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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1101
Howe & Rusling
New York
$15K +$5.78K +469 +64%
CA
1102
Centerpoint Advisors
Massachusetts
$14K +$14K +1,139 New
BDWM
1103
Brewin Dolphin Wealth Management
Ireland
$13.1K +$12.9K +1,048 New
HCM
1104
Horrell Capital Management
Arkansas
$13K – – –
FPFS
1105
First Personal Financial Services
North Carolina
$13K +$1.34K +109 +12%
SP
1106
SWS Partners
Ohio
$13K +$12.5K +1,012 New
PA
1107
Perennial Advisors
New York
$13K +$12.6K +1,025 New
II
1108
Inspire Investing
Idaho
$13K +$13K +1,056 New
APSP
1109
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K -$12.3K -1,000 -50%
CIM
1110
Contravisory Investment Management
Massachusetts
$12K -$3.69K -300 -23%
WAM
1111
Watermark Asset Management
California
$12K – – –
WC
1112
Whitnell & Co
Illinois
$12K – – –
CMO
1113
Covenant Multifamily Offices
Texas
$12K +$12.3K +1,000 New
CT
1114
CPF Texas
Texas
$12K +$12.3K +1,000 New
FRA
1115
Front Row Advisors
California
$12K +$12.3K +1,000 New
MPPLM
1116
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12K +$12.3K +1,000 New
FWC
1117
First Washington Corp
Washington
$11K – – –
SIM
1118
Sonora Investment Management
Arizona
$10.9K +$6.22K +505 +136%
RBC
1119
Roble Belko & Company
Pennsylvania
$10K +$99 +8 +1%
SWP
1120
Strategic Wealth Partners
Ohio
$10K +$9.85K +800 New
PK
1121
Pflug Koory
Nebraska
$9K – – –
WA
1122
Winfield Associates
Ohio
$9K – – –
TDC
1123
Thompson Davis & Co
Virginia
$9K +$9.23K +750 New
LF
1124
Lee Financial
Texas
$8K -$1.88K -153 -19%
PCP
1125
Proficio Capital Partners
Massachusetts
$8K +$1.47K +119 +21%
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