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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
2051
XR Securities
Illinois
$880K +$850K +6,087 New
PIG
2052
Pantheon Investment Group
California
$874K +$853K +6,112 New
BI
2053
Ballast Inc
Kentucky
$871K +$1.4K +10 +0.2%
BO
2054
Bank OZK
Arkansas
$871K +$36.3K +260 +5%
ROTUOC
2055
Regents of the University of California
California
$868K – – –
AA
2056
Apriem Advisors
California
$868K +$144K +1,034 +21%
ECAM
2057
East Coast Asset Management
Massachusetts
$863K – – –
JGIA
2058
Jackson Grant Investment Advisers
Connecticut
$853K – – –
GCA
2059
Gradient Capital Advisors
California
$850K -$59.5K -426 -7%
VCM
2060
Vivaldi Capital Management
Illinois
$847K -$616K -4,412 -43%
ACG
2061
Allen Capital Group
Nebraska
$846K +$36.1K +259 +5%
LWMM
2062
Legacy Wealth Management (Mississippi)
Mississippi
$844K +$814K +5,835 New
ONB
2063
Old National Bancorp
Indiana
$843K -$119K -855 -13%
ACA
2064
Anchor Capital Advisors
Massachusetts
$843K -$15.9K -114 -2%
PWMG
2065
Prestige Wealth Management Group
New Jersey
$843K +$70.5K +505 +9%
TI
2066
tru Independence
Oregon
$841K +$1.22M +8,713 New
PWMAG
2067
Pinnacle Wealth Management Advisory Group
New Jersey
$840K +$7.26K +52 +0.9%
SIA
2068
Starfire Investment Advisers
Michigan
$837K +$3.49K +25 +0.4%
MCM
2069
Maple Capital Management
Vermont
$837K +$31.5K +226 +4%
TCM
2070
Tradewinds Capital Management
Washington
$835K +$70.5K +505 +10%
22CM
2071
20/20 Capital Management
California
$834K +$816K +5,846 New
TAM
2072
Trillium Asset Management
Massachusetts
$832K -$554K -3,969 -41%
JF
2073
JSF Financial
California
$826K -$26.5K -190 -3%
CP
2074
Covenant Partners
Tennessee
$824K – – –
EMB
2075
Elefante Mark B
$823K +$3.49K +25 +0.4%
81 82
83
84 85