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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1576
L & S Advisors
California
$434K -$8.29K -85 -2%
FBT
1577
First Bank & Trust
South Dakota
$434K +$405K +4,158 New
LP
1578
LGL Partners
Pennsylvania
$431K – – –
LC
1579
Lourd Capital
California
$429K +$66.5K +682 +20%
IA
1580
Independence Advisors
Pennsylvania
$428K – – –
EA
1581
Efficient Advisors
Ohio
$427K -$16K -164 -4%
RMC
1582
Regis Management Company
California
$426K -$4.68K -48 -1%
HHGA
1583
Halbert Hargrove Global Advisors
California
$422K +$28.6K +293 +8%
CPA
1584
Clear Perspective Advisors
Illinois
$421K +$394K +4,042 New
VWA
1585
V Wealth Advisors
Kansas
$419K -$1.44M -14,777 -78%
SWM
1586
Segment Wealth Management
Texas
$418K +$28.1K +288 +8%
MC
1587
Marcus Capital
Illinois
$417K -$19.5K -200 -5%
WA
1588
Wheatland Advisors
Pennsylvania
$417K -$9.65K -99 -2%
FWM
1589
FFT Wealth Management
Pennsylvania
$417K – – –
GIA
1590
Guyasuta Investment Advisors
Pennsylvania
$417K +$20.3K +208 +5%
PWS
1591
Peloton Wealth Strategists
Indiana
$417K +$390K +4,000 New
FPCG
1592
Fort Pitt Capital Group
Pennsylvania
$415K -$16.6K -170 -4%
SFM
1593
Signet Financial Management
New Jersey
$414K -$58.1K -596 -13%
BCM
1594
Bourgeon Capital Management
Connecticut
$412K +$386K +3,957 New
BWFM
1595
Bridgewater Wealth & Financial Management
Maryland
$411K -$40.9K -419 -10%
VNA
1596
VNBTrust National Association
Virginia
$409K -$1.95K -20 -0.5%
FVP
1597
Firefly Value Partners
Pennsylvania
$409K +$383K +3,923 New
KA
1598
Klingman & Associates
New York
$407K -$12.7K -130 -3%
EAM
1599
Evanson Asset Management
California
$406K +$153K +1,574 +68%
ACM
1600
AKRE Capital Management
Virginia
$406K +$379K +3,891 New
62 63
64
65 66