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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1501
TBH Global Asset Management
Tennessee
$3.05M – – –
DI
1502
DAGCO Inc
Ohio
$3.05M +$57.5K +312 +2%
KJWM
1503
Kiley Juergens Wealth Management
Washington
$3.04M +$18.3K +99 +0.6%
CIA
1504
Cohen Investment Advisors
New Hampshire
$3.03M +$142K +772 +5%
SSG
1505
Summit Securities Group
New York
$3.03M +$399K +2,161 +15%
MFG
1506
MidWestOne Financial Group
Iowa
$3.03M -$38.7K -210 -1%
KC
1507
Kingfisher Capital
North Carolina
$3.03M +$219K +1,188 +8%
APP
1508
Avantax Planning Partners
Iowa
$3.03M -$282K -1,527 -9%
AAM
1509
Auxier Asset Management
Oregon
$3.02M -$34.1K -185 -1%
RDWM
1510
Red Door Wealth Management
Tennessee
$3.02M +$317K +1,719 +12%
KOC
1511
Koss-Olinger Consulting
Florida
$3.01M +$3.01M +16,333 New
S
1512
Seeyond
France
$3.01M +$466K +2,526 +18%
DR
1513
Davis Rea
Ontario, Canada
$3.01M -$472K -2,557 -14%
MM
1514
Meridian Management
Arkansas
$3M -$2.42M -13,116 -45%
BP
1515
Ballentine Partners
Massachusetts
$3M +$75.8K +411 +3%
SA
1516
Strategic Advisors
New York
$3M +$79.7K +432 +3%
CVM
1517
Cheviot Value Management
California
$3M +$100K +542 +3%
CCM
1518
Coldstream Capital Management
Washington
$2.99M -$60.5K -328 -2%
FF
1519
FourThought Financial
Florida
$2.98M -$98.1K -532 -3%
DIA
1520
Dean Investment Associates
Ohio
$2.97M -$66.6K -361 -2%
PT
1521
Plimoth Trust
Massachusetts
$2.96M -$97K -526 -3%
BMC
1522
Benin Management Corp
Connecticut
$2.95M -$664K -3,600 -18%
CPC
1523
Cookson Peirce & Co
Pennsylvania
$2.94M +$2.94M +15,962 New
BC
1524
Breakline Capital
New York
$2.93M +$2.93M +15,882 New
YWP
1525
YorkBridge Wealth Partners
New York
$2.93M +$613K +3,322 +26%
59 60
61
62 63