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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1726
Caption Management
Oklahoma
– -$247K -13,000 Closed
MF
1727
Montis Financial
Massachusetts
– -$265K -12,768 Closed
SDWMA
1728
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$264K -12,721 Closed
WWMSC
1729
Wagner Wealth Management (South Carolina)
South Carolina
– -$264K -12,700 Closed
MAM
1730
Morse Asset Management
Connecticut
– -$261K -12,554 Closed
KJWM
1731
Kiley Juergens Wealth Management
Washington
– -$255K -12,257 Closed
PFA
1732
Pinnacle Family Advisors
Missouri
– -$251K -12,072 Closed
CMS
1733
Capital Market Strategies
Florida
– -$250K -12,032 Closed
WTFG
1734
Wells Trecaso Financial Group
Ohio
– -$249K -11,978 Closed
RW
1735
RVW Wealth
California
– -$249K -11,969 Closed
HAS
1736
HBW Advisory Services
California
– -$239K -11,511 Closed
EFSCE
1737
Enterprise Financial Services Corp (EFSC)
Missouri
– -$237K -11,376 Closed
TCOK
1738
Trust Company of Kansas
Kansas
– -$235K -11,327 Closed
KCM
1739
Kennedy Capital Management
Missouri
– -$234K -11,253 Closed
AHIA
1740
Andrew Hill Investment Advisors
Florida
– -$229K -11,064 Closed
TM
1741
Titan Managers
Arizona
– -$229K -11,037 Closed
EWM
1742
Edge Wealth Management
New York
– -$226K -10,870 Closed
RH
1743
RFG Holdings
Texas
– -$222K -10,702 Closed
PFA
1744
Pure Financial Advisors
California
– -$220K -10,610 Closed
AT
1745
American Trust
Kentucky
– -$220K -10,579 Closed
KWM
1746
Kolinsky Wealth Management
New Jersey
– -$219K -10,545 Closed
CRI
1747
Colonial River Investments
Virginia
– -$218K -10,481 Closed
CPA
1748
Cardiff Park Advisors
California
– -$214K -10,301 Closed
EPA
1749
Element Pointe Advisors
Florida
– -$209K -10,085 Closed
CPIA
1750
Cornell Pochily Investment Advisors
New York
– -$208K -10,035 Closed
68 69
70
71 72