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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2976
Emerald Advisors
Washington
$227K +$369 +2 +0.2%
WCFA
2977
Walkner Condon Financial Advisors
Wisconsin
$227K +$8.11K +44 +4%
AW
2978
Avion Wealth
Texas
$226K -$36.9K -200 -14%
CIA
2979
Compass Ion Advisors
Pennsylvania
$226K -$18.1K -98 -7%
PWM
2980
Purus Wealth Management
California
$226K -$8.11K -44 -3%
SL
2981
Savior LLC
Massachusetts
$226K +$922 +5 +0.4%
SWM
2982
Sanctuary Wealth Management
Idaho
$225K -$22.1K -120 -9%
SFPG
2983
Stonebridge Financial Planning Group
Florida
$225K -$18.4K -100 -8%
ARMC
2984
American Research & Management Company
Massachusetts
$225K – – –
GSEP
2985
Golden State Equity Partners
California
$223K -$216K -1,173 -49%
JWM
2986
Jackson Wealth Management
Florida
$223K – – –
HWM
2987
HighMark Wealth Management
Minnesota
$223K +$553 +3 +0.2%
WA
2988
WESPAC Advisors
California
$223K +$223K +1,209 New
AC
2989
Asio Capital
Kentucky
$223K +$223K +1,211 New
SAM
2990
Shikiar Asset Management
New York
$222K – – –
PNAA
2991
Pictet North America Advisors
Switzerland
$221K -$1.21M -6,550 -85%
NCM
2992
New Capital Management
Texas
$221K – – –
PWP
2993
Personal Wealth Partners
Minnesota
$220K -$24.2K -131 -10%
UIA
2994
UBP Investment Advisors
Switzerland
$220K – – –
AC
2995
Alley Company
Illinois
$218K – – –
CHP
2996
Cable Hill Partners
Oregon
$218K +$1.11K +6 +0.5%
FSA
2997
Financial Sense Advisors
California
$217K -$4.98K -27 -2%
BP
2998
BCK Partners
New York
$216K – – –
WA
2999
Wealth Advisors
California
$216K +$218K +1,184 New
MAM
3000
MMA Asset Management
Pennsylvania
$214K -$141K -767 -40%
118 119
120
121 122