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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1001
Bogart Wealth LLC
Virginia
$40K – – –
DOA
1002
D'Orazio & Associates
Virginia
$40K +$333 +37 +0.9%
RA
1003
Rational Advisors
New York
$39K -$122K -13,624 -77%
BCA
1004
Berman Capital Advisors
Georgia
$37K -$4.84K -538 -12%
FQ
1005
First Quadrant
California
$37K – – –
SCM
1006
Silvant Capital Management
Georgia
$37K – – –
KFS
1007
Kelly Financial Services
Massachusetts
$36.8K -$18 -2 -0.1%
MIFH
1008
Migdal Insurance & Financial Holdings
Israel
$36K -$8.38K -932 -19%
PCM
1009
Penserra Capital Management
California
$36K +$10.7K +1,185 +41%
OSAM
1010
O'Shaughnessy Asset Management
Connecticut
$36K +$34.7K +3,857 +22,688%
WTC
1011
WhitTier Trust Company
Nevada
$34K -$89.6K -9,969 -74%
AWM
1012
AllSquare Wealth Management
New York
$34K +$63 +7 +0.2%
SIC
1013
Samalin Investment Counsel
New York
$33K +$32.1K +3,575 New
SSB
1014
Sandy Spring Bank
Maryland
$32K -$39.6K -4,400 -56%
NL
1015
NVWM LLC
Pennsylvania
$32K – – –
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$32K +$4.61K +513 +17%
AA
1017
Argent Advisors
Louisiana
$31K +$31K +3,452 New
CFN
1018
Cordasco Financial Network
Florida
$30K – – –
SAM
1019
S.A. Mason
Michigan
$30K +$28.6K +3,184 New
MCM
1020
Manchester Capital Management
Vermont
$29K -$35.2K -3,917 -56%
NSB
1021
Norway Savings Bank
Maine
$29K +$27.6K +3,070 New
FA
1022
Fortis Advisors
Pennsylvania
$28K +$449 +50 +2%
SFPG
1023
Stonebridge Financial Planning Group
Florida
$27K +$26.2K +2,910 New
HWM
1024
Howard Wealth Management
Connecticut
$27K +$26.7K +2,965 New
FPB
1025
First PREMIER Bank
South Dakota
$25K – – –
39 40
41
42 43