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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2076
Fountainhead AM
New Jersey
$496K -$19K -161 -4%
SMA
2077
Seven Mile Advisory
New Jersey
$496K +$153K +1,302 +43%
DP
2078
Denver PWM
Colorado
$496K – – –
SIA
2079
SeaBridge Investment Advisors
New Jersey
$496K -$3.53K -30 -0.7%
SIA
2080
Strategic Investment Advisors
Michigan
$495K -$25.7K -218 -5%
DSC
2081
Duncker Streett & Co
Missouri
$495K -$55.6K -472 -10%
HCM
2082
Hall Capital Management
Rhode Island
$494K -$7.07K -60 -1%
LCM
2083
Laurion Capital Management
New York
$494K -$560K -4,752 -52%
PWM
2084
Pines Wealth Management
North Carolina
$494K -$136K -1,157 -21%
IWM
2085
Iams Wealth Management
Nebraska
$493K +$49.1K +417 +11%
RCWM
2086
Royal Capital Wealth Management
Indiana
$492K -$4.71K -40 -0.9%
S
2087
Sunpointe
Missouri
$490K -$43.1K -366 -8%
PCA
2088
Prosperity Capital Advisors
Ohio
$489K +$102K +867 +25%
PFS
2089
Prospect Financial Services
New York
$489K -$13K -110 -3%
WC
2090
Waterloo Capital
Texas
$488K -$61.7K -524 -11%
CWMK
2091
Caliber Wealth Management (Kansas)
Kansas
$487K -$903K -7,671 -64%
FAFN
2092
First Affirmative Financial Network
Colorado
$484K +$97.4K +827 +24%
TWM
2093
Thrive Wealth Management
Pennsylvania
$484K -$1.88K -16 -0.4%
CPA
2094
Capital Performance Advisors
California
$483K +$21K +178 +4%
SI
2095
Saxon Interests
Texas
$483K +$2.36K +20 +0.5%
SA
2096
Sovran Advisors
California
$482K +$55.6K +472 +12%
TNA
2097
True North Advisors
Texas
$481K +$102K +870 +26%
OWA
2098
One Wealth Advisors
California
$481K +$7.3K +62 +1%
WCM
2099
Whitener Capital Management
North Carolina
$481K -$353 -3 -0.1%
LAS
2100
Legacy Advisory Services
Pennsylvania
$481K – – –
82 83
84
85 86