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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2801
Stephens Consulting
Michigan
$170K -$39.2K -365 -17%
LD
2802
Lipe & Dalton
New York
$166K – – –
AP
2803
Atwood & Palmer
Missouri
$165K +$10.3K +96 +6%
OP
2804
ORG Partners
Indiana
$165K -$77.4K -720 -30%
HB
2805
Horizon Bancorp
Indiana
$161K -$39.3K -366 -18%
AWM
2806
Atticus Wealth Management
Florida
$159K – – –
DIP
2807
DT Investment Partners
Pennsylvania
$158K +$537 +5 +0.3%
GP
2808
Greenline Partners
New York
$152K +$2.26K +21 +1%
TCA
2809
Trifecta Capital Advisors
Illinois
$152K -$107 -1 -0.1%
HC
2810
Hurley Capital
New York
$148K +$3.76K +35 +2%
WTFG
2811
Wood Tarver Financial Group
Idaho
$148K – – –
CWM
2812
Consultiva Wealth Management
Puerto Rico
$147K +$2.15K +20 +1%
PWMG
2813
Private Wealth Management Group
New Jersey
$145K -$75.1K -699 -32%
AWM
2814
Accredited Wealth Management
Kentucky
$144K -$25.8K -240 -14%
HWM
2815
HighMark Wealth Management
Minnesota
$143K +$5.16K +48 +3%
TVWM
2816
Tower View Wealth Management
Wisconsin
$142K +$752 +7 +0.5%
CPG
2817
Cornerstone Planning Group
New Jersey
$142K +$58.1K +541 +50%
CG
2818
Curat Global
New Hampshire
$142K +$154K +1,435 New
PP
2819
PrairieView Partners
Minnesota
$139K – – –
MWA
2820
Medallion Wealth Advisors
Connecticut
$139K -$61.7K -574 -29%
PWMA
2821
Pension & Wealth Management Advisors
Massachusetts
$139K -$15K -140 -9%
NIA
2822
NBZ Investment Advisors
Tennessee
$137K -$34K -316 -19%
FDW
2823
Fourth Dimension Wealth
Ohio
$135K +$25.1K +234 +21%
RTC
2824
Riverview Trust Company
Washington
$131K -$3.87K -36 -3%
MHR
2825
Matthew Hamilton Rosenberg
$130K +$5.27K +49 +4%
111 112
113
114 115