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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3101
Seneschal Advisors
Washington
$14.6K – – –
ACM
3102
Accent Capital Management
Ohio
$14.3K – – –
AIA
3103
Aventus Investment Advisors
Florida
$14.1K – – –
MAS
3104
MPWM Advisory Solutions
Georgia
$13.9K – – –
CA
3105
Cresta Advisors
Texas
$13.7K +$13.2K +120 New
BAM
3106
BOCHK Asset Management
Hong Kong
$13.3K +$12.9K +117 New
NRWA
3107
North Ridge Wealth Advisors
Oregon
$13.2K – – –
SHIM
3108
Stone House Investment Management
Pennsylvania
$13K +$2.42K +22 +24%
KCM
3109
Key Capital Management
Tennessee
$12.7K +$12.3K +112 New
BFS
3110
Burkett Financial Services
South Carolina
$12.7K -$110 -1 -0.9%
JFG
3111
JDM Financial Group
Texas
$12.5K – – –
LFA
3112
LGT Financial Advisors
Texas
$12.3K -$6.06K -55 -34%
FIM
3113
FWL Investment Management
Texas
$11.6K +$11.2K +102 New
IA
3114
IFS Advisors
Kansas
$11.6K – – –
NA
3115
Networth Advisors
Pennsylvania
$11.4K +$11K +100 New
MPW
3116
MASECO Private Wealth
$11.3K +$10.9K +99 New
EA
3117
Evolution Advisers
Virginia
$11K – – –
CFP
3118
Comprehensive Financial Planning
Pennsylvania
$10.8K – – –
DRP
3119
Decker Retirement Planning
Utah
$10.7K – – –
FA
3120
Fountainhead AM
New Jersey
$10.5K -$467K -4,243 -98%
CFM
3121
Cornerstone Financial Management
Massachusetts
$10.4K +$10K +91 New
ETS
3122
ESL Trust Services
New York
$9.56K -$551 -5 -6%
PWA
3123
Principia Wealth Advisory
Texas
$9.33K +$330 +3 +4%
GC
3124
Gould Capital
Washington
$9.1K +$1.1K +10 +14%
HIA
3125
HFM Investment Advisors
New Jersey
$8.53K +$2.64K +24 +47%
123 124
125
126 127