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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1701
Ellevest Inc
New York
$901K -$11K -102 -1%
WI
1702
Wintrust Investments
Illinois
$899K +$101K +936 +12%
SP
1703
Symmetry Partners
Connecticut
$898K – – –
LAM
1704
LECAP Asset Management
United Kingdom
$898K +$974K +9,044 New
S
1705
Sachetta
Massachusetts
$897K -$3.55K -33 -0.3%
MCA
1706
Millennium Capital Advisors
Arkansas
$895K -$53.3K -495 -5%
SFP
1707
Sweet Financial Partners
Minnesota
$894K -$16.1K -150 -2%
PSB
1708
Piscataqua Savings Bank
New Hampshire
$894K -$2.69K -25 -0.3%
HR
1709
Hardy Reed
Mississippi
$890K +$251K +2,334 +35%
MIA
1710
MeadowBrook Investment Advisors
Michigan
$890K -$37.7K -350 -4%
DL
1711
DOHJ LLC
Washington
$887K +$8.72K +81 +0.9%
TA
1712
TCM Advisors
West Virginia
$884K – – –
SP
1713
Successful Portfolios
Florida
$883K -$2.91K -27 -0.3%
BA
1714
Bluesphere Advisors
Pennsylvania
$882K +$411K +3,815 +75%
LCWP
1715
Legacy Capital Wealth Partners
Arkansas
$881K +$956K +8,878 New
HVIA
1716
Hudson Valley Investment Advisors
New York
$880K +$98.4K +914 +11%
SIM
1717
Sentry Investment Management
Wisconsin
$876K -$195K -1,808 -17%
MSFS
1718
Main Street Financial Solutions
Pennsylvania
$876K -$26.3K -244 -3%
GSCM
1719
Greenfield Seitz Capital Management
Texas
$873K -$8.29K -77 -0.9%
SG
1720
Strid Group
Pennsylvania
$872K +$9.04K +84 +1%
KFS
1721
Keynote Financial Services
Connecticut
$868K – – –
BBA
1722
BLB&B Advisors
Pennsylvania
$868K -$262K -2,430 -22%
EWS
1723
Evergreen Wealth Solutions
Pennsylvania
$868K -$114K -1,061 -11%
ALAM
1724
Asahi Life Asset Management
Japan
$868K -$688K -6,388 -42%
RBC
1725
Romano Brothers & Co
Illinois
$865K -$63.2K -587 -6%
67 68
69
70 71