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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2176
Alta Advisers
United Kingdom
$442K – – –
PPWM
2177
Paragon Private Wealth Management
Kentucky
$442K -$2.2K -25 -0.5%
RFM
2178
Royal Fund Management
Florida
$441K +$9.96K +113 +2%
TNBTD
2179
Trustmark National Bank Trust Department
Mississippi
$440K -$48.5K -550 -10%
SWMP
2180
Signature Wealth Management Partners
New Jersey
$440K -$111K -1,262 -21%
AMM
2181
American Money Management
California
$439K -$64.1K -727 -13%
C
2182
CEDRUS
Colorado
$438K +$73.8K +837 +21%
HPWM
2183
High Pines Wealth Management
Massachusetts
$438K +$82.5K +936 +24%
OL
2184
OneFund LLC
Florida
$437K +$427K +4,839 New
SPL
2185
Smart Portfolios LLC
Washington
$436K +$352K +3,992 New
SSA
2186
South Street Advisors
New York
$436K – – –
LGWM
2187
Litman Gregory Wealth Management
California
$433K -$10.8K -123 -2%
GA
2188
Geller Advisors
New York
$432K -$29.9K -339 -7%
ISWM
2189
Independent Solutions Wealth Management
New York
$432K -$75.4K -855 -15%
QPW
2190
Quantum Private Wealth
Florida
$430K -$10.1K -114 -2%
TPWA
2191
TRUE Private Wealth Advisors
Oregon
$430K -$15.6K -177 -4%
HA
2192
Harbor Advisors
Florida
$430K -$3.06M -34,737 -88%
IFU
2193
iSAM Funds (UK)
United Kingdom
$429K +$419K +4,754 New
HBCM
2194
Heron Bay Capital Management
Michigan
$429K – – –
PBF
2195
Petix & Botte Financial
California
$428K – – –
FNBOMD
2196
First National Bank of Mount Dora
Florida
$427K +$21.2K +240 +5%
RIS
2197
Retirement Income Solutions
Michigan
$427K +$23.4K +265 +6%
SAI
2198
Systematic Alpha Investments
New Jersey
$427K – – –
RWP
2199
Revolve Wealth Partners
New Jersey
$426K +$49.3K +559 +13%
DCM
2200
Dudley Capital Management
Virginia
$424K -$232K -2,630 -36%
86 87
88
89 90