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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2101
PSI Advisors
Florida
$548K +$229K +2,204 +100%
AF
2102
Aviso Financial
Ontario, Canada
$547K +$10.4K +100 +2%
EFA
2103
Evernest Financial Advisors
Indiana
$545K +$63.1K +607 +16%
OWA
2104
Octavia Wealth Advisors
Ohio
$544K -$68.4K -658 -13%
ML
2105
McAdam LLC
Pennsylvania
$544K -$27.9K -269 -6%
FMN
2106
Financial Management Network
California
$543K -$9.97K -96 -2%
PFS
2107
Prospect Financial Services
New York
$543K -$202K -1,948 -31%
HCM
2108
Hall Capital Management
Rhode Island
$543K +$86.9K +836 +24%
1WM
2109
1858 Wealth Management
Ohio
$542K +$454K +4,374 New
SIA
2110
SeaBridge Investment Advisors
New Jersey
$540K -$115K -1,107 -20%
PCFFS
2111
Pacific Center for Financial Services
California
$540K +$208 +2 +0%
TTWM
2112
TCV Trust & Wealth Management
Virginia
$539K -$128K -1,235 -22%
YIM
2113
Yoffe Investment Management
Pennsylvania
$539K – – –
RCWM
2114
Royal Capital Wealth Management
Indiana
$538K – – –
PCM
2115
Pointe Capital Management
Michigan
$536K -$208 -2 -0%
GS
2116
GWN Securities
Florida
$536K -$7.94M -76,450 -95%
MWM
2117
Maridea Wealth Management
New York
$534K -$818K -7,871 -65%
DWM
2118
David Wealth Management
Virginia
$533K -$3.53K -34 -0.8%
IF
2119
Intrua Financial
Texas
$532K -$77.5K -746 -15%
CNB
2120
Camden National Bank
Maine
$532K +$77K +741 +21%
DP
2121
Dearborn Partners
Illinois
$528K -$49.1K -473 -10%
ICM
2122
IMS Capital Management
Oregon
$526K -$1.75M -16,873 -80%
RF
2123
Rossby Financial
Florida
$526K -$91.7K -883 -17%
TWM
2124
Thrive Wealth Management
Pennsylvania
$526K +$30.3K +292 +7%
BB
2125
Burford Brothers
Texas
$524K -$13.2K -127 -3%
83 84
85
86 87