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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2201
Affiance Financial
Minnesota
$428K – – –
BLC
2202
Brown, Lisle/Cummings
Rhode Island
$427K – – –
SBCM
2203
Schwerin Boyle Capital Management
Massachusetts
$427K -$3.76M -34,900 -89%
LGWM
2204
Litman Gregory Wealth Management
California
$427K -$53.8K -500 -10%
TNBTD
2205
Trustmark National Bank Trust Department
Mississippi
$426K -$52.7K -490 -10%
PWM
2206
Prosperity Wealth Management
California
$425K -$754 -7 -0.2%
SFS
2207
Summit Financial Strategies
Ohio
$424K -$10.8K -100 -2%
AWM
2208
Aviso Wealth Management
Washington
$424K -$74.8K -695 -14%
SDH
2209
Sloy Dahl & Holst
Washington
$424K -$22.2K -206 -5%
WI
2210
WrapManager Inc
California
$423K +$74.8K +695 +20%
LWM
2211
LongView Wealth Management
Georgia
$420K -$15.1K -140 -3%
MPCL
2212
My Personal CFO LLC
Washington
$420K -$4.09K -38 -0.9%
RL
2213
Rogco LP
Oklahoma
$420K +$50.1K +465 +12%
OL
2214
Optas LLC
Texas
$418K -$28.4K -264 -6%
BPFA
2215
Barnes Pettey Financial Advisors
Mississippi
$417K – – –
CA
2216
Crane Advisory
California
$417K +$88.8K +825 +24%
DPIM
2217
Duff & Phelps Investment Management
Illinois
$417K -$1.82M -16,912 -80%
WFA
2218
Wellspring Financial Advisors
Ohio
$416K +$12.9K +120 +3%
AIA
2219
Angeles Investment Advisors
California
$416K -$262K -2,438 -37%
HCA
2220
Horan Capital Advisors
Ohio
$415K – – –
GWM
2221
GSB Wealth Management
Connecticut
$414K -$1.29K -12 -0.3%
ACM
2222
Arcataur Capital Management
Wisconsin
$414K -$1.08K -10 -0.2%
CCM
2223
Crew Capital Management
Ohio
$414K – – –
WIM
2224
Wittenberg Investment Management
Massachusetts
$414K – – –
RC
2225
Rovin Capital
Arizona
$413K -$314K -2,913 -41%
87 88
89
90 91