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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2501
Personal CFO Solutions
New Jersey
$499K +$22.6K +127 +4%
BFWA
2502
Benchmark Financial Wealth Advisors
Florida
$499K +$37.6K +211 +8%
AWM
2503
Accurate Wealth Management
Florida
$498K -$65.8K -369 -11%
SIA
2504
SkyView Investment Advisors
New Jersey
$497K -$374K -2,096 -42%
CG
2505
Corundum Group
Colorado
$497K +$11.9K +67 +2%
AP
2506
Atwood & Palmer
Missouri
$497K +$15K +84 +3%
SW
2507
StrongBox Wealth
Missouri
$496K +$59.9K +336 +13%
ACM
2508
Ategra Capital Management
Virginia
$494K -$21.4K -120 -4%
TWM
2509
Titus Wealth Management
California
$492K – – –
RIM
2510
Rockbridge Investment Management
New York
$491K – – –
PA
2511
PSI Advisors
Florida
$491K +$58.3K +327 +13%
WFMPM
2512
Woodley Farra Manion Portfolio Management
Indiana
$490K -$3.56K -20 -0.7%
SWM
2513
Sugarloaf Wealth Management
Georgia
$490K – – –
IWA
2514
Inspirion Wealth Advisors
Illinois
$490K +$18.4K +103 +4%
ECAM
2515
East Coast Asset Management
Massachusetts
$489K – – –
SAM
2516
SignalPoint Asset Management
Missouri
$487K +$6.77K +38 +1%
ME
2517
McIlrath & Eck
Washington
$485K +$1.6K +9 +0.3%
CIAS
2518
CFS Investment Advisory Services
New Jersey
$485K +$511K +2,865 New
LAM
2519
LifePro Asset Management
California
$484K +$42.8K +240 +9%
RPA
2520
Rock Point Advisors
Vermont
$483K – – –
WP
2521
WealthShield Partners
North Carolina
$482K -$507K -2,844 -50%
PWM
2522
Prentice Wealth Management
New York
$482K +$1.78K +10 +0.4%
TFF
2523
The Family Firm
Maryland
$482K +$11.6K +65 +2%
DS
2524
DRW Securities
Illinois
$479K +$125K +699 +33%
WPA
2525
Winning Points Advisors
Florida
$479K +$165K +925 +49%
99 100
101
102 103