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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2151
Lionshead Wealth Management
New York
$465K +$3.41K +31 +0.8%
SI
2152
Saxon Interests
Texas
$465K +$771 +7 +0.2%
PSF
2153
Pacific Sun Financial
California
$465K -$81.8K -743 -15%
TW
2154
Titan Wealth
$464K +$449K +4,080 New
RC
2155
Rexford Capital
Texas
$464K +$42.3K +384 +10%
VCM
2156
Viewpoint Capital Management
Washington
$462K – – –
SL
2157
Summitry LLC
California
$461K +$9.36K +85 +2%
BWP
2158
Balboa Wealth Partners
Arizona
$460K +$6.06K +55 +1%
MFA
2159
McClarren Financial Advisors
Pennsylvania
$460K -$324K -2,942 -77%
SCA
2160
St. Clair Advisors
Ohio
$459K – – –
WCM
2161
Whitener Capital Management
North Carolina
$457K -$19.8K -180 -4%
IA
2162
IFG Advisory
Georgia
$457K -$16.4K -149 -4%
AIS
2163
AM Investment Strategies
Tennessee
$456K -$771 -7 -0.2%
PAS
2164
Professional Advisory Services
Florida
$455K -$1.65K -15 -0.4%
BWM
2165
Bulltick Wealth Management
Florida
$455K +$239K +2,170 +121%
AA
2166
Aufman Associates
Pennsylvania
$454K -$2.75K -25 -0.6%
DA
2167
Detalus Advisors
Missouri
$453K – – –
FRM
2168
Fox Run Management
Connecticut
$452K +$142K +1,291 +48%
HP
2169
Haven Private
Florida
$451K +$12.1K +110 +3%
RC
2170
Rovin Capital
Arizona
$450K -$215K -1,950 -33%
ACM
2171
Argent Capital Management
Missouri
$449K – – –
DIP
2172
Davis Investment Partners
North Carolina
$449K -$68.8K -625 -13%
RFP
2173
Root Financial Partners
California
$449K -$63.8K -579 -13%
TNA
2174
True North Advisors
Texas
$449K -$28.6K -260 -6%
DCM
2175
Dorato Capital Management
Colorado
$448K +$435K +3,950 New
85 86
87
88 89