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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2126
Professional Advisory Services
Florida
$460K +$1.77K +15 +0.4%
AGA
2127
Arkos Global Advisors
Texas
$460K +$177K +1,500 +60%
PL
2128
Perpetual Ltd
Australia
$460K +$84.2K +715 +22%
FL
2129
FreeGulliver LLC
Louisiana
$460K +$473K +4,015 New
AA
2130
Aufman Associates
Pennsylvania
$460K -$2.36K -20 -0.5%
SFP
2131
Shepherd Financial Partners
Massachusetts
$459K +$4.36K +37 +0.9%
MFS
2132
Miller Financial Services
Michigan
$459K -$3.53K -30 -0.7%
BWP
2133
Balboa Wealth Partners
Arizona
$457K -$86K -730 -15%
SWA
2134
SFMG Wealth Advisors
Texas
$457K +$14.8K +126 +3%
DA
2135
Detalus Advisors
Missouri
$456K +$1.41K +12 +0.3%
WIM
2136
Wittenberg Investment Management
Massachusetts
$455K – – –
SL
2137
Summitry LLC
California
$455K +$16.5K +140 +4%
PP
2138
Patron Partners
Texas
$453K +$51.6K +438 +12%
ACM
2139
Argent Capital Management
Missouri
$452K – – –
NCM
2140
Narwhal Capital Management
Georgia
$452K -$2.03M -17,257 -81%
WSCM
2141
Wellington Shields Capital Management
New York
$451K -$64.5K -548 -12%
ACM
2142
Arcataur Capital Management
Wisconsin
$450K -$7.3K -62 -2%
CFFP
2143
Center for Financial Planning
Michigan
$448K +$77.4K +657 +20%
RCP
2144
Rothschild Capital Partners
New York
$448K +$265K +2,250 +136%
LF
2145
LifeSteps Financial
California
$447K -$16.7K -142 -4%
RC
2146
Rahlfs Capital
Texas
$447K – – –
C1AG
2147
Client 1st Advisory Group
Florida
$445K +$122K +1,037 +36%
AAG
2148
Armstrong Advisory Group
Massachusetts
$444K +$353 +3 +0.1%
NA
2149
Navellier & Associates
Nevada
$444K +$4.83K +41 +1%
LCM
2150
Leisure Capital Management
California
$443K -$16K -136 -3%
84 85
86
87 88