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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1351
Northeast Investment Management
Massachusetts
$128K – – –
PL
1352
Plancorp LLC
Missouri
$128K +$133K +10,266 New
HC
1353
Hourglass Capital
Texas
$127K – – –
CFG
1354
CKW Financial Group
Hawaii
$127K +$857 +66 +0.7%
SWM
1355
Segment Wealth Management
Texas
$127K -$2.92K -225 -2%
FCAS
1356
First Command Advisory Services
Texas
$127K +$132K +10,189 New
AWA
1357
Alta Wealth Advisors
Massachusetts
$126K +$132K +10,182 New
BBHC
1358
Brown Brothers Harriman & Co
New York
$126K -$28.2K -2,173 -18%
DIA
1359
Davidson Investment Advisors
Montana
$126K +$132K +10,150 New
LWM
1360
Liberty Wealth Management
California
$126K -$8.84K -681 -6%
KFI
1361
Key Financial Inc
Pennsylvania
$126K – – –
AFG
1362
Atomi Financial Group
New York
$126K +$132K +10,135 New
CC
1363
Chicago Capital
Illinois
$126K -$766 -59 -0.6%
SWP
1364
Semus Wealth Partners
Florida
$126K -$12.3K -949 -9%
ARIS
1365
Advanced Research Investment Solutions
California
$126K – – –
FSA
1366
Financial Sense Advisors
California
$125K +$131K +10,104 New
GHAM
1367
Gilman Hill Asset Management
Connecticut
$125K +$131K +10,070 New
RWA
1368
Rooted Wealth Advisors
Illinois
$125K -$47.5K -3,662 -23%
LNWTC
1369
Laird Norton Wetherby Trust Company
Washington
$125K – – –
TCM
1370
Triumph Capital Management
Colorado
$125K -$457K -35,206 -78%
HCM
1371
Hengehold Capital Management
Ohio
$125K +$26 +2 +0%
BCM
1372
Bourgeon Capital Management
Connecticut
$124K – – –
CAS
1373
Coppell Advisory Solutions
Texas
$123K -$114K -8,746 -45%
SOW
1374
State of Wyoming
Wyoming
$122K +$127K +9,812 New
FWM
1375
Focused Wealth Management
New York
$120K +$3.23K +249 +3%
53 54
55
56 57