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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1201
Monetary Management Group
Missouri
$2.15M – – –
PH
1202
Pinnacle Holdings
Oklahoma
$2.15M +$6.48K +57 +0.3%
JCM
1203
Jacobi Capital Management
Pennsylvania
$2.14M +$659K +5,796 +42%
MF
1204
Manchester Financial
California
$2.14M +$2.22M +19,533 New
RG
1205
Rikoon Group
New Mexico
$2.14M -$310K -2,726 -12%
LCS
1206
Levin Capital Strategies
New York
$2.11M -$167K -1,465 -7%
ACM
1207
Ativo Capital Management
Illinois
$2.1M -$17.6K -155 -0.8%
LNC
1208
Lincoln National Corp
Pennsylvania
$2.1M +$65.1K +573 +3%
CPC
1209
Congress Park Capital
New York
$2.09M – – –
SCP
1210
Stamos Capital Partners
California
$2.08M +$2.16M +19,000 New
CCG
1211
Cypress Capital Group
Florida
$2.08M +$26.7K +235 +1%
FBT
1212
First Bankers Trust
Kentucky
$2.08M +$985K +8,664 +84%
DM
1213
Delphi Management
Massachusetts
$2.07M -$126K -1,104 -6%
CRC
1214
Curi RMB Capital
Illinois
$2.07M -$62.1K -546 -3%
FIM
1215
Fruth Investment Management
Texas
$2.07M +$45.5K +400 +2%
PCA
1216
Providence Capital Advisors
North Carolina
$2.07M +$84.7K +745 +4%
BFA
1217
Bragg Financial Advisors
North Carolina
$2.06M +$486K +4,278 +30%
BOS
1218
Bank of Stockton
California
$2.06M -$48.7K -428 -2%
AAS
1219
Avantax Advisory Services
Texas
$2.06M +$2.11M +18,601 New
UBG
1220
United Bank (Georgia)
Georgia
$2.06M -$21K -185 -1%
WI
1221
Wintrust Investments
Illinois
$2.05M -$4.06M -35,710 -66%
SIMM
1222
Stillwater Investment Management (Minnesota)
Minnesota
$2.04M – – –
PWS
1223
Peloton Wealth Strategists
Indiana
$2.04M +$79.6K +700 +4%
BA
1224
Bristol Advisors
Pennsylvania
$2.04M +$2.11M +18,600 New
CHJWM
1225
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M +$7.62K +67 +0.4%
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