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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2451
Wallace Advisory Group
California
$300K -$221K -2,510 -40%
SIG
2452
Sargent Investment Group
Maryland
$300K +$17.3K +196 +6%
APWA
2453
Atlas Private Wealth Advisors
New Jersey
$299K -$99.4K -1,128 -25%
HZ
2454
Hixon Zuercher
Ohio
$298K – – –
PIM
2455
Plato Investment Management
Australia
$296K +$289K +3,276 New
GM
2456
GeoWealth Management
Illinois
$295K +$268K +3,039 +1,211%
AA
2457
Alesco Advisors
New York
$295K +$1.76K +20 +0.6%
EE
2458
EWG Elevate
California
$294K +$287K +3,259 New
LPAM
2459
Lodestar Private Asset Management
California
$294K -$1.5K -17 -0.5%
NRD
2460
Nebula Research & Development
New York
$294K -$255K -2,896 -47%
AWM
2461
Accel Wealth Management
Iowa
$294K -$1.5K -17 -0.5%
RL
2462
Rogco LP
Oklahoma
$293K +$173K +1,966 +154%
BIP
2463
Blueprint Investment Partners
North Carolina
$293K +$286K +3,242 New
NECFA
2464
New England Capital Financial Advisors
Connecticut
$293K -$5.11K -58 -2%
SFG
2465
Sovereign Financial Group
Connecticut
$293K +$4.76K +54 +2%
UAM
2466
Unison Asset Management
Florida
$292K – – –
VH
2467
Visionary Horizons
Tennessee
$292K +$285K +3,233 New
M1FG
2468
Mach-1 Financial Group
Arkansas
$292K -$12.8K -145 -4%
CIP
2469
Convergence Investment Partners
Florida
$291K +$8.11K +92 +3%
WCWM
2470
Willow Creek Wealth Management
California
$291K -$1.41K -16 -0.5%
WFAG
2471
Wescott Financial Advisory Group
Pennsylvania
$290K -$9.17K -104 -3%
AIP
2472
Almanack Investment Partners
Pennsylvania
$290K +$22.7K +257 +9%
BSSFA
2473
Baron Silver Stevens Financial Advisors
Florida
$290K -$153K -1,737 -35%
OL
2474
Optas LLC
Texas
$290K -$11.7K -133 -4%
FBT
2475
First Bank & Trust
South Dakota
$289K -$3.35K -38 -1%
97 98
99
100 101