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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1051
Ascent Group
Virginia
$2.09M +$83.1K +815 +4%
EWM
1052
Empirical Wealth Management
Washington
$2.08M +$44.2K +434 +2%
TA
1053
Tectonic Advisors
Texas
$2.08M +$261K +2,562 +13%
WBC
1054
Westpac Banking Corp
Australia
$2.07M -$508K -4,985 -19%
AWA
1055
Aaron Wealth Advisors
Illinois
$2.07M +$363K +3,565 +20%
BB
1056
Berkshire Bank
Massachusetts
$2.06M -$67.5K -662 -3%
AA
1057
Auxano Advisors
Washington
$2.06M +$53.5K +525 +3%
MBT
1058
Montecito Bank & Trust
California
$2.04M +$146K +1,431 +7%
JRP
1059
Jasper Ridge Partners
California
$2.03M – – –
AC
1060
Addison Capital
Pennsylvania
$2.03M -$142K -1,389 -6%
I
1061
InvesTrust
Oklahoma
$2.03M -$51.9K -509 -2%
TCA
1062
Transcend Capital Advisors
New Jersey
$2.03M +$7.44K +73 +0.3%
KCM
1063
Kornitzer Capital Management
Kansas
$2.02M -$37.5K -368 -2%
CWM
1064
Cornerstone Wealth Management
Missouri
$2.02M -$2.85K -28 -0.1%
IBOK
1065
Independence Bank of Kentucky
Kentucky
$2.01M -$101K -993 -5%
MC
1066
Mirabaud & Cie
Switzerland
$2.01M – – –
TSW
1067
Thompson Siegel & Walmsley
Virginia
$2.01M -$137K -1,340 -6%
ANTB
1068
AMG National Trust Bank
Colorado
$2M -$749K -7,344 -26%
FWTB
1069
First Western Trust Bank
Colorado
$1.99M -$140K -1,376 -6%
FI
1070
FinArc Investments
Massachusetts
$1.98M +$118K +1,161 +6%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$1.97M -$23.4K -230 -1%
MCM
1072
Mengis Capital Management
Oregon
$1.97M -$81.6K -800 -4%
OC
1073
Oarsman Capital
Wisconsin
$1.97M -$26.7K -262 -1%
TGAM
1074
TBH Global Asset Management
Tennessee
$1.97M -$20.4K -200 -1%
DWA
1075
Douglass Winthrop Advisors
New York
$1.97M -$113K -1,108 -5%
41 42
43
44 45