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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1551
St. Johns Investment Management
Florida
$6K – – –
UIA
1552
Ulland Investment Advisors
Minnesota
$6K – – –
WB
1553
Webster Bank
Connecticut
$6K – – –
CMP
1554
Coston McIsaac & Partners
Maine
$6K +$14 +1 +0.2%
DAC
1555
Dividend Assets Capital
South Carolina
$6K +$14 +1 +0.2%
CIR
1556
Clear Investment Research
Georgia
$6K +$70 +5 +1%
FWA
1557
FSC Wealth Advisors
New York
$6K +$7K +500 New
BA
1558
Bellwether Advisors
Nebraska
$6K +$7.22K +516 +860%
AWM
1559
Abound Wealth Management
Tennessee
$5.72K +$7.14K +510 New
SAM
1560
Strategic Asset Management
Minnesota
$5K -$9.38K -670 -57%
LWP
1561
Lumature Wealth Partners
Georgia
$5K +$6.24K +446 New
AP
1562
Advisors Preferred
Maryland
$5K +$6.52K +466 New
CSPAM
1563
Cary Street Partners Asset Management
Virginia
$5K +$6.77K +484 New
RVM
1564
Robinson Value Management
Texas
$5K +$6.82K +487 New
HF
1565
Halpern Financial
Virginia
$4.21K -$14.3K -1,022 -73%
RWM
1566
Raffa Wealth Management
District of Columbia
$4.01K – – –
PB
1567
Pinnacle Bancorp
Nebraska
$4K -$2.8K -200 -33%
AFS
1568
Annapolis Financial Services
Maryland
$4K – – –
ICM
1569
Islay Capital Management
Texas
$4K – – –
MUMSS
1570
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K – – –
WOC
1571
West Oak Capital
California
$4K – – –
EWM
1572
Evermay Wealth Management
Virginia
$4K +$378 +27 +9%
S
1573
Surevest
California
$4K +$1.22K +87 +30%
CAL
1574
Capital Advisors Ltd
Ohio
$4K +$4.44K +317 New
TCM
1575
TD Capital Management
Tennessee
$4K +$4.93K +352 New
61 62
63
64 65