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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2726
StrongBox Wealth
Missouri
$351K -$15.4K -107 -5%
LCC
2727
Lincoln Capital Corp
Rhode Island
$351K +$10.9K +76 +4%
AWS
2728
Arkfeld Wealth Strategies
Nebraska
$350K +$114K +792 +40%
OWM
2729
Opes Wealth Management
California
$349K +$18.9K +132 +7%
MAM
2730
MMA Asset Management
Pennsylvania
$349K +$277K +1,928 New
GA
2731
Geller Advisors
New York
$347K – – –
JWM
2732
JGP Wealth Management
Oregon
$347K +$6.32K +44 +2%
SAG
2733
Spotlight Asset Group
Illinois
$346K -$47.8K -333 -15%
4WM
2734
4J Wealth Management
Virginia
$346K +$274K +1,912 New
PAG
2735
Pinnacle Advisory Group
Maryland
$345K -$12.8K -89 -4%
PG
2736
Pendal Group
Australia
$345K +$273K +1,905 New
NCM
2737
Next Capital Management
New York
$344K -$14.4K -100 -5%
JI
2738
Jeereddi Investments
California
$344K – – –
RWG
2739
Regal Wealth Group
California
$344K +$144 +1 +0.1%
SB
2740
Strategic Blueprint
Georgia
$344K +$273K +1,900 New
AIM
2741
Axiom Investment Management
New York
$343K +$468K +3,258 New
NQWM
2742
Northwest Quadrant Wealth Management
Oregon
$342K – – –
MAM
2743
McCarthy Asset Management
California
$341K +$270K +1,882 New
FFC
2744
First Financial Corp
Indiana
$340K -$8.18K -57 -3%
BWM
2745
BT Wealth Management
Georgia
$339K -$12.8K -89 -5%
CC
2746
Caxton Corporation
New Jersey
$339K +$268K +1,870 New
GCP
2747
Gill Capital Partners
Colorado
$336K +$1.44K +10 +0.5%
PFA
2748
Pettinga Financial Advisors
Indiana
$336K +$266K +1,854 New
WFMPM
2749
Woodley Farra Manion Portfolio Management
Indiana
$335K -$113K -788 -30%
PM
2750
Penbrook Management
New York
$335K +$266K +1,850 New
108 109
110
111 112