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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2676
Creative Financial Designs
Indiana
$272K +$5.46K +52 +2%
ECAM
2677
East Coast Asset Management
Massachusetts
$271K -$10.5K -100 -4%
CWM
2678
C2C Wealth Management
Arizona
$271K – – –
UW
2679
Unique Wealth
Florida
$271K -$20.8K -198 -8%
CCWM
2680
Correct Capital Wealth Management
Missouri
$271K +$7.88K +75 +3%
EWM
2681
EPG Wealth Management
Georgia
$270K -$37K -352 -13%
BC
2682
Brio Consultants
California
$270K +$255K +2,425 New
OKSA
2683
O'Keefe Stevens Advisory
New York
$270K +$23.6K +225 +10%
IPW
2684
Invictus Private Wealth
Colorado
$270K -$8.3K -79 -3%
CIA
2685
Compass Ion Advisors
Pennsylvania
$270K -$9.77K -93 -4%
GAM
2686
Gould Asset Management
California
$269K – – –
TNBTD
2687
Trustmark National Bank Trust Department
Mississippi
$269K – – –
FCFC
2688
First Citizens Financial Corp
Iowa
$269K – – –
DWG
2689
Darden Wealth Group
Michigan
$269K +$420 +4 +0.2%
CA
2690
Centerpoint Advisors
Massachusetts
$269K – – –
IAG
2691
Investment Advisory Group
Massachusetts
$269K +$18.2K +173 +8%
TA
2692
TFG Advisers
Michigan
$268K -$25.7K -245 -9%
OP
2693
ORG Partners
Indiana
$268K +$57.9K +551 +30%
VWA
2694
VSM Wealth Advisory
Maryland
$268K +$280K +2,665 New
MEAC
2695
M.E. Allison & Co
Texas
$267K +$252K +2,401 New
MRI
2696
Mad River Investors
Massachusetts
$267K – – –
SWM
2697
Sugarloaf Wealth Management
Georgia
$267K +$57.8K +550 +30%
SB
2698
Sunflower Bank
Texas
$266K +$28.9K +275 +13%
HWA
2699
Hilltop Wealth Advisors
North Carolina
$266K +$2.52K +24 +1%
MEG
2700
Millstone Evans Group
Colorado
$266K +$251K +2,389 New
106 107
108
109 110