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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
2226
FourThought Financial Partners
Florida
$530K -$627 -6 -0.1%
FA
2227
Fortis Advisors
Pennsylvania
$529K – – –
MF
2228
Manchester Financial
California
$529K +$34.3K +328 +8%
SL
2229
Sentry LLC
Tennessee
$528K -$1.04K -10 -0.2%
ISWM
2230
Independent Solutions Wealth Management
New York
$528K -$49.1K -470 -10%
EAM
2231
Evanson Asset Management
California
$528K -$20.7K -198 -4%
AF
2232
Affiance Financial
Minnesota
$527K -$5.85K -56 -1%
HWM
2233
Hemington Wealth Management
Virginia
$527K -$200K -1,910 -31%
BLC
2234
Brown, Lisle/Cummings
Rhode Island
$527K -$10K -96 -2%
WW
2235
Waterfront Wealth
Kansas
$526K -$30.4K -291 -6%
PWM
2236
Prosperity Wealth Management
California
$525K +$41.3K +395 +10%
KCM
2237
Kathmere Capital Management
Pennsylvania
$524K +$156K +1,491 +53%
SA
2238
Strategic Advocates
Utah
$524K +$147K +1,406 +49%
EA
2239
Everpar Advisors
Oklahoma
$523K +$447K +4,277 New
MPCL
2240
My Personal CFO LLC
Washington
$523K +$11.3K +108 +3%
AIMA
2241
Ables Iannone Moore & Associates
Georgia
$521K -$9.92K -95 -2%
NBT
2242
Northwest Bank & Trust
Iowa
$518K +$24.8K +237 +5%
VCM
2243
Viewpoint Capital Management
Washington
$517K – – –
BPFA
2244
Barnes Pettey Financial Advisors
Mississippi
$514K -$39.6K -379 -8%
EWM
2245
Evermay Wealth Management
Virginia
$514K +$156K +1,494 +55%
GWM
2246
GSB Wealth Management
Connecticut
$512K +$66.2K +634 +18%
ACM
2247
Arcataur Capital Management
Wisconsin
$512K – – –
HCA
2248
Horan Capital Advisors
Ohio
$512K -$44K -421 -9%
CCM
2249
Crew Capital Management
Ohio
$510K +$143K +1,372 +49%
WIM
2250
Wittenberg Investment Management
Massachusetts
$510K -$209 -2 -0%
88 89
90
91 92