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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1876
Chicago Capital
Illinois
$812K +$15.9K +158 +2%
FIM
1877
Freedom Investment Management
Connecticut
$810K -$274K -2,713 -25%
IIM
1878
InTrack Investment Management
Vermont
$809K +$243K +2,407 +42%
OPA
1879
Old Port Advisors
Maine
$808K -$6.65K -66 -0.8%
KCFA
1880
Key Client Fiduciary Advisors
New Jersey
$805K -$22K -218 -3%
GBT
1881
Grove Bank & Trust
Florida
$803K -$76.7K -761 -9%
BIA
1882
Beacon Investment Advisors
Maryland
$802K – – –
AAM
1883
Aureus Asset Management
Massachusetts
$801K – – –
AMIM
1884
Aull & Monroe Investment Management
Alabama
$800K -$85.2K -845 -10%
KFA
1885
Kapstone Financial Advisors
Ohio
$799K -$65.5K -650 -8%
SC
1886
Schulhoff & Co
Ohio
$797K +$9.07K +90 +1%
LPIC
1887
LeJeune Puetz Investment Counsel
Michigan
$797K +$134K +1,325 +20%
SFS
1888
Stiles Financial Services
Minnesota
$797K -$37.4K -371 -4%
TA
1889
Tiedemann Advisors
New York
$796K +$46.9K +465 +6%
HBW
1890
Hazlett, Burt & Watson
West Virginia
$794K +$12.7K +126 +2%
WPA
1891
West Paces Advisors
Georgia
$792K +$3.02K +30 +0.4%
WIA
1892
Westbourne Investment Advisors
Maryland
$790K -$2.5M -24,764 -76%
LWM
1893
Liberty Wealth Management
California
$789K +$794K +7,880 New
KWS
1894
Keystone Wealth Services
California
$789K -$47.3K -469 -6%
SA
1895
SRH Advisors
Kansas
$789K – – –
CII
1896
Capital International Inc
California
$788K +$794K +7,873 New
RB
1897
Renasant Bank
Mississippi
$787K -$71.8K -712 -8%
NF
1898
Nikulski Financial
Iowa
$784K +$33.5K +332 +4%
EWA
1899
EverSource Wealth Advisors
Alabama
$784K +$242K +2,401 +44%
SJIM
1900
St. Johns Investment Management
Florida
$783K +$68.8K +682 +10%
74 75
76
77 78