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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
2376
Grace & White Inc
New York
$428K -$151K -1,450 -29%
SIG
2377
Spinnaker Investment Group
California
$427K +$2.61K +25 +0.7%
KLI
2378
Kelman-Lazarov Inc
Tennessee
$427K -$9.92K -95 -3%
BSSFA
2379
Baron Silver Stevens Financial Advisors
Florida
$426K +$28.5K +273 +9%
TMWM
2380
Taylor & Morgan Wealth Management
Michigan
$426K -$18.2K -174 -5%
PMG
2381
Private Management Group
California
$424K +$1.04K +10 +0.3%
CFA
2382
Capstone Financial Advisors
Illinois
$424K +$47.9K +459 +15%
NRI
2383
NFP Retirement Inc
California
$424K +$52.9K +506 +17%
VCM
2384
Vivaldi Capital Management
Illinois
$424K -$31.9K -305 -7%
TFGT
2385
TS Financial Group (TSFG)
Illinois
$423K +$1.46K +14 +0.4%
CHA
2386
Carmichael Hill & Associates
Maryland
$423K -$36.7K -351 -9%
BC
2387
Barrett & Company
Rhode Island
$420K -$10.4K -100 -3%
LFG
2388
Lockerman Financial Group
California
$420K +$358K +3,432 New
AIM
2389
Aspen Investment Management
Michigan
$419K – – –
NWA
2390
New World Advisors
Massachusetts
$419K +$9.61K +92 +3%
SFS
2391
Stiles Financial Services
Minnesota
$419K -$76.9K -736 -18%
CCM
2392
Conway Capital Management
California
$418K +$313 +3 +0.1%
FM
2393
Family Management
New York
$416K -$33.7K -323 -9%
IGWM
2394
ICA Group Wealth Management
Colorado
$415K -$12.8K -123 -3%
CWP
2395
Concord Wealth Partners
Virginia
$415K +$79K +756 +29%
BP
2396
Broadleaf Partners
Ohio
$414K -$1.36K -13 -0.4%
UF
2397
Univest Financial
Pennsylvania
$413K -$104 -1 -0%
SCP
2398
Sivia Capital Partners
California
$413K -$40.7K -390 -10%
PCA
2399
Pallas Capital Advisors
Massachusetts
$413K -$3.76K -36 -1%
SFG
2400
SNS Financial Group
Minnesota
$412K -$37.3K -357 -10%
94 95
96
97 98