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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1601
First Nebraska Trust
Nebraska
$945K -$32.5K -353 -3%
HAC
1602
Harbor Advisory Corp
New Hampshire
$939K -$589K -6,398 -40%
FC
1603
Forte Capital
New York
$938K +$20.2K +220 +2%
ACGA
1604
Atlanta Consulting Group Advisors
Georgia
$936K +$654K +7,112 +272%
LP
1605
LMR Partners
United Kingdom
$935K +$895K +9,723 New
BTW
1606
Boston Trust Walden
Massachusetts
$934K -$2.39K -26 -0.3%
IA
1607
Icon Advisers
Colorado
$933K – – –
KFGK
1608
Keystone Financial Group (Kentucky)
Kentucky
$932K -$920 -10 -0.1%
CAI
1609
Capital Advisors Inc
Oklahoma
$931K -$209K -2,276 -19%
WPW
1610
Waldron Private Wealth
Pennsylvania
$929K -$211K -2,298 -19%
BFO
1611
Biltmore Family Office
North Carolina
$929K +$43.3K +471 +5%
MW
1612
Marcum Wealth
Ohio
$928K -$84.8K -922 -9%
TA
1613
TCM Advisors
West Virginia
$924K – – –
CCFCSB
1614
Cape Cod Five Cents Savings Bank
Massachusetts
$924K -$86.4K -939 -9%
LC
1615
LCNB Corp
Ohio
$923K -$46K -500 -5%
AWC
1616
Abundance Wealth Counselors
Pennsylvania
$920K +$880K +9,568 New
MLL
1617
Moody Lynn & Lieberson
Massachusetts
$919K -$12.9K -140 -1%
DL
1618
DOHJ LLC
Washington
$919K +$75.8K +824 +9%
UPS
1619
UHLMANN PRICE SECURITIES
Illinois
$916K +$877K +9,527 New
FRM
1620
Fox Run Management
Connecticut
$908K -$1.06M -11,524 -55%
CHJWM
1621
Carlton Hofferkamp & Jenks Wealth Management
Texas
$908K -$51.9K -564 -6%
BHC
1622
Bowen Hanes & Co
Florida
$907K – – –
MPW
1623
Monterey Private Wealth
California
$906K +$828 +9 +0.1%
FC
1624
FORA Capital
Florida
$904K +$865K +9,396 New
LA
1625
LexAurum Advisors
Kansas
$902K +$8.74K +95 +1%
63 64
65
66 67