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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2226
Pacific Center for Financial Services
California
$826K +$19.6K +110 +2%
WCAMG
2227
Woodard & Company Asset Management Group
North Carolina
$826K +$870K +4,880 New
MAG
2228
MRA Advisory Group
New Jersey
$825K +$32.3K +181 +4%
BSI
2229
Bennett Selby Investments
Maine
$822K +$2.5K +14 +0.3%
DA
2230
Dash Acquisitions
California
$821K +$124K +698 +17%
CNBT
2231
Cornerstone National Bank & Trust
Illinois
$821K +$31.7K +178 +4%
PIMG
2232
Patriot Investment Management Group
Tennessee
$819K -$42.8K -240 -5%
VCM
2233
Vigilant Capital Management
Maine
$816K -$62.9K -353 -7%
SAI
2234
Systematic Alpha Investments
New Jersey
$813K +$858K +4,811 New
RIG
2235
RiverFront Investment Group
Virginia
$812K -$7.49K -42 -0.9%
ER
2236
Enlightenment Research
Florida
$812K +$856K +4,800 New
VCM
2237
Vivaldi Capital Management
Illinois
$811K – – –
NWM
2238
Northwest Wealth Management
Iowa
$808K +$1.96K +11 +0.2%
CWP
2239
Curated Wealth Partners
California
$805K -$178 -1 -0%
UAS
2240
United Asset Strategies
New York
$803K -$275K -1,544 -25%
RIS
2241
Retirement Income Solutions
Michigan
$800K – – –
WCM
2242
Windsor Capital Management
Arizona
$799K -$18.9K -106 -2%
SSA
2243
South Street Advisors
New York
$797K – – –
HPCM
2244
High Pointe Capital Management
Illinois
$796K – – –
WAOI
2245
Wealth Advisors of Iowa
Iowa
$796K +$22.3K +125 +3%
GG
2246
Golden Green
South Carolina
$794K -$106K -596 -11%
WA
2247
Wealth Architects
California
$790K +$37.6K +211 +5%
MC
2248
Mathes Company
New York
$787K – – –
CA
2249
CGN Advisors
Kansas
$786K +$196K +1,102 +31%
GCIA
2250
Gabelli & Co Investment Advisers
New York
$784K -$4.46K -25 -0.5%
88 89
90
91 92