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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2076
Beaumont Asset Management
Texas
$608K -$10.4K -103 -2%
FG
2077
Foster Group
Iowa
$608K +$11.5K +114 +2%
PFC
2078
Phocas Financial Corp
California
$607K -$6.55K -65 -1%
AWG
2079
Altus Wealth Group
Colorado
$607K +$4.03K +40 +0.7%
LFA
2080
Legacy Financial Advisors
Kentucky
$607K +$47.2K +468 +8%
FPF
2081
First Pacific Financial
Washington
$606K -$13K -129 -2%
VC
2082
Veracity Capital
Georgia
$606K +$5.85K +58 +1%
BSSFA
2083
Baron Silver Stevens Financial Advisors
Florida
$606K +$29.4K +292 +5%
RSA
2084
River Street Advisors
Illinois
$605K +$12.9K +128 +2%
KTA
2085
Keeley-Teton Advisors
Illinois
$605K -$17.8K -177 -3%
MAC
2086
Mason & Associates (California)
California
$605K +$92.6K +918 +18%
CS
2087
Crescent Sterling
Louisiana
$602K +$61.7K +612 +11%
CWM
2088
Curi Wealth Management
North Carolina
$602K -$23.3K -231 -4%
KCM
2089
KRS Capital Management
Michigan
$601K -$8.57K -85 -1%
BCM
2090
Bluefin Capital Management
New York
$601K – – –
ROTUOC
2091
Regents of the University of California
California
$601K – – –
KOCAA
2092
Knights of Columbus Asset Advisors
Connecticut
$599K +$153K +1,519 +34%
FFP
2093
FourThought Financial Partners
Florida
$599K -$1.86M -18,412 -75%
AI
2094
ArchPoint Investors
Florida
$597K -$1.03M -10,171 -63%
WW
2095
Waterfront Wealth
Kansas
$597K -$58.9K -584 -9%
TIA
2096
Tiemann Investment Advisors
California
$594K +$12.1K +120 +2%
SEEDPG
2097
S.E.E.D. Planning Group
New York
$594K -$34.7K -344 -5%
CWM
2098
Centurion Wealth Management
Virginia
$593K +$29.9K +297 +5%
CIC
2099
Crawford Investment Counsel
Georgia
$593K -$22.7K -225 -4%
SL
2100
Sentry LLC
Tennessee
$592K +$596K +5,914 New
82 83
84
85 86