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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1501
Capricorn Fund Managers
United Kingdom
$1.25M +$172K +1,600 +15%
BOH
1502
Bank of Hawaii
Hawaii
$1.25M +$84K +780 +7%
MIM
1503
Moseley Investment Management
Florida
$1.25M +$18.7K +174 +1%
SP
1504
Stablepoint Partners
Massachusetts
$1.25M -$334K -3,105 -19%
LFA
1505
Legacy Financial Advisors
Kentucky
$1.24M +$25.7K +239 +2%
SFA
1506
Semmax Financial Advisors
North Carolina
$1.24M +$297K +2,759 +24%
FNA
1507
First National Advisers
Nebraska
$1.24M +$66.6K +619 +5%
SCM
1508
Schnieders Capital Management
California
$1.23M -$89.6K -832 -6%
GAM
1509
Garrison Asset Management
Arkansas
$1.23M -$9.04K -84 -0.7%
FW
1510
FullCircle Wealth
Texas
$1.23M +$1.47M +13,699 New
OWP
1511
Obermeyer Wealth Partners
Colorado
$1.23M +$58.7K +545 +5%
KPP
1512
Kings Path Partners
Texas
$1.23M +$1.33M +12,358 New
CIA
1513
Cape Investment Advisory
Georgia
$1.23M -$50.9K -473 -4%
ZIC
1514
ZWJ Investment Counsel
Georgia
$1.23M +$137K +1,274 +12%
LWM
1515
LJI Wealth Management
Indiana
$1.22M -$744K -6,913 -36%
RIA
1516
Realta Investment Advisors
Delaware
$1.22M -$117K -1,084 -8%
ATC
1517
Adirondack Trust Company
New York
$1.22M -$28.9K -268 -2%
BI
1518
Ballast Inc
Kentucky
$1.22M +$124K +1,151 +10%
ESB
1519
Essex Savings Bank
Connecticut
$1.22M +$39.9K +371 +3%
CAC
1520
Certified Advisory Corp
Florida
$1.22M +$1.32M +12,265 New
NEAM
1521
New England Asset Management
Connecticut
$1.21M – – –
EHWM
1522
Eads & Heald Wealth Management
Georgia
$1.21M +$89K +827 +7%
RMCM
1523
Reynders McVeigh Capital Management
Massachusetts
$1.21M -$90.4K -840 -6%
LCM
1524
Leisure Capital Management
California
$1.2M +$30.6K +284 +2%
FFN
1525
Focus Financial Network
Minnesota
$1.2M +$57.8K +537 +5%
59 60
61
62 63