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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1651
Main Street Financial Solutions
Pennsylvania
$1.03M +$193K +1,855 +29%
ASC
1652
Atalanta Sosnoff Capital
New York
$1.03M +$860K +8,280 New
SWA
1653
SOA Wealth Advisors
New York
$1.02M -$93.2K -897 -10%
SG
1654
Strid Group
Pennsylvania
$1.02M -$20.8K -200 -2%
FG
1655
Foster Group
Iowa
$1.02M +$143K +1,373 +20%
CWG
1656
Cornerstone Wealth Group
North Carolina
$1.02M -$8.1K -78 -0.9%
CPC
1657
Congress Park Capital
New York
$1.01M +$15.6K +150 +2%
CPRC
1658
Consolidated Portfolio Review Corp
New York
$1.01M -$22.4K -216 -3%
TCBWMS
1659
Texas Capital Bank Wealth Management Services
Texas
$1.01M -$9.14K -88 -1%
PAM
1660
Palisade Asset Management
Minnesota
$1.01M – – –
NDSI
1661
Newman Dignan & Sheerar Inc
Rhode Island
$1.01M +$849K +8,168 New
TIA
1662
Trust Investment Advisors
Indiana
$1.01M -$19.5K -188 -2%
PK
1663
Pflug Koory
Nebraska
$1.01M -$17.6K -169 -2%
GS
1664
GTS Securities
Florida
$1.01M -$427K -4,108 -34%
SFFS
1665
Stonehage Fleming Financial Services
Jersey
$1.01M +$120K +1,155 +17%
BFPW
1666
BOK Financial Private Wealth
Colorado
$1.01M -$302K -2,906 -26%
OF
1667
Outfitter Financial
Maine
$1.01M +$47.3K +455 +6%
LAM
1668
L2 Asset Management
Massachusetts
$1.01M +$40.5K +390 +5%
PBK
1669
Peoples Bank (Kansas)
Kansas
$1M – – –
UAG
1670
United Advisor Group
Ohio
$1M +$463K +4,458 +123%
UAML
1671
US Asset Management LLC
Pennsylvania
$1M – – –
MS
1672
Mizuho Securities
Japan
$1M +$521K +5,010 +163%
FF
1673
Friedenthal Financial
New Jersey
$1M +$839K +8,072 New
WFAG
1674
Wescott Financial Advisory Group
Pennsylvania
$1M +$9.87K +95 +1%
HVP
1675
Hudson Value Partners
Florida
$997K -$130K -1,248 -13%
65 66
67
68 69