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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1751
Gleason Group
Kentucky
$822K – – –
FTC
1752
Farmers Trust Company
Ohio
$822K -$33.8K -314 -4%
STA
1753
Smith Thornton Advisors
Alabama
$821K +$891K +8,274 New
JPLA
1754
Joseph P. Lucia & Associates
New York
$820K -$71.2K -661 -7%
CCWM
1755
Cassaday & Co Wealth Management
Virginia
$818K -$35.6K -331 -4%
CWP
1756
Cyndeo Wealth Partners
Florida
$817K +$85K +790 +11%
AWM
1757
Aries Wealth Management
Maine
$817K -$45.9K -426 -5%
FNBSF
1758
First National Bank Sioux Falls
South Dakota
$816K – – –
TPI
1759
Trust Point Inc
Wisconsin
$815K -$86.7K -805 -9%
IP
1760
Investment Partners
Ohio
$814K -$4.31K -40 -0.5%
HW
1761
Hedeker Wealth
Illinois
$814K -$942K -8,755 -52%
SCM
1762
Spreng Capital Management
Ohio
$814K -$2.15K -20 -0.2%
LAS
1763
Legacy Advisory Services
Pennsylvania
$813K – – –
MA
1764
MCF Advisors
Kentucky
$812K -$13.1K -122 -1%
PA
1765
PFG Advisors
Arizona
$811K +$79.1K +735 +10%
SJIM
1766
St. Johns Investment Management
Florida
$810K -$47K -437 -5%
HCMG
1767
Howard Capital Management Group
California
$809K -$31.8K -295 -3%
SFA
1768
Source Financial Advisors
New York
$808K +$372K +3,457 +74%
ZCI
1769
Zevenbergen Capital Investments
Washington
$808K -$33.5K -311 -4%
PVM
1770
Palogic Value Management
Texas
$807K +$40.5K +376 +5%
MCM
1771
Manchester Capital Management
Vermont
$803K +$86.9K +807 +11%
QC
1772
Quent Capital
New York
$803K +$34.4K +320 +4%
PBK
1773
Peoples Bank (Kansas)
Kansas
$802K – – –
AI
1774
Accredited Investors
Minnesota
$801K -$15.1K -140 -2%
CCFM
1775
Clear Creek Financial Management
Washington
$800K -$122K -1,130 -12%
69 70
71
72 73