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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1126
Waterfront Wealth
Kansas
$301K +$12.2K +663 +5%
OCM
1127
Orser Capital Management
Texas
$301K +$267K +14,500 New
FIM
1128
Freedom Investment Management
Connecticut
$300K +$9.61K +522 +4%
SC
1129
SouthState Corp
Florida
$299K -$1.68K -91 -0.6%
EI
1130
Ethic Inc
New York
$299K +$20.2K +1,100 +8%
TAIM
1131
Te Ahumairangi Investment Management
New Zealand
$298K -$478K -26,000 -64%
H
1132
HoyleCohen
California
$298K +$24.8K +1,348 +10%
EFL
1133
ERn Financial LLC
Wisconsin
$298K +$36.8K +2,000 +16%
NEWAS
1134
N.E.W. Advisory Services
Wisconsin
$298K +$264K +14,366 New
GKWIM
1135
Gerber Kawasaki Wealth & Investment Management
California
$297K -$1.44K -78 -0.5%
TIM
1136
Total Investment Management
Arizona
$297K +$263K +14,279 New
BFG
1137
Berger Financial Group
Minnesota
$295K -$10.1K -550 -4%
GHAM
1138
Gilman Hill Asset Management
Connecticut
$295K +$261K +14,185 New
LI
1139
Lafayette Investments
Maryland
$295K +$261K +14,200 New
BG
1140
Benedetti & Gucer
Georgia
$294K -$17.3K -938 -6%
MF
1141
Manchester Financial
California
$293K -$43.5K -2,366 -14%
SIA
1142
Sage Investment Advisers
New York
$291K +$258K +14,007 New
JE
1143
JMAC Enterprises
Pennsylvania
$291K +$306K +16,644 New
ARG
1144
Advisory Resource Group
Oklahoma
$289K -$27.4K -1,491 -9%
OIA
1145
Optimum Investment Advisors
Illinois
$289K +$3.31K +180 +1%
CA
1146
Carson Advisory
Georgia
$289K +$256K +13,900 New
TU
1147
TDAM USA
Ontario, Canada
$289K +$256K +13,907 New
GIM
1148
Guardian Investment Management
California
$289K +$256K +13,923 New
BC
1149
Brookfield Corp
Ontario, Canada
$289K +$256K +13,928 New
AWA
1150
Amplius Wealth Advisors
Pennsylvania
$288K +$255K +13,869 New
44 45
46
47 48