043 -88%
DBT
1023
Dubuque Bank & Trust
Iowa
$28K – – –
DOA
1024
D'Orazio & Associates
Virginia
$28K +$267 +22 +1%
RFWA
1025
RPg Family Wealth Advisory
Massachusetts
$26.8K -$3.64K -300 -12%
39 40
41
42 43