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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2151
Cambient Family Office
Michigan
$347K +$16K +157 +5%
BFG
2152
Berger Financial Group
Minnesota
$346K -$43.7K -429 -11%
SCA
2153
Strathmore Capital Advisors
North Carolina
$346K -$94.1K -923 -20%
AAS
2154
Annex Advisory Services
Wisconsin
$346K +$41.8K +410 +13%
SP
2155
Stablepoint Partners
Massachusetts
$346K +$15K +147 +4%
FFP
2156
FourThought Financial Partners
Florida
$346K +$2.85K +28 +0.8%
MCM
2157
MV Capital Management
Maryland
$345K -$408 -4 -0.1%
MWM
2158
Marietta Wealth Management
Georgia
$345K +$2.55K +25 +0.7%
SIC
2159
Sigma Investment Counselors
Michigan
$345K +$58.4K +573 +19%
RA
2160
Rockingstone Advisors
Massachusetts
$345K – – –
TP
2161
Thayer Partners
Pennsylvania
$344K +$1.22K +12 +0.3%
LCWP
2162
Legacy Capital Wealth Partners
Arkansas
$344K -$185K -1,816 -34%
TWA
2163
Trace Wealth Advisors
California
$343K – – –
OPWM
2164
Oregon Pacific Wealth Management
Oregon
$343K -$13.7K -134 -4%
TPW
2165
Tiller Private Wealth
Pennsylvania
$342K -$5.1K -50 -1%
MAM
2166
Mainsail Asset Management
Alabama
$342K +$357K +3,498 New
SIAP
2167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K -$63.3K -621 -15%
1WM
2168
1900 Wealth Management
Texas
$341K +$71.8K +704 +25%
AMM
2169
American Money Management
California
$341K -$7.95K -78 -2%
BFG
2170
Beacon Financial Group
Texas
$341K +$5.1K +50 +1%
PR
2171
Payden & Rygel
California
$340K +$153K +1,500 +74%
SSWM
2172
Sheets Smith Wealth Management
North Carolina
$339K -$102 -1 -0%
KA
2173
Kooman & Associates
Pennsylvania
$339K -$14.3K -140 -4%
BC
2174
Barrett & Company
Rhode Island
$339K – – –
EWS
2175
Eagle Wealth Strategies
New Jersey
$339K +$13.8K +135 +4%
85 86
87
88 89