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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2501
Cable Hill Partners
Oregon
$528K +$328K +1,823 +154%
DACG
2502
Donor Advised Charitable Giving
California
$527K – – –
PCG
2503
Private Capital Group
Connecticut
$525K -$12.1K -67 -2%
WFAG
2504
Wescott Financial Advisory Group
Pennsylvania
$523K -$74.6K -415 -12%
PP
2505
Peconic Partners
New York
$522K +$145K +805 +37%
AIM
2506
Avity Investment Management
Connecticut
$521K -$8.99K -50 -2%
APWA
2507
Atlas Private Wealth Advisors
New Jersey
$520K +$67.4K +375 +15%
SFPG
2508
Stonebridge Financial Planning Group
Florida
$520K +$289K +1,609 +133%
CMO
2509
Covenant Multifamily Offices
Texas
$519K +$257K +1,429 +94%
FPCP
2510
Fort Point Capital Partners
California
$518K +$18K +100 +4%
KFA
2511
Krane Funds Advisors
New York
$517K +$529K +2,940 New
BWM
2512
Biltmore Wealth Management
Arizona
$513K +$23.4K +130 +5%
WFMPM
2513
Woodley Farra Manion Portfolio Management
Indiana
$512K -$32K -178 -6%
TWM
2514
Titus Wealth Management
California
$510K -$8.81K -49 -2%
RIM
2515
Rockbridge Investment Management
New York
$510K -$719 -4 -0.1%
SWM
2516
Sugarloaf Wealth Management
Georgia
$510K – – –
ECAM
2517
East Coast Asset Management
Massachusetts
$508K -$36K -200 -6%
KOMWMG
2518
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$505K +$37.8K +210 +8%
CG
2519
Corundum Group
Colorado
$504K +$33.6K +187 +7%
GFP
2520
Gryphon Financial Partners
Ohio
$504K +$49.8K +277 +9%
ME
2521
McIlrath & Eck
Washington
$503K +$31.5K +175 +7%
RPA
2522
Rock Point Advisors
Vermont
$502K – – –
AP
2523
Atwood & Palmer
Missouri
$502K +$17.8K +99 +4%
AC
2524
Apella Capital
Connecticut
$500K +$38.3K +213 +8%
SAM
2525
SignalPoint Asset Management
Missouri
$499K +$27.7K +154 +6%
99 100
101
102 103