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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2251
Rice Partnership
Hawaii
$450K -$5.28M -50,271 -93%
TSMHT
2252
Thurston Springer Miller Herd & Titak
Indiana
$449K +$148K +1,406 +54%
TWM
2253
Thrive Wealth Management
Pennsylvania
$449K -$8.61K -82 -2%
SCA
2254
St. Clair Advisors
Ohio
$449K +$3.47K +33 +0.8%
LOAMU
2255
Lombard Odier Asset Management (USA)
New York
$449K -$1.92M -18,313 -82%
LF
2256
LifeSteps Financial
California
$448K -$39.1K -372 -8%
SSA
2257
South Street Advisors
New York
$448K -$1.05K -10 -0.2%
AA
2258
Altrafin AG
$447K +$116K +1,100 +38%
LWM
2259
LongView Wealth Management
Georgia
$447K -$10.1K -96 -2%
SIC
2260
Sigma Investment Counselors
Michigan
$447K -$2.42K -23 -0.6%
SWM
2261
Silverlake Wealth Management
Vermont
$447K -$103K -979 -20%
KWMG
2262
King Wealth Management Group
Florida
$447K -$56.7K -540 -12%
WE
2263
Wealth Effects
Massachusetts
$446K +$20K +190 +5%
FFP
2264
FourThought Financial Partners
Florida
$446K +$420K +4,001 New
RWA
2265
Redhawk Wealth Advisors
Minnesota
$445K -$7.98K -76 -2%
SSWM
2266
Strait & Sound Wealth Management
California
$444K -$14.8K -141 -3%
PAS
2267
Professional Advisory Services
Florida
$443K – – –
GFG
2268
Grantvest Financial Group
New Jersey
$443K +$418K +3,977 New
CP
2269
Castleview Partners
Texas
$442K -$58.8K -560 -12%
ACM
2270
Argent Capital Management
Missouri
$440K – – –
CCC
2271
Compass Capital Corp
Massachusetts
$439K +$415K +3,946 New
SFC
2272
SYM Financial Corp
Indiana
$439K +$115K +1,099 +39%
AWM
2273
Accel Wealth Management
Iowa
$438K -$26.3K -250 -6%
BCM
2274
BCK Capital Management
Connecticut
$437K – – –
SDH
2275
Sloy Dahl & Holst
Washington
$437K -$37.3K -355 -8%
89 90
91
92 93