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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Certus Wealth Management
California
$200K – – –
OIS
1002
OneAscent Investment Solutions
Alabama
$199K -$599 -52 -0.3%
CFG
1003
Cooper Financial Group
California
$198K +$57.3K +4,971 +43%
CAS
1004
Coppell Advisory Solutions
Texas
$198K +$24K +2,081 +15%
HA
1005
Helium Advisors
Washington
$198K -$11.3K -983 -6%
FLPIM
1006
F.L. Putnam Investment Management
Massachusetts
$197K -$11.5K -1,000 -6%
MWC
1007
MKD Wealth Coaches
Michigan
$196K +$31.1K +2,700 +20%
GW
1008
Griffith & Werner
Georgia
$196K +$172K +14,900 New
NAM
1009
NorthCrest Asset Manangement
Minnesota
$195K +$2.4K +208 +1%
PW
1010
Potentia Wealth
California
$195K -$21.5K -1,862 -10%
ECM
1011
Eisler Capital Management
United Kingdom
$195K +$182K +15,828 +4,360%
CRC
1012
Curi RMB Capital
Illinois
$195K -$2.64K -229 -1%
RCI
1013
RS Crum Inc
California
$195K +$2.31K +200 +1%
UB
1014
UMB Bank
Missouri
$194K -$49.4K -4,283 -21%
AT
1015
American Trust
Kentucky
$194K +$57.1K +4,953 +44%
SFC
1016
Summit Financial Consulting
Michigan
$194K +$11K +955 +6%
AA
1017
Alta Advisers
United Kingdom
$193K +$23K +2,000 +14%
ARG
1018
Advisory Resource Group
Oklahoma
$192K -$10.5K -911 -5%
WAM
1019
Walker Asset Management
Missouri
$190K +$81 +7 +0%
FA
1020
FSA Advisors
Michigan
$190K -$2.96K -257 -2%
RL
1021
Rogco LP
Oklahoma
$189K – – –
BFG
1022
Berger Financial Group
Minnesota
$188K -$5.95K -516 -3%
MCA
1023
Millennium Capital Advisors
Arkansas
$188K +$35K +3,039 +24%
CD
1024
Chapin Davis
Maryland
$187K -$230K -20,000 -56%
MWM
1025
McMill Wealth Management
Nebraska
$185K – – –
39 40
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