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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2901
TimeScale Financial
Massachusetts
$145K -$9.28K -92 -6%
MBFW
2902
Morton Brown Family Wealth
Pennsylvania
$145K +$3.83K +38 +3%
LFA
2903
Level Financial Advisors
New York
$143K -$504 -5 -0.3%
WAM
2904
Wolverine Asset Management
Illinois
$139K -$4.76M -47,174 -97%
BEI
2905
Benjamin Edwards Inc
Missouri
$138K -$85.6K -849 -38%
CSC
2906
Caldwell Sutter Capital
California
$137K +$48.9K +485 +55%
PP
2907
PFS Partners
New Jersey
$136K -$17.1K -170 -11%
FMP
2908
Financial Management Professionals
Texas
$130K +$86.7K +860 +196%
HT
2909
Headlands Technologies
Illinois
$128K +$96.5K +957 +297%
CIM
2910
Contravisory Investment Management
Massachusetts
$127K – – –
HWM
2911
HighMark Wealth Management
Minnesota
$127K +$4.74K +47 +4%
MAM
2912
Magellan Asset Management
Australia
$126K -$22.2K -220 -15%
KFS
2913
Kelly Financial Services
Massachusetts
$123K +$1.11K +11 +0.9%
OCM
2914
Orion Capital Management
California
$122K -$3.02K -30 -2%
MCA
2915
Maryland Capital Advisors
Maryland
$122K – – –
AFS
2916
Annapolis Financial Services
Maryland
$121K – – –
RAM
2917
Riggs Asset Management
Pennsylvania
$117K +$76.1K +755 +184%
ASBI
2918
American State Bank (Iowa)
Iowa
$117K – – –
KC
2919
Kenfarb & Co
Kentucky
$116K – – –
CCM
2920
Copeland Capital Management
Pennsylvania
$115K -$50.4K -500 -30%
IFAM
2921
Institutional & Family Asset Management
Colorado
$113K +$11.9K +118 +12%
LSA
2922
Lansing Street Advisors
Pennsylvania
$111K +$105K +1,043 +1,512%
CP
2923
Castleview Partners
Texas
$110K -$12.1K -120 -10%
AWM
2924
Activest Wealth Management
Florida
$110K +$113K +1,117 New
BCP
2925
Blue Chip Partners
Michigan
$108K +$108K +1,076 New
115 116
117
118 119