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Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
2051
Regents of the University of California
California
$536K – – –
VCA
2052
Verdence Capital Advisors
Maryland
$535K -$12K -127 -2%
HIC
2053
Harvey Investment Company
Kentucky
$535K -$9.47K -100 -2%
DWM
2054
Drive Wealth Management
Utah
$532K -$122K -1,285 -18%
WSCM
2055
Wellington Shields Capital Management
New York
$532K -$12.5K -132 -2%
PFG
2056
Prosperity Financial Group
California
$531K +$58.9K +622 +12%
FZCM
2057
Flynn Zito Capital Management
New York
$530K +$18.9K +200 +3%
PCS
2058
Personal CFO Solutions
New Jersey
$530K +$121K +1,275 +27%
CWA
2059
Consilium Wealth Advisory
Texas
$530K +$39.5K +417 +8%
CWM
2060
Centurion Wealth Management
Virginia
$529K +$189 +2 +0%
CIC
2061
Crawford Investment Counsel
Georgia
$528K – – –
GWA
2062
GGM Wealth Advisors
Maryland
$528K +$559K +5,903 New
SL
2063
Sentry LLC
Tennessee
$528K – – –
FCA
2064
FLC Capital Advisors
California
$527K -$101K -1,067 -15%
RSA
2065
River Street Advisors
Illinois
$527K -$13.6K -144 -2%
AWG
2066
Altus Wealth Group
Colorado
$526K -$16.4K -173 -3%
AI
2067
ArchPoint Investors
Florida
$525K -$7.58K -80 -1%
BEC
2068
Blue Edge Capital
Virginia
$525K -$19.8K -209 -3%
PFC
2069
Phocas Financial Corp
California
$524K -$18.9K -200 -3%
KIC
2070
Kensington Investment Counsel
California
$524K -$81.6K -861 -13%
FAG
2071
Fortitude Advisory Group
Washington
$523K -$158K -1,665 -22%
ET
2072
Equitable Trust
Tennessee
$523K +$3.6K +38 +0.7%
USB
2073
Union Savings Bank
Connecticut
$522K +$557K +5,876 New
GA
2074
Geller Advisors
New York
$522K +$227K +2,401 +70%
MTWM
2075
Masso Torrence Wealth Management
New Jersey
$522K +$195K +2,060 +54%
81 82
83
84 85