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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2301
Day & Ennis
Georgia
$309K +$34.3K +248 +12%
AC
2302
Avestar Capital
New York
$308K +$52.3K +378 +19%
PAG
2303
Pinnacle Advisory Group
Maryland
$307K -$139K -1,004 -30%
DBRC
2304
D.B. Root & Company
Pennsylvania
$307K +$3.87K +28 +1%
OKSA
2305
O'Keefe Stevens Advisory
New York
$306K – – –
SFS
2306
Summit Financial Strategies
Ohio
$301K +$32.2K +233 +11%
FNBOH
2307
First National Bank of Hutchinson
Kansas
$299K +$43.3K +313 +16%
TF
2308
TimeScale Financial
Massachusetts
$299K +$46.5K +336 +17%
RWMH
2309
Riverpoint Wealth Management Holdings
Illinois
$297K +$1.8K +13 +0.6%
WBG
2310
Wharton Business Group
Pennsylvania
$296K – – –
TVAMP
2311
Tennessee Valley Asset Management Partners
Tennessee
$296K +$27.1K +196 +9%
PWA
2312
Physician Wealth Advisors
Utah
$296K +$274K +1,979 New
ODG
2313
O'Dell Group
Ohio
$295K +$18.4K +133 +6%
TWM
2314
Titus Wealth Management
California
$294K +$110K +794 +54%
PG
2315
Pendal Group
Australia
$293K +$49.5K +358 +19%
VAS
2316
Valicenti Advisory Services
New York
$291K – – –
AIS
2317
Accurate Investment Solutions
Pennsylvania
$291K +$138 +1 +0%
FNBSF
2318
First National Bank Sioux Falls
South Dakota
$291K +$14.5K +105 +5%
SWMG
2319
Strategic Wealth Management Group
Maryland
$288K -$7.19K -52 -2%
MIC
2320
Meridian Investment Counsel
California
$288K +$10.4K +75 +4%
M
2321
Mirova
France
$288K +$27.5K +199 +10%
LWA
2322
Lenox Wealth Advisors
New York
$288K +$76.7K +555 +34%
TIM
2323
Tortoise Investment Management
New York
$286K -$47.3K -342 -14%
HL
2324
HeadInvest LLC
Maine
$285K -$28.5K -206 -9%
HCP
2325
Holt Capital Partners
Texas
$283K – – –
91 92
93
94 95