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LGCY

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LGCY

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Major Shareholders Latest
Shareholder
LeeAnn RohmannFounder, Chairman & CEO	10.60%	1.34M	0.09%	-10.00K	07/08/2026
deRose Family Trust	8.68%	1.10M	0.03%	+0	10/17/2025
Holos Integrated Wealth, LLC	6.74%	852.55K	<0.01%	+0	06/30/2026
Royce & Associates, LP	6.56%	830.46K	0.05%	+10.00K	03/31/2026
Kennedy Capital Management LLC	4.86%	614.56K	0.11%	+16.63K	03/31/2026
Bard Associates Inc.	3.54%	448.48K	0.02%	-900.00	03/31/2026
Vanguard Capital Management, LLC	2.97%	376.29K	--	+376.29K	03/31/2026
Truffle Hound Capital, LLC	2.77%	350.00K	1.18%	+150.00K	03/31/2026
SEI Investments Company	2.06%	260.00K	1.48%	+187.96K	03/31/2026
Mink Brook Asset Management LLC	2.00%	252.78K	0.39%	+50.45K	03/31/2026
Coeli Asset Management Ab	1.62%	204.33K	<0.01%	+0	12/31/2025
Russell Investment Management, LLC	1.57%	198.12K	0.09%	+12.36K	03/31/2026
Punch & Associates Investment Management, Inc.	1.46%	185.00K	<0.01%	+0	03/31/2026
Essex Investment Management Company, LLC	1.13%	143.44K	--	+143.44K	03/31/2026
BMO Asset Management Corp.	0.94%	118.91K	--	+118.91K	03/31/2026
Allison M. deRose Trust	0.78%	98.37K	<0.01%	+0	10/17/2025
Coeli AB	0.76%	95.80K	<0.01%	+0	12/31/2025
Millennium Management LLC	0.74%	93.06K	--	+93.06K	03/31/2026
Susquehanna International Group, LLP	0.73%	92.28K	0.23%	+29.16K	03/31/2026
Geode Capital Management, LLC	0.73%	92.03K	0.02%	+3.06K	03/31/2026

All Shareholders