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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2201
Altus Wealth Group
Colorado
$938K +$78.8K +488 +9%
GSIS
2202
Global Strategic Investment Solutions
Arizona
$936K +$30.8K +191 +3%
HAC
2203
Harbor Advisory Corp
New Hampshire
$935K +$163K +1,010 +20%
OPWM
2204
Oxinas Partners Wealth Management
Indiana
$935K +$568K +3,516 +140%
HIC
2205
Harvey Investment Company
Kentucky
$934K – – –
AIM
2206
Alhambra Investment Management
Florida
$932K +$11.3K +70 +1%
RCA
2207
Reitz Capital Advisors
Michigan
$932K +$21K +130 +3%
IPW
2208
Inlet Private Wealth
Florida
$930K – – –
LDFR
2209
Lehman & Derafelo Financial Resources
Pennsylvania
$930K +$169K +1,049 +21%
MMG
2210
Monetary Management Group
Missouri
$929K -$20.2K -125 -2%
BCFD
2211
Boit C.F. David
$929K – – –
ROTUOC
2212
Regents of the University of California
California
$929K – – –
DIM
2213
Delta Investment Management
California
$927K +$1.29K +8 +0.1%
FM
2214
Foster & Motley
Ohio
$926K -$20.2K -125 -2%
IP
2215
Intellectus Partners
California
$925K -$46.8K -290 -5%
CGH
2216
CMG Global Holdings
Texas
$925K +$35.2K +218 +4%
BFA
2217
Beacon Financial Advisory
Ohio
$923K +$153K +947 +19%
CAM
2218
Close Asset Management
United Kingdom
$919K +$91.2K +565 +11%
CASB
2219
Cape Ann Savings Bank
Massachusetts
$918K +$30.7K +190 +3%
VCM
2220
Viewpoint Capital Management
Washington
$918K +$958K +5,929 New
OWA
2221
Outlook Wealth Advisors
Texas
$917K +$339K +2,101 +55%
FNBOSM
2222
First National Bank of South Miami
Florida
$916K +$25.7K +159 +3%
BWA
2223
Bordeaux Wealth Advisors
California
$915K -$286K -1,773 -23%
FZCM
2224
Flynn Zito Capital Management
New York
$915K +$954K +5,907 New
BIM
2225
Barton Investment Management
Pennsylvania
$911K – – –
87 88
89
90 91