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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
2226
FourThought Financial Partners
Florida
$391K -$4.19K -39 -1%
AA
2227
Acorns Advisers
California
$391K +$14.2K +132 +3%
ACM
2228
Argent Capital Management
Missouri
$390K – – –
TWM
2229
Thrive Wealth Management
Pennsylvania
$390K -$9.13K -85 -2%
KLI
2230
Kelman-Lazarov Inc
Tennessee
$388K +$6.02K +56 +1%
BCM
2231
BCK Capital Management
Connecticut
$387K – – –
NI
2232
Natural Investments
California
$387K -$16.1K -150 -4%
KWMG
2233
King Wealth Management Group
Florida
$387K -$10.3K -96 -2%
RIM
2234
Redwood Investment Management
Arizona
$386K -$1.08M -10,018 -72%
TPWM
2235
Twelve Points Wealth Management
Massachusetts
$386K +$14.2K +132 +3%
BOJHT
2236
Bank of Jackson Hole Trust
Wyoming
$385K -$26.7K -248 -7%
RC
2237
Rahlfs Capital
Texas
$385K – – –
SSA
2238
South Street Advisors
New York
$385K -$13.4K -125 -3%
CCM
2239
Crew Capital Management
Ohio
$385K -$29.7K -276 -7%
SL
2240
Sentinus LLC
Illinois
$384K +$3.76K +35 +0.9%
GFP
2241
Gryphon Financial Partners
Ohio
$383K +$11.9K +111 +3%
SIC
2242
Sage Investment Counsel
Tennessee
$383K -$32.5K -302 -7%
CIG
2243
Cairn Investment Group
Washington
$383K – – –
KA
2244
Kooman & Associates
Pennsylvania
$383K +$9.56K +89 +2%
MFA
2245
McClarren Financial Advisors
Pennsylvania
$382K +$409K +3,809 New
SL
2246
Sentry LLC
Tennessee
$382K – – –
CWM
2247
Circle Wealth Management
New Jersey
$381K -$23.6K -220 -5%
SSWM
2248
Sheets Smith Wealth Management
North Carolina
$381K -$859K -7,989 -67%
GWM
2249
Greenwich Wealth Management
Connecticut
$379K -$25.4K -236 -6%
LF
2250
LifeSteps Financial
California
$378K -$20.6K -192 -5%
88 89
90
91 92