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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1001
First Command Bank
Texas
$192K – – –
FCFS
1002
First Command Financial Services
Texas
$192K – – –
MCM
1003
Maple Capital Management
Vermont
$192K – – –
CAG
1004
Crestwood Advisors Group
Massachusetts
$191K +$29.9K +2,200 +20%
SW
1005
SVB Wealth
Massachusetts
$191K +$184K +13,512 New
CA
1006
Continuum Advisory
Idaho
$190K +$16.7K +1,227 +10%
EI
1007
Ethic Inc
New York
$188K -$43.8K -3,222 -19%
T
1008
TOBAM
France
$188K – – –
RIG
1009
Roosevelt Investment Group
New York
$186K +$179K +13,143 New
TVAMP
1010
Tennessee Valley Asset Management Partners
Tennessee
$185K -$35.7K -2,622 -17%
TA
1011
TruWealth Advisors
Louisiana
$185K -$4.08K -300 -2%
CPSAC
1012
Chas P. Smith & Associates (CPS)
Florida
$185K – – –
DWT
1013
Dorsey & Whitney Trust
South Dakota
$185K – – –
MMHP
1014
Murphy Middleton Hinkle & Parker
Georgia
$185K – – –
BCAM
1015
Boston Common Asset Management
Massachusetts
$185K +$1.2K +88 +0.7%
H
1016
HoyleCohen
California
$184K -$326 -24 -0.2%
GI
1017
GAMCO Investors
Connecticut
$184K – – –
MWM
1018
Mattern Wealth Management
Kansas
$184K +$1.09K +80 +0.6%
GWM
1019
Gray Wealth Management
Maine
$184K +$25K +1,841 +17%
WAS
1020
Winch Advisory Services
Wisconsin
$183K – – –
VFPI
1021
Vantage Financial Partners (Illinois)
Illinois
$183K +$175K +12,900 New
SDWMA
1022
Schneider Downs Wealth Management Advisors
Pennsylvania
$183K +$176K +12,921 New
NPF
1023
Norris Perne & French
Michigan
$182K – – –
SPWG
1024
Sage Private Wealth Group
Illinois
$182K +$12.5K +917 +8%
HAS
1025
HBW Advisory Services
California
$182K +$15.2K +1,118 +10%
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