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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1526
Cascadia Advisory Services
Oregon
$2.33M +$2.25M +16,130 New
FFM
1527
Fullerton Fund Management
Singapore
$2.33M +$2.25M +16,132 New
OCM
1528
Orleans Capital Management
Louisiana
$2.33M +$6.28K +45 +0.3%
NPP
1529
New Potomac Partners
Maryland
$2.33M -$54.4K -390 -2%
AA
1530
Altman Advisors
Illinois
$2.32M -$4.75K -34 -0.2%
IBOK
1531
Independence Bank of Kentucky
Kentucky
$2.32M +$52.3K +375 +2%
QCG
1532
Quadrant Capital Group
Ohio
$2.31M +$337K +2,415 +17%
LA
1533
Legacy Advisors
Pennsylvania
$2.31M +$55.8K +400 +3%
HA
1534
Hamel Associates
New Jersey
$2.3M +$53.7K +385 +2%
SVWAG
1535
Sound View Wealth Advisors Group
Georgia
$2.29M +$28.6K +205 +1%
SFP
1536
Shepherd Financial Partners
Massachusetts
$2.28M +$837 +6 +0%
CGL
1537
Clarius Group LLC
Washington
$2.27M -$36.3K -260 -2%
CM
1538
Capital Management
Virginia
$2.27M -$5.58K -40 -0.3%
MBTD
1539
Mechanics Bank - Trust Department
California
$2.27M -$94.6K -678 -4%
ACM
1540
Allred Capital Management
Texas
$2.26M -$106K -761 -5%
TCBWMS
1541
Texas Capital Bank Wealth Management Services
Texas
$2.26M +$2.18M +15,604 New
CAIMH
1542
Central Asset Investments & Management Holdings
Hong Kong
$2.25M -$100K -720 -4%
AWM
1543
Avior Wealth Management
Nebraska
$2.25M +$109K +782 +5%
MFWM
1544
Motley Fool Wealth Management
Virginia
$2.25M +$22.3K +160 +1%
ISWM
1545
Independent Solutions Wealth Management
New York
$2.24M +$2.16M +15,502 New
KTC
1546
Kistler-Tiffany Companies
Pennsylvania
$2.23M +$57.9K +415 +3%
BO
1547
BRR OpCo
Ohio
$2.23M -$55.1K -395 -3%
BHIA
1548
Birch Hill Investment Advisors
Massachusetts
$2.22M +$11.9K +85 +0.6%
DTC
1549
Davidson Trust Company
Washington
$2.22M +$2.14M +15,365 New
LWM
1550
Laidlaw Wealth Management
New York
$2.22M +$2.14M +15,330 New
60 61
62
63 64