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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1326
Spectrum Asset Management (California)
California
$968K -$5.47K -50 -0.5%
NSB
1327
Norway Savings Bank
Maine
$967K -$3.29K -30 -0.3%
CWA
1328
Cypress Wealth Advisors
California
$960K -$461K -4,213 -32%
BWP
1329
Baldwin Wealth Partners
Massachusetts
$946K -$60.2K -550 -6%
SFG
1330
SevenBridge Financial Group
Pennsylvania
$945K +$5.26K +48 +0.5%
CPO
1331
Cerity Partners OCIO
New York
$943K +$84K +767 +9%
MFW
1332
Meristem Family Wealth
Minnesota
$933K +$94.5K +863 +11%
AFP
1333
Ausdal Financial Partners
Iowa
$932K +$42.6K +389 +5%
VFPI
1334
Vantage Financial Partners (Illinois)
Illinois
$925K +$953K +8,700 New
GC
1335
Gratus Capital
Georgia
$923K -$27.2K -248 -3%
CCM
1336
Chickasaw Capital Management
Tennessee
$919K +$10.9K +100 +1%
WA
1337
Winfield Associates
Ohio
$910K -$36.8K -336 -4%
AI
1338
Accredited Investors
Minnesota
$905K -$1.64K -15 -0.2%
FPFS
1339
First Personal Financial Services
North Carolina
$904K -$36.7K -335 -4%
MRCM
1340
M&R Capital Management
New Jersey
$903K +$5.47K +50 +0.6%
PFSC
1341
Peoples Financial Services Corp
Pennsylvania
$898K +$19.2K +175 +2%
CIM
1342
CenturyLink Investment Management
Colorado
$895K -$64.1K -585 -6%
NL
1343
NWAM LLC
Washington
$894K +$79.8K +729 +9%
IIA
1344
IPG Investment Advisors
California
$889K -$168K -1,535 -15%
GBT
1345
Grove Bank & Trust
Florida
$888K +$275K +2,513 +43%
TWA
1346
TCI Wealth Advisors
Arizona
$886K -$13.8K -126 -1%
WPC
1347
White Pine Capital
Minnesota
$884K -$36.1K -330 -4%
IIM
1348
Ipswich Investment Management
Massachusetts
$884K +$2.74K +25 +0.3%
OLA
1349
Oliver Luxxe Assets
New Jersey
$880K +$27.4K +250 +3%
JCM
1350
Jacobi Capital Management
Pennsylvania
$879K +$27.3K +249 +3%
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