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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
1376
First Hawaiian Bank
Hawaii
$119K +$131K +10,229 New
SWM
1377
Segment Wealth Management
Texas
$119K -$8.67K -675 -6%
CWG
1378
Crown Wealth Group
North Carolina
$118K +$131K +10,189 New
TFA
1379
Teamwork Financial Advisors
Texas
$118K -$4.56K -355 -3%
TPCW
1380
TD Private Client Wealth
New York
$118K +$11.3K +882 +10%
DCM
1381
Dudley Capital Management
Virginia
$118K +$130K +10,151 New
KC
1382
Kingfisher Capital
North Carolina
$118K +$77 +6 +0.1%
CWM
1383
Congress Wealth Management
Massachusetts
$118K +$130K +10,110 New
ARIS
1384
Advanced Research Investment Solutions
California
$118K – – –
BCM
1385
Bourgeon Capital Management
Connecticut
$117K +$1.28K +100 +1%
RWG
1386
Regal Wealth Group
California
$117K +$385 +30 +0.3%
EHC
1387
Everett Harris & Co
California
$117K – – –
LNWTC
1388
Laird Norton Wetherby Trust Company
Washington
$117K +$129K +10,060 New
AC
1389
AlphaCore Capital
California
$117K +$129K +10,048 New
PTP
1390
Platform Technology Partners
New York
$117K +$129K +10,032 New
BWA
1391
Beam Wealth Advisors
Louisiana
$116K +$13 +1 +0%
TW
1392
Towerpoint Wealth
California
$116K +$128K +10,000 New
AF
1393
Arrow Financial
New York
$116K – – –
AMG
1394
Advisors Management Group
Wisconsin
$116K +$129K +10,014 New
CFG
1395
CKW Financial Group
Hawaii
$114K +$694 +54 +0.6%
BC
1396
Barrett & Company
Rhode Island
$114K – – –
GTCM
1397
Gyon Technologies Capital Management
New Jersey
$111K +$123K +9,587 New
KTC
1398
Kistler-Tiffany Companies
Pennsylvania
$111K +$1.41K +110 +1%
HS
1399
Horan Securities
United States
$110K -$1.71K -133 -1%
NSIM
1400
North Star Investment Management
Illinois
$109K -$7.67K -597 -6%
54 55
56
57 58