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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1826
DFPG Investments
Utah
$994K +$269K +1,942 +34%
EM
1827
Excalibur Management
Massachusetts
$991K – – –
WAS
1828
Winch Advisory Services
Wisconsin
$984K +$775K +5,604 +288%
MGIA
1829
Moneta Group Investment Advisors
Missouri
$982K -$76.1K -550 -7%
EWM
1830
Elmwood Wealth Management
California
$979K -$3.32K -24 -0.3%
SIG
1831
Sky Investment Group
Connecticut
$977K -$28.3K -205 -3%
HMS
1832
Hanseatic Management Services
New Mexico
$975K +$676K +4,886 +188%
AL
1833
Arnhold LLC
New York
$973K – – –
MIA
1834
MainStreet Investment Advisors
Illinois
$969K +$127K +919 +14%
CBB
1835
Citizens Business Bank
California
$966K +$67.8K +490 +7%
CH
1836
Canton Hathaway
Rhode Island
$966K +$115K +833 +13%
SC
1837
Saybrook Capital
North Carolina
$964K – – –
QPWM
1838
Quadrant Private Wealth Management
Pennsylvania
$964K +$22K +159 +2%
WCWM
1839
Willow Creek Wealth Management
California
$964K +$35.4K +256 +4%
BMM
1840
Buffington Mohr McNeal
Idaho
$964K +$79.4K +574 +8%
ZIC
1841
ZWJ Investment Counsel
Georgia
$963K +$137K +994 +16%
MWM
1842
Mission Wealth Management
California
$959K +$80.5K +582 +9%
VR
1843
Viridian RIA
Washington
$958K -$26.3K -190 -3%
AJ
1844
Ashburton (Jersey)
Jersey
$952K +$175K +1,265 +21%
CA
1845
Claro Advisors
Massachusetts
$951K -$8.02K -58 -0.8%
AAC
1846
Acorn Advisory Capital
New York
$951K – – –
PMFA
1847
Plante Moran Financial Advisors
Michigan
$951K +$2.63K +19 +0.3%
DBIA
1848
Dumont & Blake Investment Advisors
New Jersey
$949K -$17.3K -125 -2%
PWA
1849
Providence Wealth Advisors
Illinois
$949K -$6.91K -50 -0.7%
SWRP
1850
Summit Wealth & Retirement Planning
California
$948K -$66.4K -480 -6%
72 73
74
75 76