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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1876
Corundum Group
Colorado
$661K -$742K -6,903 -51%
TM
1877
TigerOak Management
New Mexico
$660K -$4.84K -45 -0.7%
PHIC
1878
Pine Haven Investment Counsel
Massachusetts
$659K – – –
T
1879
TOBAM
France
$657K +$237K +2,207 +50%
FAM
1880
Formidable Asset Management
Ohio
$657K -$25.1K -234 -3%
CCG
1881
Chatham Capital Group
Georgia
$655K – – –
PMFA
1882
Plante Moran Financial Advisors
Michigan
$655K +$17.5K +163 +3%
EFH
1883
Eaton Financial Holdings
Florida
$654K -$107 -1 -0%
WA
1884
WealthTrust Axiom
Pennsylvania
$654K +$3.22K +30 +0.5%
GWSG
1885
GPS Wealth Strategies Group
Colorado
$652K -$11.7K -109 -2%
WCG
1886
Weaver Consulting Group
California
$651K -$44.8K -417 -6%
FAM
1887
Fairtree Asset Management
South Africa
$650K +$299K +2,781 +73%
FWP
1888
FAS Wealth Partners
Kansas
$649K -$752 -7 -0.1%
PFBT
1889
Parkside Financial Bank & Trust
Missouri
$646K +$11K +102 +2%
PTP
1890
Platform Technology Partners
New York
$646K +$703K +6,546 New
APP
1891
Avantax Planning Partners
Iowa
$646K -$402K -3,739 -36%
MFA
1892
Mayflower Financial Advisors
Massachusetts
$645K -$36K -335 -5%
WAS
1893
Wealth Advisory Solutions
Indiana
$644K -$24K -223 -3%
QWM
1894
Quadcap Wealth Management
Texas
$643K +$4.19K +39 +0.6%
BWP
1895
Baldwin Wealth Partners
Massachusetts
$643K -$54.4K -506 -7%
DA
1896
Dillon & Associates
Michigan
$642K -$860 -8 -0.1%
PWM
1897
Prentice Wealth Management
New York
$641K +$14.7K +137 +2%
MSFS
1898
Main Street Financial Solutions
Pennsylvania
$639K -$137K -1,272 -16%
WPA
1899
West Paces Advisors
Georgia
$636K -$14.2K -132 -2%
TPW
1900
Tiller Private Wealth
Pennsylvania
$636K -$125K -1,163 -15%
74 75
76
77 78