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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1301
Northeast Investment Management
Massachusetts
$204K +$180K +9,805 New
JSL
1302
JT Stratford LLC
Georgia
$204K +$180K +9,806 New
C
1303
Covestor
United Kingdom
$203K +$180K +9,793 New
SCM
1304
Spreng Capital Management
Ohio
$202K +$179K +9,709 New
CL
1305
CSS LLC
Illinois
$201K -$36.3K -1,971 -17%
GCP
1306
Gill Capital Partners
Colorado
$201K +$178K +9,653 New
FM
1307
Foster & Motley
Ohio
$201K +$178K +9,655 New
WP
1308
WMS Partners
Maryland
$201K +$178K +9,670 New
CC
1309
Cannell & Co
New York
$201K +$179K +9,700 New
CFG
1310
CKW Financial Group
Hawaii
$200K – – –
AF
1311
Arrow Financial
New York
$200K +$6.44K +350 +4%
E
1312
Ergoteles
New York
$200K +$177K +9,644 New
ADL
1313
Asset Dedication LLC
California
$198K +$2.41K +131 +1%
ATC
1314
Adirondack Trust Company
New York
$198K +$45.4K +2,465 +35%
CFN
1315
Cordasco Financial Network
Florida
$192K – – –
FCB
1316
First Command Bank
Texas
$192K – – –
ABLA
1317
Alan B. Lancz & Associates
Ohio
$188K +$167K +9,057 New
BFC
1318
Bedel Financial Consulting
Indiana
$184K +$74 +4 +0%
SFM
1319
Signet Financial Management
New Jersey
$182K -$180K -9,799 -53%
FWM
1320
Focused Wealth Management
New York
$177K +$20.2K +1,099 +15%
HS
1321
Horan Securities
United States
$176K +$156K +8,452 New
OA
1322
Operose Advisors
Wisconsin
$173K +$153K +8,320 New
HWA
1323
Heritage Wealth Advisors
Virginia
$169K +$755 +41 +0.5%
TPCW
1324
TD Private Client Wealth
New York
$166K +$6.61K +359 +5%
HCM
1325
Highlander Capital Management
New Jersey
$155K +$27.6K +1,500 +25%
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