Cypress Wealth Services, LLC

Position in FFWM — First Foundation Inc.

CIK 1721527 PALM DESERT, CA

Position in FFWM

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$96,069

-$4,234 QoQ

Shares Held

16,283

0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#96

of 153 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	WABC	Westamerica Bancorporation	16,613	$974,684
2	PRK	Park National Corp /Oh/	5,250	$960,697
3	USB	US Bancorp De	9,954	$601,221
4	TFC	Truist Financial Corp	10,693	$532,725
5	LYG	Lloyds Banking Group plc	88,676	$516,981

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$96,069	16,283	0.0%	Shares	Sole	2026-04-15
2025-12-31	$100,303	16,283	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.