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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
Liberty Wealth Management
California
$833K +$3.3K +30 +0.4%
KWA
1702
Kondo Wealth Advisors
California
$832K -$5.07K -46 -0.6%
CSC
1703
Caldwell Sutter Capital
California
$831K -$44.2K -401 -5%
OBWG
1704
Onyx Bridge Wealth Group
New York
$830K -$12K -109 -1%
CWP
1705
Cyndeo Wealth Partners
Florida
$829K +$66.6K +605 +9%
CWM
1706
Centurion Wealth Management
Virginia
$829K +$17.8K +162 +2%
CG
1707
CFO4Life Group
Texas
$828K -$67.6K -614 -8%
MO
1708
McMillan Office
Michigan
$828K +$802K +7,278 New
FFA
1709
Fragasso Financial Advisors
Pennsylvania
$826K -$27.1K -246 -3%
FPWM
1710
FSB Premier Wealth Management
Iowa
$825K -$52K -472 -6%
SCM
1711
SCS Capital Management
Massachusetts
$824K -$117K -1,064 -13%
CBT
1712
CoreFirst Bank & Trust
Kansas
$824K -$24.2K -220 -3%
SAA
1713
Southeast Asset Advisors
Georgia
$823K -$94.7K -860 -11%
BPCE
1714
Bank Pictet & Cie (Europe)
Germany
$823K +$125K +1,132 +19%
NFSG
1715
Newbridge Financial Services Group
Florida
$822K +$429K +3,891 +117%
OL
1716
one8zero8 LLC
North Carolina
$819K – – –
EI
1717
Ellevest Inc
New York
$816K -$16.3K -148 -2%
PK
1718
Pflug Koory
Nebraska
$815K -$93.6K -850 -11%
PCM
1719
Polymer Capital Management
New York
$813K +$187K +1,702 +31%
PMFA
1720
Plante Moran Financial Advisors
Michigan
$812K +$8.7K +79 +1%
BIG
1721
Brookwood Investment Group
Arizona
$812K +$57.7K +524 +8%
FTC
1722
Farmers Trust Company
Ohio
$811K -$40K -363 -5%
RBC
1723
Romano Brothers & Co
Illinois
$811K -$70K -636 -8%
GI
1724
Gradient Investments
Minnesota
$811K -$11.8M -107,232 -94%
AA
1725
Alta Advisers
United Kingdom
$810K -$253K -2,300 -24%
67 68
69
70 71