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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
2051
S.E.E.D. Planning Group
New York
$443K +$32.9K +385 +8%
AC
2052
Allstate Corporation
Illinois
$443K – – –
SDH
2053
Sloy Dahl & Holst
Washington
$442K +$52.4K +613 +13%
SP
2054
Saranac Partners
$442K +$24.3K +285 +6%
DBT
2055
Dubuque Bank & Trust
Iowa
$441K -$18.8K -220 -4%
GC
2056
GFG Capital
Florida
$441K -$6.24K -73 -1%
PA
2057
Probity Advisors
Texas
$441K +$17.4K +204 +4%
SMFG
2058
Sumitomo Mitsui Financial Group
Japan
$440K -$507K -5,937 -52%
FNBSF
2059
First National Bank Sioux Falls
South Dakota
$440K -$414K -4,842 -47%
TNBTD
2060
Trustmark National Bank Trust Department
Mississippi
$439K -$25.6K -300 -5%
WA
2061
Waddell & Associates
Tennessee
$438K +$113K +1,327 +33%
RZH
2062
Relyea Zuckerberg Hanson
Connecticut
$438K +$133K +1,558 +41%
DIM
2063
Delta Investment Management
California
$437K -$63.1K -739 -12%
CPA
2064
Capital Performance Advisors
California
$437K +$187K +2,189 +68%
HIC
2065
Holderness Investments Company
North Carolina
$437K -$60.6K -710 -12%
ACM
2066
Argent Capital Management
Missouri
$436K – – –
NCM
2067
Northside Capital Management
Oregon
$435K +$34.2K +400 +8%
NCM
2068
Neumann Capital Management
California
$435K – – –
PFG
2069
PAX Financial Group
Texas
$433K -$65.9K -772 -13%
HNWAG
2070
High Net Worth Advisory Group
Florida
$432K +$10.1K +118 +2%
GJIA
2071
Glass Jacobson Investment Advisors
Maryland
$432K -$34.6K -405 -7%
MM
2072
MQS Management
New York
$432K +$93.8K +1,098 +26%
BEW
2073
Burton Enright Welch
California
$431K +$93.4K +1,094 +26%
SIG
2074
Spinnaker Investment Group
California
$431K -$5.81K -68 -1%
BA
2075
Bluesphere Advisors
Pennsylvania
$430K -$32.1K -376 -7%
81 82
83
84 85