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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
2651
Payden & Rygel
California
$196K -$7.08M -67,000 -97%
HIW
2652
Holos Integrated Wealth
Pennsylvania
$194K – – –
GCP
2653
Gill Capital Partners
Colorado
$194K +$16.6K +157 +8%
TPWA
2654
Twin Peaks Wealth Advisors
California
$192K -$17.8K -168 -8%
BWA
2655
Basecamp Wealth Advisors
Washington
$191K -$2.54K -24 -1%
MSFP
2656
Mark Sheptoff Financial Planning
Connecticut
$189K – – –
IAAG
2657
Innovative Asset Advisors Group
Connecticut
$187K +$206K +1,945 New
MHR
2658
Matthew Hamilton Rosenberg
$186K -$93K -880 -31%
PWMG
2659
Prestige Wealth Management Group
New Jersey
$183K +$1.27K +12 +0.6%
SFFS
2660
Stonehage Fleming Financial Services
Jersey
$178K -$664K -6,280 -77%
SR
2661
Summer Road
Florida
$178K +$146K +1,382 +300%
USB
2662
Union Savings Bank
Connecticut
$177K – – –
BWL
2663
Bogart Wealth LLC
Virginia
$176K +$3.17K +30 +2%
MBFW
2664
Morton Brown Family Wealth
Pennsylvania
$173K +$21.1K +200 +13%
EWM
2665
Evermay Wealth Management
Virginia
$173K -$3.28K -31 -2%
LCA
2666
Legend Capital Advisors
New York
$173K -$951 -9 -0.5%
APW
2667
Aventura Private Wealth
Florida
$172K -$8.03K -76 -4%
FNWA
2668
Financial Network Wealth Advisors
Utah
$171K +$26.4K +250 +16%
NL
2669
NKCFO LLC
Illinois
$169K -$84.6K -800 -31%
PPP
2670
Prism Planning Partners
Illinois
$169K -$67.2K -636 -27%
S
2671
Sachetta
Massachusetts
$168K -$106 -1 -0.1%
GTAM
2672
Global Trust Asset Management
Florida
$167K -$602K -5,696 -77%
CB
2673
CNB Bank
Pennsylvania
$166K -$11.4K -108 -6%
WA
2674
Whipplewood Advisors
Colorado
$165K -$90.4K -855 -33%
SIS
2675
Strategic Investment Solutions
Illinois
$164K -$356K -3,364 -48%
105 106
107
108 109