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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
1876
S.E.E.D. Planning Group
New York
$481K -$918 -9 -0.2%
CAM
1877
CenterStar Asset Management
Illinois
$481K +$136K +1,334 +36%
GCS
1878
Gordian Capital (Singapore)
Singapore
$481K – – –
MCM
1879
Morton Capital Management
California
$481K +$2.65K +26 +0.5%
TM
1880
TigerOak Management
New Mexico
$480K -$82.6K -810 -14%
FAM
1881
Formidable Asset Management
Ohio
$478K -$4.28K -42 -0.8%
FWMM
1882
Foundation Wealth Management (Missouri)
Missouri
$478K – – –
SPWM
1883
Schrum Private Wealth Management
Florida
$478K +$491K +4,820 New
FA
1884
Fiduciary Alliance
South Carolina
$478K -$3.7M -36,264 -88%
RAM
1885
Riggs Asset Management
Pennsylvania
$477K -$510 -5 -0.1%
JC
1886
JM2 Capital
Oklahoma
$475K -$8.05K -79 -2%
FWA
1887
Fidelis Wealth Advisors
Colorado
$475K +$1.32K +13 +0.3%
LWA
1888
Legacy Wealth Advisors
Florida
$475K +$503K +4,930 New
GWANC
1889
Guardian Wealth Advisors (North Carolina)
North Carolina
$474K -$14.6K -143 -3%
IA
1890
IFG Advisors
Missouri
$474K +$12.5K +123 +3%
SFG
1891
Stonebridge Financial Group
California
$472K +$496K +4,869 New
CP
1892
Clarendon Private
Massachusetts
$472K -$33.1K -325 -6%
FHC
1893
First Heartland Consultants
Missouri
$471K -$5.71K -56 -1%
TC
1894
TownSquare Capital
Utah
$471K +$27.2K +267 +6%
GHA
1895
GW Henssler & Associates
Georgia
$470K +$21K +206 +4%
SA
1896
Sovran Advisors
California
$469K -$9.79K -96 -2%
RL
1897
Rogco LP
Oklahoma
$468K -$2.96K -29 -0.6%
TIA
1898
Tiemann Investment Advisors
California
$467K -$61.1K -599 -11%
SEP
1899
Southland Equity Partners
Missouri
$467K +$494K +4,849 New
PWPS
1900
Pinnacle Wealth Planning Services
Ohio
$466K -$8.97K -88 -2%
74 75
76
77 78