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Ford
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1751
Lakeridge Wealth Management
Ohio
– -$156K -12,805 Closed
CWM
1752
Curi Wealth Management
North Carolina
– -$152K -12,479 Closed
GCIM
1753
Gunn & Company Investment Management
Florida
– -$151K -12,413 Closed
HWM
1754
Horizon Wealth Management
Illinois
– -$149K -12,208 Closed
BA
1755
Ballast Advisors
Minnesota
– -$149K -12,194 Closed
NSAM
1756
North Star Asset Management
Wisconsin
– -$144K -11,838 Closed
FMN
1757
Financial Management Network
California
– -$138K -11,620 Closed
PCS
1758
Personal CFO Solutions
New Jersey
– -$141K -11,589 Closed
MHB
1759
Midwest Heritage Bank
Iowa
– -$138K -11,345 Closed
LWM
1760
Liberty Wealth Management
California
– -$138K -11,308 Closed
BTW
1761
Boston Trust Walden
Massachusetts
– -$136K -11,124 Closed
CPSC
1762
Carl P. Sherr & Co
Massachusetts
– -$135K -11,080 Closed
DDPIC
1763
Deroy & Devereaux Private Investment Counsel
Michigan
– -$134K -10,999 Closed
DTC
1764
Davidson Trust Company
Washington
– -$134K -10,972 Closed
SIC
1765
Samalin Investment Counsel
New York
– -$133K -10,948 Closed
OHIS
1766
Oak Harvest Investment Services
Texas
– -$133K -10,877 Closed
WA
1767
WESPAC Advisors
California
– -$132K -10,802 Closed
BFIM
1768
Beese Fulmer Investment Management
Ohio
– -$130K -10,671 Closed
MHIC
1769
Marble Harbor Investment Counsel
Massachusetts
– -$126K -10,350 Closed
AHB
1770
Abner Herrman & Brock
New Jersey
– -$125K -10,250 Closed
BAWC
1771
Boyce & Associates Wealth Consulting
Texas
– -$124K -10,173 Closed
WFMPM
1772
Woodley Farra Manion Portfolio Management
Indiana
– -$124K -10,139 Closed
ARIS
1773
Advanced Research Investment Solutions
California
– -$123K -10,109 Closed
KCM
1774
KRS Capital Management
Michigan
– -$123K -10,077 Closed
FWM
1775
Focused Wealth Management
New York
– -$113K -9,275 Closed
69 70
71
72 73