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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2476
Legacy Edge Advisors
New York
$373K -$48.2K -461 -13%
ZB
2477
Zions Bancorporation
Utah
$373K +$75.4K +722 +31%
AGC
2478
Aspen Grove Capital
Colorado
$373K +$2.09K +20 +0.7%
WB
2479
West Bancorporation
Iowa
$371K +$317K +3,036 New
CFO
2480
Custos Family Office
Texas
$371K +$1.04K +10 +0.3%
FC
2481
Fusion Capital
South Carolina
$371K – – –
MAM
2482
McLean Asset Management
Virginia
$370K +$10K +96 +3%
KA
2483
Kearns & Associates
California
$370K – – –
HIF
2484
Hill Island Financial
Michigan
$369K +$627 +6 +0.2%
FFL
2485
Financial Freedom LLC
Ohio
$368K +$313 +3 +0.1%
AWM
2486
Ameliora Wealth Management
Switzerland
$367K -$38.3K -367 -11%
JCP
2487
Jennifer C. Price
$367K +$104K +1,000 +50%
SC
2488
Shay Capital
New York
$367K +$313K +3,000 New
WBG
2489
Wharton Business Group
Pennsylvania
$367K – – –
TA
2490
TruWealth Advisors
Louisiana
$367K +$313K +2,997 New
KMWM
2491
Keudell/Morrison Wealth Management
Oregon
$367K +$19.6K +188 +7%
MWP
2492
Meridian Wealth Partners
Pennsylvania
$366K +$9.61K +92 +3%
VH
2493
Visionary Horizons
Tennessee
$366K -$2.09K -20 -0.6%
TCOTS
2494
Trust Company of the South
North Carolina
$366K -$1.04K -10 -0.3%
MCM
2495
McRae Capital Management
New Jersey
$365K – – –
TNA
2496
True North Advisors
Texas
$364K -$698K -6,680 -69%
EFG
2497
Ethos Financial Group
Pennsylvania
$364K -$95.4K -913 -23%
CGA
2498
Crescent Grove Advisors
Illinois
$364K -$69K -661 -18%
PO
2499
Private Ocean
California
$362K -$104 -1 -0%
JCM
2500
Jacobsen Capital Management
Utah
$362K +$12.2K +117 +4%
98 99
100
101 102