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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
2126
Hudson Edge Investment Partners
New Jersey
$960K +$1.74K +12 +0.2%
SLWS
2127
Swaine & Leidel Wealth Services
Florida
$957K +$138K +957 New
SHFP
2128
Second Half Financial Partners
Florida
$957K +$750K +5,186 New
LDFR
2129
Lehman & Derafelo Financial Resources
Pennsylvania
$947K +$130K +900 +15%
TF
2130
Tompkins Financial
New York
$945K +$505K +3,495 +103%
SAM
2131
Secure Asset Management
Michigan
$944K -$104K -716 -9%
CNC
2132
Citizens & Northern Corp
Pennsylvania
$943K -$35.9K -248 -3%
GCP
2133
GSA Capital Partners
United Kingdom
$941K -$1.07M -7,379 -52%
PMFA
2134
Plante Moran Financial Advisors
Michigan
$941K -$141K -972 -12%
CA
2135
CGN Advisors
Kansas
$940K +$257K +1,775 +35%
RWB
2136
RMR Wealth Builders
New Jersey
$938K +$404K +2,792 +69%
FBB
2137
Fulton Breakefield Broenniman
Maryland
$937K -$162K -1,122 -14%
EPA
2138
Element Pointe Advisors
Florida
$934K -$286K -1,976 -22%
FPS
2139
Fieldpoint Private Securities
Connecticut
$932K -$18.1K -125 -2%
BCFD
2140
Boit C.F. David
$929K -$86.7K -600 -10%
HR
2141
Hardy Reed
Mississippi
$928K -$4.34K -30 -0.4%
SSWM
2142
Sheets Smith Wealth Management
North Carolina
$928K +$5.78K +40 +0.6%
MMG
2143
Monetary Management Group
Missouri
$926K +$108K +750 +13%
MWA
2144
Monograph Wealth Advisors
California
$925K +$179K +1,239 +23%
TPWM
2145
Twelve Points Wealth Management
Massachusetts
$923K -$10.4K -72 -1%
CFM
2146
Coronation Fund Managers
South Africa
$923K +$136K +938 +16%
PFC
2147
Phocas Financial Corp
California
$921K +$22.4K +155 +2%
RCA
2148
Reitz Capital Advisors
Michigan
$921K +$205K +1,415 +27%
PWSG
2149
Pacific Wealth Strategies Group
California
$920K +$52.9K +366 +6%
CAM
2150
Close Asset Management
United Kingdom
$919K – – –
84 85
86
87 88