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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
2776
Engineers Gate Manager
New York
$313K -$237K -1,319 -43%
FPIS
2777
Financial Planning & Information Services
Wisconsin
$312K – – –
FMC
2778
Financial Management Concepts
Florida
$311K -$425K -2,363 -58%
SMFG
2779
Sumitomo Mitsui Financial Group
Japan
$310K -$432K -2,401 -57%
DE
2780
Day & Ennis
Georgia
$310K -$6.29K -35 -2%
BB
2781
Bell Bank
North Dakota
$310K +$1.8K +10 +0.6%
OAM
2782
Occidental Asset Management
California
$309K +$1.08K +6 +0.3%
LCC
2783
Lincoln Capital Corp
Rhode Island
$309K +$32.2K +179 +11%
SG
2784
Strid Group
Pennsylvania
$308K -$5.22K -29 -2%
CCM
2785
Chiron Capital Management
Florida
$307K – – –
NL
2786
NKCFO LLC
Illinois
$307K – – –
BDWCC
2787
B&D White Capital Company
Texas
$307K +$315K +1,750 New
CFA
2788
Cahill Financial Advisors
Minnesota
$306K -$10.8K -60 -3%
NQWM
2789
Northwest Quadrant Wealth Management
Oregon
$306K – – –
FCIM
2790
Fairview Capital Investment Management
California
$305K -$89.9K -500 -22%
HIS
2791
Harvest Investment Services
Illinois
$305K +$313K +1,738 New
TSS
2792
Two Sigma Securities
New York
$304K +$107K +596 +53%
OWM
2793
Opes Wealth Management
California
$303K -$20.7K -115 -6%
FA
2794
Fiducient Advisors
Illinois
$303K – – –
V
2795
VeraBank
Texas
$303K +$110K +613 +55%
PFA
2796
Plotkin Financial Advisors
Maryland
$302K +$112K +622 +57%
CAL
2797
Capital Advisors Ltd
Ohio
$301K -$10.3K -57 -3%
CH
2798
Canton Hathaway
Rhode Island
$301K – – –
ZF
2799
Zhang Financial
Michigan
$301K +$1.62K +9 +0.5%
CWM
2800
Curi Wealth Management
North Carolina
$301K +$24.3K +135 +9%
110 111
112
113 114