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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1551
Moisand Fitzgerald Tamayo
Florida
$692K -$10.6K -104 -2%
CIM
1552
CIM Investment Management
Pennsylvania
$686K -$20.4K -199 -3%
IB
1553
Intrust Bank
Kansas
$685K -$121K -1,181 -15%
PPSG
1554
Princeton Portfolio Strategies Group
New Jersey
$685K +$71.6K +700 +12%
CWA
1555
Cypress Wealth Advisors
California
$684K – – –
LFASL
1556
Lugano Financial Advisors SA (LFA)
Switzerland
$684K +$672K +6,570 New
BIM
1557
Barton Investment Management
Pennsylvania
$682K – – –
IUHSA
1558
Itau Unibanco Holding S.A.
Brazil
$681K -$531K -5,193 -44%
WP
1559
WealthPLAN Partners
Nebraska
$680K +$20.5K +200 +3%
HR
1560
Howe & Rusling
New York
$679K +$7.26K +71 +1%
FPCG
1561
Fort Pitt Capital Group
Pennsylvania
$678K -$14.2K -139 -2%
QPWM
1562
Quadrant Private Wealth Management
Pennsylvania
$677K +$14.1K +138 +2%
RPC
1563
Rossmore Private Capital
Connecticut
$674K -$3.99K -39 -0.6%
VWA
1564
V Wealth Advisors
Kansas
$674K +$5.11K +50 +0.8%
BWM
1565
Bernicke Wealth Management
Wisconsin
$672K +$64.5K +631 +11%
CIM
1566
CenturyLink Investment Management
Colorado
$671K -$66.2K -647 -9%
IDBONY
1567
Israel Discount Bank of New York
New York
$670K -$1.33K -13 -0.2%
BI
1568
Bramshill Investments
Florida
$670K +$653K +6,389 New
TF
1569
TLWM Financial
Texas
$669K -$16.3K -159 -2%
SGS
1570
Sterling Global Strategies
California
$669K – – –
OIA
1571
OneDigital Investment Advisors
Kansas
$669K +$30.7K +300 +5%
JA
1572
JOYN Advisors
Georgia
$669K +$518K +5,064 +385%
IP
1573
Intellectus Partners
California
$667K +$54.7K +535 +9%
AP
1574
Arlington Partners
Alabama
$660K +$8.18K +80 +1%
ECAM
1575
East Coast Asset Management
Massachusetts
$654K -$27.2K -266 -4%
61 62
63
64 65