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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1951
Trek Financial
Arizona
$768K +$40.6K +366 +5%
GHA
1952
GW Henssler & Associates
Georgia
$765K -$9.27M -83,496 -91%
CWA
1953
Consilium Wealth Advisory
Texas
$765K -$145K -1,309 -14%
AI
1954
Accredited Investors
Minnesota
$765K -$17.2K -155 -2%
ACMA
1955
Arbor Capital Management (Alaska)
Alaska
$764K -$28.6K -258 -3%
AMM
1956
American Money Management
California
$763K -$372K -3,351 -29%
EF
1957
Empowered Funds
Pennsylvania
$763K -$19.6K -177 -2%
TI
1958
Telemetry Investments
New York
$762K +$173K +1,560 +24%
XF
1959
XML Financial
Maryland
$761K -$1.32M -11,886 -60%
FPCM
1960
Financial Partners Capital Management
New York
$760K -$15K -135 -2%
ISWM
1961
Independent Solutions Wealth Management
New York
$759K -$287K -2,585 -24%
IP
1962
Intellectus Partners
California
$759K +$228K +2,055 +34%
JDR
1963
Jay D. Rosenbaum
$758K +$27.5K +248 +3%
CCC
1964
Chelsea Counsel Company
California
$756K +$33.3K +300 +4%
VC
1965
Vicus Capital
Pennsylvania
$754K -$14.8K -133 -2%
FSG
1966
Financial Strategies Group
Michigan
$754K +$374K +3,374 +73%
BPCA
1967
Bank Pictet & Cie (Asia)
Singapore
$753K – – –
PPP
1968
Private Portfolio Partners
New Jersey
$752K -$45.6K -411 -5%
C
1969
Certuity
Florida
$750K -$380K -3,426 -30%
ZIC
1970
ZWJ Investment Counsel
Georgia
$750K +$44.7K +403 +5%
F
1971
F3Logic
Minnesota
$749K -$8.55K -77 -1%
BFO
1972
Biltmore Family Office
North Carolina
$747K -$20.6K -186 -2%
WPA
1973
West Paces Advisors
Georgia
$745K +$16.1K +145 +2%
HCP
1974
Hexagon Capital Partners
Arkansas
$744K +$90K +811 +11%
IIC
1975
Integrated Investment Consultants
Michigan
$744K +$94.5K +851 +12%
77 78
79
80 81