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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1851
Sabal Trust
Florida
$313K – – –
PP
1852
PDS Planning
Ohio
$313K +$1.94K +19 +0.6%
CWM
1853
Confluence Wealth Management
Oregon
$311K -$32.8K -321 -10%
GAB
1854
German American Bancorp
Indiana
$310K +$302K +2,956 New
NP
1855
NorthRock Partners
Minnesota
$308K -$90.8K -888 -23%
SCI
1856
S&CO Inc
Massachusetts
$308K +$6.65K +65 +2%
SWA
1857
Sutton Wealth Advisors
Florida
$307K – – –
PIA
1858
Pinion Investment Advisors
Kansas
$307K +$31.2K +305 +12%
CAM
1859
Congress Asset Management
Massachusetts
$306K -$93.6K -915 -24%
NWM
1860
Northwest Wealth Management
Iowa
$305K – – –
CCB
1861
Cutter & Co Brokerage
Missouri
$305K +$21.3K +208 +8%
MIA
1862
MainStreet Investment Advisors
Illinois
$305K +$46.6K +456 +19%
BHB
1863
Bank Hapoalim BM
Israel
$304K -$46K -450 -13%
CCA
1864
Clearwater Capital Advisors
Illinois
$303K +$22.3K +218 +8%
DWM
1865
Darwin Wealth Management
Florida
$303K +$26.9K +263 +10%
SS
1866
Simplicity Solutions
Minnesota
$298K +$291K +2,843 New
ABP
1867
Arthur B. Page
$296K – – –
ACM
1868
AUA Capital Management
Pennsylvania
$296K – – –
SIAS
1869
Shine Investment Advisory Services
Colorado
$291K – – –
GAM
1870
Gould Asset Management
California
$290K – – –
TCM
1871
Traynor Capital Management
Pennsylvania
$288K +$6.03K +59 +2%
AAS
1872
Annex Advisory Services
Wisconsin
$287K -$6.24K -61 -2%
HCM
1873
HM Capital Management
Missouri
$285K -$2.56K -25 -0.9%
LWA
1874
Lowe Wealth Advisors
Maryland
$284K +$20.5K +200 +8%
PAA
1875
Peregrine Asset Advisers
Oregon
$282K -$2.76K -27 -1%
73 74
75
76 77