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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1476
Corient Capital Partners
California
$1.15M +$551K +4,842 +86%
KJWM
1477
Kiley Juergens Wealth Management
Washington
$1.15M +$32.5K +286 +3%
MME
1478
Meag Munich Ergo
Germany
$1.14M -$3.31M -29,081 -73%
BWP
1479
BSW Wealth Partners
Colorado
$1.14M -$11.4K -100 -1%
FBFS
1480
First Business Financial Services
Wisconsin
$1.13M +$103K +905 +10%
SWA
1481
Stratos Wealth Advisors
Ohio
$1.13M +$1.17M +10,318 New
SWRP
1482
Summit Wealth & Retirement Planning
California
$1.13M +$1.17M +10,302 New
AHB
1483
Abner Herrman & Brock
New Jersey
$1.13M +$132K +1,160 +13%
CWM
1484
Cornerstone Wealth Management
Missouri
$1.12M +$1.16M +10,192 New
SFG
1485
SevenBridge Financial Group
Pennsylvania
$1.12M +$52K +457 +5%
OIMU
1486
Orbis Investment Management (US)
California
$1.12M +$1.16M +10,204 New
ARG
1487
Advisory Resource Group
Oklahoma
$1.11M +$1.15M +10,134 New
PG
1488
Proffitt & Goodson
Tennessee
$1.11M -$41.2K -362 -3%
GPA
1489
Garrison Point Advisors
California
$1.11M +$1.15M +10,111 New
PL
1490
Polianta Ltd
Jersey
$1.11M +$1.15M +10,100 New
PHS
1491
Pekin Hardy Strauss
Illinois
$1.11M -$28.4K -250 -2%
WMG
1492
WESCAP Management Group
California
$1.11M -$7.39K -65 -0.6%
SLG
1493
Stanley-Laman Group
Pennsylvania
$1.1M +$3.87K +34 +0.3%
KFP
1494
KMG Fiduciary Partners
Ohio
$1.1M +$1.14M +10,060 New
NME
1495
Notis-McConarty Edward
$1.1M +$1.14M +10,015 New
KCMRT
1496
Kemper Corp Master Retirement Trust
Illinois
$1.1M – – –
HCM
1497
Highlander Capital Management
New Jersey
$1.1M +$28.4K +250 +3%
IP
1498
Intellectus Partners
California
$1.08M +$333K +2,927 +43%
KLI
1499
Kelman-Lazarov Inc
Tennessee
$1.08M -$198K -1,738 -15%
OAM
1500
Oak Asset Management
California
$1.08M +$13.9K +122 +1%
58 59
60
61 62