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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1476
South Street Advisors
New York
$448K +$27.3K +273 +6%
EC
1477
Eachwin Capital
New York
$443K – – –
LCP
1478
Legacy Capital Partners
Wisconsin
$442K +$25K +250 +6%
BWFM
1479
Bridgewater Wealth & Financial Management
Maryland
$440K – – –
GI
1480
Gradient Investments
Minnesota
$440K +$12.5K +125 +3%
DT
1481
Diversified Trust
Tennessee
$436K – – –
NL
1482
NWAM LLC
Washington
$435K -$10.6K -106 -2%
CRC
1483
Curi RMB Capital
Illinois
$435K +$16K +160 +4%
SLF
1484
Sun Life Financial
Ontario, Canada
$430K -$272K -2,724 -38%
HHGA
1485
Halbert Hargrove Global Advisors
California
$427K +$46.1K +461 +12%
LCM
1486
Leisure Capital Management
California
$421K – – –
SCP
1487
Seizert Capital Partners
Michigan
$420K – – –
MSFP
1488
Mark Sheptoff Financial Planning
Connecticut
$415K -$40K -400 -9%
GBT
1489
Grove Bank & Trust
Florida
$413K -$8.9K -89 -2%
CCM
1490
Check Capital Management
California
$413K +$25K +250 +6%
MC
1491
Marcus Capital
Illinois
$411K – – –
ABP
1492
Arthur B. Page
$410K – – –
KAM
1493
Keeley Asset Management
Illinois
$410K – – –
AIM
1494
Advantage Investment Management
Iowa
$410K +$6.9K +69 +2%
LP
1495
LGL Partners
Pennsylvania
$407K – – –
SFG
1496
SevenBridge Financial Group
Pennsylvania
$406K -$5.19M -51,863 -93%
RMC
1497
Regis Management Company
California
$406K – – –
BHTS
1498
Bar Harbor Trust Services
Maine
$403K – – –
TAM
1499
Trillium Asset Management
Massachusetts
$403K +$41.5K +415 +11%
WA
1500
Wheatland Advisors
Pennsylvania
$401K -$10K -100 -2%
58 59
60
61 62