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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2101
Tarbox Family Office
California
$549K +$138 +1 +0%
TP
2102
Tranquility Partners
Tennessee
$547K – – –
ONST
2103
Old North State Trust
North Carolina
$545K +$553 +4 +0.1%
GHAM
2104
Gilman Hill Asset Management
Connecticut
$544K – – –
CGA
2105
Crescent Grove Advisors
Illinois
$542K +$159K +1,150 +38%
GAMC
2106
Garner Asset Management Corp
Texas
$540K -$13.8K -100 -2%
POIA
2107
Pin Oak Investment Advisors
Texas
$540K -$5.95K -43 -1%
MPWT
2108
MassMutual Private Wealth & Trust
Connecticut
$537K +$205K +1,481 +56%
BW
2109
Biegel & Waller
Maryland
$534K +$47.8K +346 +9%
TF
2110
TLWM Financial
Texas
$533K -$26.7K -193 -4%
DP
2111
Dearborn Partners
Illinois
$533K +$24.1K +174 +4%
GEA
2112
Glen Eagle Advisors
New Jersey
$533K +$66K +477 +13%
MSFP
2113
Mark Sheptoff Financial Planning
Connecticut
$531K -$159K -1,150 -22%
IF
2114
IRON Financial
Illinois
$529K +$2.49K +18 +0.4%
MC
2115
Montag & Caldwell
Georgia
$528K – – –
CIM
2116
CIM Investment Management
Pennsylvania
$525K -$48.1K -348 -8%
EIP
2117
Easterly Investment Partners
Massachusetts
$522K – – –
WA
2118
Waverly Advisors
Alabama
$522K +$34.3K +248 +7%
AIM
2119
Advantage Investment Management
Iowa
$522K +$89.6K +648 +19%
VFM
2120
Viking Fund Management
North Dakota
$521K – – –
SC
2121
Solstein Capital
California
$521K +$78.8K +570 +14%
RMC
2122
Regis Management Company
California
$519K – – –
NF
2123
Nikulski Financial
Iowa
$518K +$288K +2,085 +110%
CWM
2124
Chesapeake Wealth Management
Virginia
$516K -$15.8K -114 -3%
CG
2125
Cynosure Group
Utah
$511K -$192K -1,387 -26%
83 84
85
86 87