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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1826
Strategic Blueprint
Georgia
$909K -$43.2K -404 -4%
JIR
1827
James Investment Research
Ohio
$909K +$57.1K +534 +6%
ITIM
1828
Indiana Trust & Investment Management
Indiana
$903K -$51.9K -485 -5%
MA
1829
MONECO Advisors
Connecticut
$901K -$52.1K -487 -5%
LA
1830
LexAurum Advisors
Kansas
$897K -$40K -374 -4%
UBG
1831
United Bank (Georgia)
Georgia
$896K -$178K -1,665 -15%
BFG
1832
Berger Financial Group
Minnesota
$895K -$74.3K -694 -7%
BI
1833
Blooom Inc
Kansas
$892K -$38K -355 -4%
ZIC
1834
ZWJ Investment Counsel
Georgia
$892K +$162K +1,510 +19%
FCB
1835
First Command Bank
Texas
$891K -$106K -993 -10%
FCFS
1836
First Command Financial Services
Texas
$891K -$106K -993 -10%
RWP
1837
RWA Wealth Partners
Massachusetts
$890K +$4.71K +44 +0.5%
NAS
1838
Nicolet Advisory Services
Wisconsin
$890K +$16.3K +152 +2%
EWM
1839
Executive Wealth Management
Michigan
$889K -$797K -7,444 -89%
NAG
1840
Northstar Advisory Group
New Jersey
$889K +$1.01M +9,426 New
MSFS
1841
Main Street Financial Solutions
Pennsylvania
$888K -$192K -1,793 -16%
OMIC
1842
Old Mission Investment Co
Michigan
$888K +$29.4K +275 +3%
WWM
1843
Westwood Wealth Management
California
$886K +$127K +1,190 +15%
CAM
1844
Close Asset Management
United Kingdom
$886K +$207K +1,930 +26%
PSB
1845
Piscataqua Savings Bank
New Hampshire
$884K -$48.9K -457 -5%
T
1846
TOBAM
France
$884K – – –
CCM
1847
Conway Capital Management
California
$884K -$428K -4,000 -30%
HWP
1848
Highline Wealth Partners
California
$883K +$1M +9,361 New
TLCM
1849
Twin Lakes Capital Management
California
$883K – – –
SIAP
1850
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$881K +$15.7K +147 +2%
72 73
74
75 76