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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2326
Manchester Financial
California
$695K -$891 -5 -0.1%
SS
2327
Sunbelt Securities
Texas
$692K – – –
LFA
2328
Legacy Financial Advisors
Kentucky
$692K +$34.9K +196 +5%
SWM
2329
Segment Wealth Management
Texas
$686K -$89.7K -503 -11%
MAWCM
2330
Mine & Arao Wealth Creation & Management
California
$685K -$6.24K -35 -0.9%
GWM
2331
Greenhouse Wealth Management
Connecticut
$679K – – –
PSF
2332
Pacific Sun Financial
California
$679K +$716K +4,016 New
PAS
2333
Professional Advisory Services
Florida
$677K – – –
WWA
2334
WC Walker & Associates
California
$676K – – –
EFM
2335
E Fund Management
China
$676K +$712K +3,994 New
SWA
2336
Sutton Wealth Advisors
Florida
$675K +$3.39K +19 +0.5%
HC
2337
HNP Capital
New York
$673K – – –
VRM
2338
Vectors Research Management
New York
$673K – – –
TFM
2339
TFC Financial Management
Massachusetts
$673K +$21.4K +120 +3%
FH
2340
FWG Holdings
Florida
$673K +$40.3K +226 +6%
FPGK
2341
Financial Partners Group (Kansas)
Kansas
$670K +$4.46K +25 +0.6%
CCA
2342
Childress Capital Advisors
Texas
$670K +$53.8K +302 +8%
LPIC
2343
LeJeune Puetz Investment Counsel
Michigan
$670K +$84.3K +473 +14%
COCM
2344
Charter Oak Capital Management
New Hampshire
$668K +$19.8K +111 +3%
WI
2345
Wintrust Investments
Illinois
$666K -$3.72M -20,880 -81%
WDG
2346
Wealth Dimensions Group
Ohio
$666K +$64.7K +363 +10%
APW
2347
Aurora Private Wealth
New Jersey
$664K +$14.4K +81 +2%
WIM
2348
Westside Investment Management
California
$663K +$16.4K +92 +0.6%
PA
2349
Probity Advisors
Texas
$663K +$55.4K +311 +9%
SIG
2350
Sargent Investment Group
Maryland
$659K -$3.03K -17 -0.4%
92 93
94
95 96