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Ford
F

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
1001
First Quadrant
California
$41K – – –
SSB
1002
Sandy Spring Bank
Maryland
$40K -$10.1K -1,025 -21%
RE
1003
RBC Europe
United Kingdom
$39.6K – – –
ACS
1004
Archford Capital Strategies
Illinois
$39K -$9.86K -1,000 -21%
HFM
1005
Harvest Fund Management
China
$39K +$37.1K +3,764 New
AWM
1006
AllSquare Wealth Management
New York
$38K +$59 +6 +0.2%
KFS
1007
Kelly Financial Services
Massachusetts
$37.3K +$20 +2 +0.1%
WOC
1008
West Oak Capital
California
$37K +$11.2K +1,132 +46%
CFG
1009
Citizens Financial Group
Rhode Island
$37K +$13.8K +1,400 +64%
RWG
1010
Regal Wealth Group
California
$36K -$11.8K -1,198 -25%
FPB
1011
First PREMIER Bank
South Dakota
$36K – – –
AIS
1012
Accurate Investment Solutions
Pennsylvania
$36K +$345 +35 +1%
CFN
1013
Cordasco Financial Network
Florida
$33K – – –
HS
1014
Horan Securities
United States
$33K +$414 +42 +1%
MWM
1015
Mascoma Wealth Management
New Hampshire
$32K – – –
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$32K +$5.43K +551 +21%
WWM
1017
Willingdon Wealth Management
North Carolina
$31K -$986 -100 -3%
FA
1018
Fortis Advisors
Pennsylvania
$30K +$434 +44 +2%
JPLA
1019
Joseph P. Lucia & Associates
New York
$29K +$16.6K +1,688 +147%
PFO
1020
Pathstone Family Office
New Jersey
$27K -$9.86K -1,000 -28%
SFG
1021
SevenBridge Financial Group
Pennsylvania
$27K +$3.94K +400 +18%
TSW
1022
Thompson Siegel & Walmsley
Virginia
$26K -$45.6K -4,625 -65%
DOA
1023
D'Orazio & Associates
Virginia
$26K -$1.29K -131 -5%
LWM
1024
Lenox Wealth Management
Ohio
$25K -$30 -3 -0.1%
WCG
1025
Weaver Consulting Group
California
$25K – – –
39 40
41
42 43