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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2276
Wealth Effects
Massachusetts
$491K +$19.3K +185 +5%
GEA
2277
Glen Eagle Advisors
New Jersey
$490K -$29.7K -284 -7%
PSP
2278
Pacific Sage Partners
Washington
$490K -$14.7K -141 -3%
USB
2279
Union Savings Bank
Connecticut
$490K -$106K -1,019 -20%
PAS
2280
Professional Advisory Services
Florida
$489K – – –
WFAG
2281
Worth Financial Advisory Group
North Carolina
$488K -$246K -2,357 -37%
CFS
2282
Cannon Financial Strategists
Georgia
$488K – – –
PCMC
2283
Paragon Capital Management (Colorado)
Colorado
$488K -$42.8K -410 -9%
NPA
2284
Nichols & Pratt Advisers
Massachusetts
$487K -$114K -1,087 -21%
TWM
2285
Thrive Wealth Management
Pennsylvania
$484K +$138K +1,321 +50%
COCM
2286
Charter Oak Capital Management
New Hampshire
$484K +$12.8K +123 +3%
FIM
2287
Freedom Investment Management
Connecticut
$484K -$32.7K -313 -7%
FB
2288
First Bancorp
Maine
$482K -$4.7K -45 -1%
ICP
2289
Interchange Capital Partners
Pennsylvania
$482K -$5.12K -49 -1%
LI
2290
LVZ Inc
Michigan
$482K -$54.9K -526 -12%
PA
2291
Parkside Advisors
California
$481K +$7.94K +76 +2%
BB
2292
Burford Brothers
Texas
$481K -$607K -5,807 -60%
CFA
2293
CWS Financial Advisors
Michigan
$481K -$3.55K -34 -0.9%
HCM
2294
Hall Capital Management
Rhode Island
$480K +$34.9K +334 +9%
BCM
2295
BCK Capital Management
Connecticut
$480K – – –
CFO
2296
Callan Family Office
Pennsylvania
$479K +$62.2K +595 +18%
HFRG
2297
Houlihan Financial Resource Group
Virginia
$478K -$522 -5 -0.1%
TDC
2298
Thompson Davis & Co
Virginia
$478K -$9.92K -95 -2%
AA
2299
Alesco Advisors
New York
$477K +$66.1K +633 +19%
WMA
2300
Wealth Management Associates
New Jersey
$476K +$104K +992 +26%
90 91
92
93 94