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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2301
Tompkins Financial
New York
$421K -$5.25K -50 -1%
OPWM
2302
Oregon Pacific Wealth Management
Oregon
$421K +$397K +3,781 New
TPWM
2303
Twelve Points Wealth Management
Massachusetts
$420K -$51.5K -490 -11%
GFP
2304
Gryphon Financial Partners
Ohio
$420K -$46K -438 -10%
MPCL
2305
My Personal CFO LLC
Washington
$420K -$1.58K -15 -0.4%
SMWM
2306
Silvia McColl Wealth Management
California
$420K -$1.37K -13 -0.3%
PA
2307
Parkside Advisors
California
$418K -$15.4K -147 -4%
AA
2308
ALPS Advisors
Colorado
$418K -$316K -3,012 -45%
ACH
2309
ArrowMark Colorado Holdings
Colorado
$418K – – –
NWA
2310
New World Advisors
Massachusetts
$418K -$49.8K -474 -11%
API
2311
Asset Planning Inc
California
$417K +$394K +3,748 New
CWM
2312
Chesapeake Wealth Management
Virginia
$417K -$6.83K -65 -2%
LF
2313
Lantz Financial
Illinois
$416K +$15.4K +147 +4%
FWM
2314
Finer Wealth Management
Massachusetts
$416K -$42.9K -408 -10%
FAFN
2315
First Affirmative Financial Network
Colorado
$416K -$19.7K -188 -5%
CNTOF
2316
Canandaigua National Trust of Florida
New York
$415K +$124K +1,176 +46%
GFG
2317
Goldstone Financial Group
Illinois
$414K -$8.19K -78 -2%
EAM
2318
Evanson Asset Management
California
$414K -$10.5K -100 -3%
CCM
2319
Compass Capital Management
Minnesota
$414K -$66.2K -630 -14%
GI
2320
Gradient Investments
Minnesota
$414K -$24.8K -236 -6%
IWM
2321
Iams Wealth Management
Nebraska
$412K +$87.5K +833 +29%
CCC
2322
Chelsea Counsel Company
California
$411K -$9.45K -90 -2%
CFO
2323
CVA Family Office
Colorado
$411K +$46.3K +441 +14%
IWA
2324
Inspirion Wealth Advisors
Illinois
$410K +$2.63K +25 +0.7%
HCM
2325
Hall Capital Management
Rhode Island
$410K +$387K +3,681 New
91 92
93
94 95