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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
2476
Trust Company of the South
North Carolina
$297K – – –
MCM
2477
McRae Capital Management
New Jersey
$296K – – –
PG
2478
Prostatis Group
Maryland
$294K -$858K -7,967 -73%
PO
2479
Private Ocean
California
$294K +$108 +1 +0%
XT
2480
XTX Topco
Cayman Islands
$293K -$367K -3,412 -54%
AIM
2481
Acropolis Investment Management
Missouri
$292K +$10.6K +98 +3%
GWMR
2482
GC Wealth Management RIA
Massachusetts
$291K +$9.26K +86 +3%
AA
2483
Altrafin AG
$290K – – –
RPA
2484
Rock Point Advisors
Vermont
$290K – – –
WBG
2485
Wharton Business Group
Pennsylvania
$289K -$9.8K -91 -3%
CCA
2486
Clearwater Capital Advisors
Illinois
$287K +$55K +511 +21%
SWM
2487
Sterling Wealth Management
Illinois
$287K -$4.31K -40 -1%
PWA
2488
Physician Wealth Advisors
Utah
$287K -$16.1K -150 -5%
AWP
2489
Abacus Wealth Partners
California
$286K +$12.7K +118 +4%
RPWA
2490
Regent Peak Wealth Advisors
Georgia
$286K +$8.94K +83 +3%
PFA
2491
Pathway Financial Advisors
Vermont
$286K -$3.01K -28 -1%
LSA
2492
L & S Advisors
California
$286K -$8.51M -79,034 -96%
CPL
2493
CAP Partners LLC
Tennessee
$286K -$22.1K -205 -7%
SIS
2494
Strategic Investment Solutions
Illinois
$285K +$267K +2,476 New
WHC
2495
Wulff, Hansen & Co
California
$284K – – –
HWA
2496
Heartwood Wealth Advisors
Virginia
$284K +$76K +706 +33%
TCM
2497
Towercrest Capital Management
Pennsylvania
$284K +$1.29K +12 +0.4%
GF
2498
Gries Financial
Ohio
$283K +$39.8K +370 +15%
VCM
2499
Versant Capital Management
Arizona
$282K +$34.1K +317 +13%
PAM
2500
Peninsula Asset Management
Florida
$280K -$2.69K -25 -0.9%
98 99
100
101 102