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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
2876
Navalign LLC
California
$284K +$284K +1,539 New
GPA
2877
Guidance Point Advisors
Massachusetts
$282K -$18.4K -100 -6%
NWS
2878
Newport Wealth Strategies
California
$282K -$16.8K -91 -6%
NEPPG
2879
New England Professional Planning Group
Rhode Island
$282K +$5.53K +30 +2%
SIC
2880
SFE Investment Counsel
California
$281K -$4.98K -27 -2%
CMO
2881
Covenant Multifamily Offices
Texas
$281K +$46.1K +250 +20%
YMRC
2882
Yorktown Management & Research Company
Virginia
$280K -$330K -1,790 -54%
RWRC
2883
R.W. Roge & Company
New York
$280K -$7.75K -42 -3%
IIM
2884
InTrack Investment Management
Vermont
$280K – – –
GCA
2885
Genesee Capital Advisors
New York
$280K +$280K +1,518 New
IEFM
2886
IQ EQ Fund Management
Ireland
$279K -$373K -2,022 -57%
FAM
2887
Fenimore Asset Management
New York
$279K – – –
CMBA
2888
C.M. Bidwell & Associates
Hawaii
$278K -$98.1K -532 -26%
CFO
2889
CVA Family Office
Colorado
$278K +$244K +1,323 +715%
FFA
2890
Fi3 Financial Advisors
Indiana
$278K +$277K +1,504 New
SIGI
2891
Susquehanna International Group (Ireland)
Ireland
$278K +$278K +1,506 New
APW
2892
Acima Private Wealth
Virginia
$277K -$36.9K -200 -12%
SWM
2893
Shakespeare Wealth Management
Wisconsin
$277K – – –
IWP
2894
Innova Wealth Partners
Pennsylvania
$277K +$1.84K +10 +0.7%
LF
2895
Lee Financial
Texas
$277K +$240K +1,300 +650%
FIA
2896
FNY Investment Advisers
New York
$276K -$1.01M -5,500 -79%
DBRC
2897
D.B. Root & Company
Pennsylvania
$276K -$179K -969 -39%
HAFS
2898
Hapanowicz & Associates Financial Services
Pennsylvania
$276K -$135K -732 -33%
SFP
2899
Sterling Financial Planning
New Jersey
$276K – – –
AIS
2900
AM Investment Strategies
Tennessee
$276K +$18.4K +100 +7%
114 115
116
117 118