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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2401
Acorns Advisers
California
$330K +$60.3K +560 +20%
SFG
2402
Somnio Financial Group
Connecticut
$327K +$355K +3,297 New
RWMG
2403
Redwood Wealth Management Group
New Jersey
$326K +$1.08K +10 +0.3%
FA
2404
Fiducient Advisors
Illinois
$326K +$14.5K +135 +4%
MWP
2405
Meridian Wealth Partners
Pennsylvania
$326K +$30.7K +285 +10%
CT
2406
Coastline Trust
Rhode Island
$325K +$50.6K +470 +17%
VH
2407
Visionary Horizons
Tennessee
$324K +$5.92K +55 +2%
FWP
2408
Firethorn Wealth Partners
Georgia
$324K -$25.4K -236 -7%
SFS
2409
Strategic Financial Services
New York
$324K +$21.1K +196 +6%
WFS
2410
WealthGarden F.S.
California
$322K +$350K +3,248 New
LS
2411
Livforsakringsbolaget Skandia
Sweden
$322K -$96.9K -900 -22%
JCM
2412
Janney Capital Management
Pennsylvania
$322K -$218K -2,028 -38%
UAM
2413
Unison Asset Management
Florida
$321K – – –
WCWM
2414
Willow Creek Wealth Management
California
$320K +$10.2K +95 +3%
UF
2415
Univest Financial
Pennsylvania
$320K -$16.1K -150 -4%
RFN
2416
Redwood Financial Network
Ohio
$320K -$2.48K -23 -0.7%
AIM
2417
Aspen Investment Management
Michigan
$320K -$22.1K -205 -6%
EWA
2418
Evolution Wealth Advisors
Florida
$319K -$212K -1,965 -38%
APWA
2419
Atlas Private Wealth Advisors
New Jersey
$317K +$344K +3,197 New
TNA
2420
True North Advisors
Texas
$317K +$23.7K +220 +7%
SIG
2421
Spinnaker Investment Group
California
$317K -$31.3K -291 -8%
WA
2422
Waddell & Associates
Tennessee
$317K +$3.44K +32 +1%
MWM
2423
Merriman Wealth Management
Washington
$316K +$13.9K +129 +4%
AIMA
2424
Ables Iannone Moore & Associates
Georgia
$316K -$116K -1,081 -25%
KSWA
2425
Kathleen S. Wright Associates
Pennsylvania
$315K – – –
95 96
97
98 99