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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2876
Pendal Group
Australia
$245K -$5.43M -30,485 -95%
HWA
2877
Heartwood Wealth Advisors
Virginia
$245K +$4.46K +25 +2%
CCI
2878
Credit Capital Investments
New Jersey
$244K +$257K +1,442 New
SFS
2879
Solitude Financial Services
Virginia
$243K +$256K +1,436 New
3F
2880
360 Financial
Minnesota
$242K – – –
AGA
2881
Arkos Global Advisors
Texas
$242K – – –
IEFM
2882
IQ EQ Fund Management
Ireland
$239K -$18.5K -104 -7%
CST
2883
Charles Schwab Trust
Nevada
$238K -$219K -1,231 -47%
BWM
2884
Brickley Wealth Management
California
$237K +$31.9K +179 +15%
AIIMS
2885
Analyst IMS Investment Management Services
Israel
$236K -$3.74K -21 -1%
PFA
2886
Pettinga Financial Advisors
Indiana
$236K +$1.78K +10 +0.7%
FFA
2887
Fi3 Financial Advisors
Indiana
$236K +$9.98K +56 +4%
AC
2888
AlphaCore Capital
California
$236K +$249K +1,395 New
MAM
2889
Must Asset Management
South Korea
$235K – – –
CMP
2890
Courage Miller Partners
Virginia
$233K – – –
SSCA
2891
South Shore Capital Advisors
Massachusetts
$232K -$14.3K -80 -6%
FC
2892
Financial Consulate
Maryland
$231K -$1.78K -10 -0.7%
FS
2893
Ferguson Shapiro
Georgia
$230K -$1.96K -11 -0.8%
AIS
2894
AM Investment Strategies
Tennessee
$230K – – –
RWA
2895
RGT Wealth Advisors
Texas
$229K -$332K -1,861 -58%
CC
2896
Cadinha & Co
Hawaii
$229K – – –
HFS
2897
Howard Financial Services
Texas
$228K -$34K -191 -12%
CAM
2898
Claret Asset Management
Quebec, Canada
$227K -$11.8K -66 -5%
ACM
2899
Armbruster Capital Management
New York
$227K – – –
JI
2900
Jeereddi Investments
California
$227K – – –
114 115
116
117 118