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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
2376
Trust Company of the South
North Carolina
$288K – – –
AIM
2377
Aspen Investment Management
Michigan
$287K -$21.7K -236 -7%
OCM
2378
Osterweis Capital Management
California
$285K -$52.9K -575 -16%
FPCP
2379
Fort Point Capital Partners
California
$285K +$15.5K +169 +6%
SWM
2380
Sterling Wealth Management
Illinois
$285K +$5.89K +64 +2%
FOA
2381
Five Oceans Advisors
California
$285K +$17K +185 +7%
SIM
2382
Stratos Investment Management
Ohio
$283K -$9.48K -103 -3%
AIA
2383
Alera Investment Advisors
Illinois
$282K +$15.4K +167 +6%
KFA
2384
Kapstone Financial Advisors
Ohio
$282K -$81.2K -883 -23%
SIG
2385
Spinnaker Investment Group
California
$281K -$25.3K -275 -9%
SA
2386
Strategic Advocates
Utah
$281K +$17.5K +190 +7%
AA
2387
Altrafin AG
$281K – – –
DI
2388
DAGCO Inc
Ohio
$281K -$7.73K -84 -3%
BTWM
2389
Brass Tax Wealth Management
Ohio
$280K +$65.3K +710 +32%
AWP
2390
Abacus Wealth Partners
California
$279K +$1.1K +12 +0.4%
CSB
2391
City State Bank
Iowa
$279K +$90.4K +983 +51%
NFA
2392
Northern Financial Advisors
Michigan
$278K -$65.6K -713 -20%
LFM
2393
LGT Fund Management
Liechtenstein
$278K +$272K +2,951 New
RPA
2394
Rock Point Advisors
Vermont
$277K -$3.68K -40 -1%
DI
2395
DDFG Inc
California
$276K +$264K +2,873 New
IWM
2396
Iams Wealth Management
Nebraska
$276K +$264K +2,867 New
WHC
2397
Wulff, Hansen & Co
California
$276K – – –
FCFC
2398
First Commonwealth Financial Corp
Pennsylvania
$275K -$19.2K -209 -7%
IFPG
2399
Intrepid Financial Planning Group
Indiana
$275K -$19.8K -215 -7%
OWM
2400
Opes Wealth Management
California
$274K +$43.7K +475 +20%
94 95
96
97 98