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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1601
Clean Yield Group
Vermont
$522K +$36K +339 +7%
GBBWRPM
1602
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$522K +$552K +5,192 New
TCM
1603
Tradewinds Capital Management
Washington
$518K +$8.82K +83 +2%
LA
1604
LVW Advisors
New York
$516K +$170K +1,599 +45%
AMCA
1605
Arthur M. Cohen & Associates
Illinois
$515K +$33K +311 +6%
TPW
1606
Tiller Private Wealth
Pennsylvania
$512K +$425 +4 +0.1%
WPA
1607
West Paces Advisors
Georgia
$512K -$9.56K -90 -2%
ZIC
1608
ZWJ Investment Counsel
Georgia
$510K -$344K -3,237 -39%
ZAM
1609
Zevin Asset Management
Massachusetts
$510K -$10.6K -100 -2%
WP
1610
WealthSource Partners
California
$509K +$26.7K +251 +5%
LCM
1611
Leisure Capital Management
California
$505K +$4.25K +40 +0.8%
HCM
1612
Hodges Capital Management
Texas
$504K -$57.8K -544 -10%
GI
1613
Gradient Investments
Minnesota
$503K +$23.4K +220 +5%
VA
1614
Valmark Advisers
Ohio
$501K +$14K +132 +3%
BWM
1615
Baystate Wealth Management
Massachusetts
$498K +$30.2K +284 +6%
AIM
1616
Aspen Investment Management
Michigan
$497K -$9.35K -88 -2%
CCM
1617
Cribstone Capital Management
Maine
$497K +$167K +1,568 +46%
EF
1618
Empirical Finance
Pennsylvania
$496K +$474K +4,463 New
HK
1619
Horizon Kinetics
New York
$495K +$30.2K +284 +6%
AWS
1620
AJ Wealth Strategies
New York
$495K +$242K +2,277 +86%
MIS
1621
Morningstar Investment Services
Illinois
$493K -$115K -1,081 -18%
SCP
1622
Sandhill Capital Partners
New York
$492K +$57.7K +543 +12%
OC
1623
Oarsman Capital
Wisconsin
$491K +$10.6K +100 +2%
CT
1624
CPF Texas
Texas
$485K -$180K -1,690 -26%
MSR
1625
Main Street Research
Connecticut
$485K -$38.9K -366 -7%
63 64
65
66 67