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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2026
Trek Financial
Arizona
$532K +$3K +34 +0.6%
TLCM
2027
Twin Lakes Capital Management
California
$531K -$45.3K -514 -8%
PCFFS
2028
Pacific Center for Financial Services
California
$529K -$882 -10 -0.2%
LAM
2029
L2 Asset Management
Massachusetts
$529K +$498K +5,649 +2,729%
IF
2030
Intrua Financial
Texas
$528K -$19.7K -224 -4%
GFA
2031
Gallagher Fiduciary Advisors
Illinois
$528K -$63.5K -720 -11%
BFC
2032
Blue Fin Capital
Rhode Island
$528K -$382K -4,334 -43%
JCM
2033
Janney Capital Management
Pennsylvania
$526K -$5.26M -59,662 -91%
FBB
2034
Fulton Breakefield Broenniman
Maryland
$525K -$2.65K -30 -0.5%
ECA
2035
Elevated Capital Advisors
Utah
$525K -$9.35K -106 -2%
KDA
2036
Kraft Davis & Associates
Missouri
$525K +$484K +5,495 New
NPFS
2037
Novak & Powell Financial Services
Florida
$524K +$512K +5,806 New
MCWS
2038
McKinley Carter Wealth Services
West Virginia
$524K -$111K -1,263 -18%
TIA
2039
Tiemann Investment Advisors
California
$523K +$13.2K +150 +3%
TCM
2040
Tran Capital Management
California
$523K – – –
QWM
2041
Quadcap Wealth Management
Texas
$520K +$508K +5,759 New
BHBT
2042
Burke & Herbert Bank & Trust
Virginia
$520K -$264 -3 -0.1%
CM
2043
Caption Management
Oklahoma
$520K +$507K +5,756 New
WCM
2044
Whitener Capital Management
North Carolina
$519K -$19.2K -218 -4%
WIC
2045
Wilkins Investment Counsel
Massachusetts
$519K -$33.7K -382 -6%
RVPG
2046
Relative Value Partners Group
$518K -$67.5K -766 -12%
AIM
2047
Athena Investment Management
California
$518K – – –
TFG
2048
Taylor Financial Group
Virginia
$518K +$506K +5,737 New
VC
2049
Veracity Capital
Georgia
$517K +$10.9K +124 +2%
OAM
2050
Oxford Asset Management
United Kingdom
$514K +$502K +5,695 New
80 81
82
83 84