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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1726
Signature Estate & Investment Advisors
California
$935K -$90.1K -867 -10%
AWM
1727
Aberdeen Wealth Management
Illinois
$934K – – –
LWM
1728
Liberty Wealth Management
California
$934K +$4.26K +41 +0.5%
AG
1729
Ascent Group
Virginia
$933K -$5.98M -57,555 -88%
CSC
1730
Caldwell Sutter Capital
California
$932K +$520 +5 +0.1%
PWMG
1731
Prestige Wealth Management Group
New Jersey
$927K +$20.3K +195 +3%
FTC
1732
Farmers Trust Company
Ohio
$927K -$41.9K -403 -5%
VIP
1733
Vista Investment Partners
Oklahoma
$926K -$10.4K -100 -1%
CBT
1734
Crews Bank & Trust
Florida
$924K -$15.1K -145 -2%
CCFCSB
1735
Cape Cod Five Cents Savings Bank
Massachusetts
$924K – – –
AGAM
1736
Audent Global Asset Management
California
$923K -$269K -2,593 -26%
LWA
1737
Lineweaver Wealth Advisors
Ohio
$923K +$120K +1,159 +18%
MSS
1738
Mitchell Sinkler & Starr
Pennsylvania
$922K -$6.24M -60,105 -89%
APG
1739
Abacus Planning Group
South Carolina
$922K -$39.9K -384 -5%
CWS
1740
Cypress Wealth Services
California
$922K -$520 -5 -0.1%
MGP
1741
M&G plc
United Kingdom
$919K -$583K -5,609 -43%
TPA
1742
Trivium Point Advisory
Connecticut
$918K -$2.24M -21,518 -74%
SC
1743
Saybrook Capital
North Carolina
$918K – – –
SIA
1744
Soltis Investment Advisors
Utah
$917K +$15.8K +152 +2%
KCFA
1745
Key Client Fiduciary Advisors
New Jersey
$915K -$116K -1,118 -13%
MMM
1746
Mendel Money Management
Illinois
$912K -$305K -2,932 -29%
PMSA
1747
Patrick M. Sweeney & Associates
Illinois
$911K +$11.4K +110 +2%
EI
1748
Ellevest Inc
New York
$911K -$251K -2,415 -25%
WPC
1749
White Pine Capital
Minnesota
$910K -$11.2K -108 -1%
HCMG
1750
Howard Capital Management Group
California
$909K – – –
68 69
70
71 72