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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1701
TriaGen Wealth Management
California
– -$115K -10,292 Closed
ACM
1702
Alta Capital Management
Utah
– -$114K -10,274 Closed
NWMG
1703
National Wealth Management Group
Ohio
– -$113K -10,143 Closed
PFG
1704
Pacific Financial Group
Washington
– -$112K -10,070 Closed
TI
1705
Truepoint Inc
Ohio
– -$112K -10,060 Closed
AW
1706
ACG Wealth
Georgia
– -$108K -9,681 Closed
CMF
1707
Counterpoint Mutual Funds
California
– -$100K -8,998 Closed
FBC
1708
Fairfield, Bush & Co
Connecticut
– -$85K -7,597 Closed
CCM
1709
Chilton Capital Management
Texas
– -$76K -6,800 Closed
TCWM
1710
Total Clarity Wealth Management
Illinois
– -$72K -6,426 Closed
Q
1711
QVR
California
– -$61K -5,502 Closed
AIL
1712
AGF Investments LLC
Ontario, Canada
– -$53K -4,768 Closed
JPLA
1713
Joseph P. Lucia & Associates
New York
– -$50K -4,503 Closed
EC
1714
Elequin Capital
New York
– -$47K -4,196 Closed
GWMIA
1715
Global Wealth Management Investment Advisory
Florida
– -$37K -3,354 Closed
NICM
1716
Neo Ivy Capital Management
New York
– -$34K -3,065 Closed
WOSD
1717
WFA of San Diego
California
– -$31K -2,787 Closed
RTC
1718
Riverview Trust Company
Washington
– -$29K -2,562 Closed
RIM
1719
Rockbridge Investment Management
New York
– -$27.3K -2,454 Closed
GKIM
1720
GW&K Investment Management
Massachusetts
– -$25K -2,249 Closed
GLLW
1721
Graves Light Lenhart Wealth
Virginia
– -$23K -2,087 Closed
WB
1722
West Bancorporation
Iowa
– -$22K -2,000 Closed
COCM
1723
Charter Oak Capital Management
New Hampshire
– -$15K -1,305 Closed
VRM
1724
Vectors Research Management
New York
– -$11K -1,000 Closed
HC
1725
Hoese & Co
Minnesota
– -$10K -920 Closed
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