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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2601
Hudock Inc
Pennsylvania
$282K -$18K -179 -6%
HS
2602
Horan Securities
United States
$281K +$5.24K +52 +2%
HNW
2603
High Note Wealth
Minnesota
$281K +$3.53K +35 +1%
APW
2604
Aurora Private Wealth
New Jersey
$281K +$283K +2,808 New
CWM
2605
Collaborative Wealth Management
Florida
$281K – – –
PCMC
2606
Private Capital Management (Colorado)
Colorado
$280K +$282K +2,798 New
CGH
2607
CMG Global Holdings
Texas
$280K -$30.4K -302 -10%
CSIA
2608
Carl Stuart Investment Advisor
Texas
$280K +$46.8K +464 New
IAG
2609
Investment Advisory Group
Massachusetts
$279K +$281K +2,791 New
MWP
2610
Meredith Wealth Planning
Illinois
$279K +$12.4K +123 +5%
CWP
2611
Concord Wealth Partners
Virginia
$279K +$907 +9 +0.3%
BAM
2612
Bellevue Asset Management
Washington
$279K – – –
FPWM
2613
FSB Premier Wealth Management
Iowa
$279K -$69.1K -685 -20%
MIC
2614
Meridian Investment Counsel
California
$278K +$9.58K +95 +4%
PPW
2615
Parcion Private Wealth
Washington
$278K +$11.9K +118 +4%
PIM
2616
Progressive Investment Management
Oregon
$277K +$1.01K +10 +0.4%
W
2617
WealthOne
New York
$277K +$302 +3 +0.1%
RFN
2618
RDA Financial Network
Iowa
$277K +$1.71K +17 +0.6%
SFB
2619
STAR Financial Bank
Indiana
$277K -$30.5K -303 -10%
ACM
2620
AlphaStar Capital Management
North Carolina
$277K -$149K -1,473 -35%
CSWG
2621
Cardinal Strategic Wealth Guidance
Kentucky
$277K -$63.4K -629 -18%
TAM
2622
Titleist Asset Management
Texas
$276K +$278K +2,755 New
PMG
2623
Private Management Group
California
$276K +$24.1K +239 +10%
HFP
2624
Holistic Financial Partners
Indiana
$276K -$11.9K -118 -4%
FPA
2625
First Pacific Advisors
California
$275K – – –
103 104
105
106 107