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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1826
SRB Corp
Massachusetts
$182K +$10.5K +108 +7%
RFWA
1827
RPg Family Wealth Advisory
Massachusetts
$180K -$33.2K -341 -16%
CAM
1828
Close Asset Management
United Kingdom
$180K +$168K +1,725 New
BRC
1829
Bell Rock Capital
Delaware
$178K +$166K +1,704 New
CHP
1830
Cable Hill Partners
Oregon
$174K -$80.4K -825 -33%
SFPIA
1831
Stevens First Principles Investment Advisors
California
$169K – – –
CFA
1832
CT Financial Advisors
Pennsylvania
$166K – – –
IP
1833
Isthmus Partners
Wisconsin
$163K +$103K +1,059 +211%
CFN
1834
Cordasco Financial Network
Florida
$158K +$1.07K +11 +0.7%
RA
1835
Rational Advisors
New York
$152K -$764K -7,840 -85%
SQA
1836
Simon Quick Advisors
New Jersey
$152K +$142K +1,460 New
WAS
1837
Winch Advisory Services
Wisconsin
$149K -$3.66M -37,583 -96%
PCM
1838
Penserra Capital Management
California
$145K +$121K +1,243 +797%
LA
1839
Legacy Advisors
Pennsylvania
$144K +$135K +1,381 New
SEIA
1840
Signature Estate & Investment Advisors
California
$141K -$29.3K -300 -18%
NCM
1841
New Capital Management
Texas
$139K +$130K +1,330 New
NYLT
1842
New York Life Trust
New York
$135K +$61.6K +632 +95%
KF
1843
Krilogy Financial
Missouri
$131K +$2.83K +29 +2%
RP
1844
Rowlandmiller & Partners
Georgia
$130K +$975 +10 +0.8%
ZB
1845
Zions Bancorporation
Utah
$130K -$21.4K -219 -15%
CFD
1846
Creative Financial Designs
Indiana
$125K +$117K +1,202 New
BL
1847
Balentine LLC
Georgia
$123K +$10.2K +105 +10%
VCM
1848
Versant Capital Management
Arizona
$121K -$6.73K -69 -6%
MWM
1849
MinichMacGregor Wealth Management
New York
$121K +$10.2K +105 +10%
MS
1850
Marshall & Sullivan
Washington
$120K – – –
72 73
74
75 76