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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1601
StoneX Group
New York
$335K -$303K -2,947 -46%
SCI
1602
Stableford Capital II
Arizona
$335K +$53.1K +516 +18%
SWA
1603
Sutton Wealth Advisors
Florida
$333K -$5.35K -52 -2%
MCIA
1604
Mountain Capital Investment Advisors
Colorado
$333K +$22.2K +216 +7%
KA
1605
KLCM Advisors
Wisconsin
$333K +$69.1K +672 +25%
PFBT
1606
Parkside Financial Bank & Trust
Missouri
$332K -$939K -9,125 -73%
RP
1607
Reinhart Partners
Wisconsin
$331K -$28.8K -280 -8%
KSA
1608
Ken Stern & Associates
California
$330K -$6.79K -66 -2%
PV
1609
Private Vista
Illinois
$330K +$92.8K +902 +37%
PWAG
1610
Polaris Wealth Advisory Group
California
$326K -$4.22K -41 -1%
UBWV
1611
United Bank (West Virginia)
West Virginia
$326K – – –
IF
1612
IRON Financial
Illinois
$326K +$514 +5 +0.2%
PHAM
1613
Palisades Hudson Asset Management
Florida
$325K – – –
JIM
1614
Jupiter Investment Management
United Kingdom
$325K +$339K +3,300 New
SG
1615
Swarthmore Group
Pennsylvania
$325K +$339K +3,300 New
LRIC
1616
Long Road Investment Counsel
Michigan
$323K – – –
BCM
1617
Becker Capital Management
Oregon
$323K +$15K +146 +5%
RPA
1618
Rock Point Advisors
Vermont
$322K – – –
SWK
1619
Stephen W. Kidder
$321K – – –
VNA
1620
VNBTrust National Association
Virginia
$320K – – –
AF
1621
Affiance Financial
Minnesota
$318K +$7.61K +74 +2%
PA
1622
Probity Advisors
Texas
$318K +$22.7K +221 +7%
ST
1623
Sabal Trust
Florida
$318K +$51.4K +500 +18%
QCMC
1624
Quantum Capital Management (California)
California
$317K +$6.79K +66 +2%
CAL
1625
Capital Analysts LLC
Pennsylvania
$314K -$110K -1,069 -25%
63 64
65
66 67