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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
1626
Legacy Investment Solutions
Idaho
$2.35K -$17.2K -1,615 -86%
LWMI
1627
Legacy Wealth Management (Idaho)
Idaho
$2.35K -$17.2K -1,615 -86%
GIM
1628
Gold Investment Management
Alberta, Canada
$2.33K +$32 +3 +1%
S
1629
Sachetta
Massachusetts
$2.29K -$5.39K -505 -69%
LFA
1630
LGT Financial Advisors
Texas
$2.22K – – –
CAWM
1631
Capital A Wealth Management
Pennsylvania
$2.22K +$2.39K +224 New
WTC
1632
WhitTier Trust Company
Nevada
$2.18K – – –
PPA
1633
Painted Porch Advisors
California
$2.11K -$10.7K -1,000 -82%
CWM
1634
Centricity Wealth Management
Ohio
$2.06K +$2.22K +208 New
YAL
1635
Your Advocates Ltd
Texas
$2.01K -$267 -25 -11%
API
1636
Asset Planning Inc
California
$2.01K +$2.17K +203 New
AW
1637
Avion Wealth
Texas
$2K -$213 -20 -7%
CA
1638
Centerpoint Advisors
Massachusetts
$2K – – –
HFS
1639
HBC Financial Services
Washington
$2K – – –
KA
1640
Kozak & Associates
Colorado
$1.98K -$72.2K -6,768 -97%
SWA
1641
SOA Wealth Advisors
New York
$1.98K -$11K -1,034 -84%
OSNBOA
1642
Old Second National Bank of Aurora
Illinois
$1.98K -$2.13K -200 -50%
KHC
1643
Koesten Hirschmann & Crabtree
Kansas
$1.98K – – –
PS
1644
PayPay Securities
Japan
$1.9K +$672 +63 +49%
1IA
1645
1620 Investment Advisors
Massachusetts
$1.74K -$10.6K -993 -85%
FFA
1646
Frazier Financial Advisors
Ohio
$1.74K -$800 -75 -30%
MSWM
1647
Mowery & Schoenfeld Wealth Management
Illinois
$1.72K -$28K -2,621 -94%
DWM
1648
Darwin Wealth Management
Florida
$1.46K – – –
VWM
1649
Vermillion Wealth Management
Minnesota
$1.39K +$1.5K +141 New
RF
1650
Roxbury Financial
New Jersey
$1.29K +$1.23K +115 New
64 65
66
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