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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2151
American Money Management
California
$469K +$10.1K +94 +2%
SW
2152
SkyOak Wealth
Michigan
$469K -$86.7K -805 -15%
FC
2153
FCA Corp
Texas
$468K -$538 -5 -0.1%
FAFN
2154
First Affirmative Financial Network
Colorado
$467K +$71.6K +665 +16%
WFI
2155
West Family Investments
California
$466K -$1.83K -17 -0.4%
TFG
2156
Taylor Financial Group
Virginia
$465K -$50.6K -470 -9%
SIS
2157
Sound Income Strategies
Florida
$465K +$20.7K +192 +4%
LI
2158
LRI Investments
Florida
$464K +$164K +1,527 +49%
KFA
2159
Kelleher Financial Advisors
New York
$463K -$80K -743 -14%
AFG
2160
Allegheny Financial Group
Pennsylvania
$463K +$58.8K +546 +13%
PJSIMP
2161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K -$969 -9 -0.2%
BCP
2162
Berkeley Capital Partners
Georgia
$461K +$16.3K +151 +3%
FB
2163
First Bancorp
Maine
$461K +$75.6K +702 +18%
SWM
2164
Sendero Wealth Management
Texas
$460K -$1.83K -17 -0.4%
BEW
2165
Burton Enright Welch
California
$460K -$26.9K -250 -5%
FFWA
2166
FRG Family Wealth Advisors
Washington
$457K -$156K -1,449 -22%
GI
2167
Gradient Investments
Minnesota
$457K +$77.2K +717 +18%
KSWWM
2168
Keyes Stange & Wooten Wealth Management
Florida
$456K – – –
WIA
2169
Westbourne Investment Advisors
Maryland
$456K – – –
WA
2170
Wealth Architects
California
$454K +$4.2K +39 +0.9%
WWM
2171
Westwood Wealth Management
California
$454K -$86.1K -800 -15%
HKAM
2172
Horizon Kinetics Asset Management
New York
$451K -$9.69K -90 -2%
SFG
2173
Sovereign Financial Group
Connecticut
$450K -$17.4K -162 -3%
OWA
2174
ORBA Wealth Advisors
Illinois
$449K +$39.7K +369 +9%
FA
2175
Fermata Advisors
California
$449K +$179K +1,663 +58%
85 86
87
88 89