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Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
2101
Regents of the University of California
California
$1.09M – – –
PFBT
2102
Parkside Financial Bank & Trust
Missouri
$1.08M +$122K +852 +17%
EWM
2103
Evermay Wealth Management
Virginia
$1.08M -$327K -2,275 -28%
PIM
2104
Perpetual Investment Management
Australia
$1.08M +$856K +5,961 New
PIP
2105
Peachtree Investment Partners
Florida
$1.08M +$52.7K +367 +7%
DC
2106
Diametric Capital
Massachusetts
$1.07M +$846K +5,892 New
BIM
2107
Barton Investment Management
Pennsylvania
$1.06M – – –
MA
2108
MCF Advisors
Kentucky
$1.06M -$61.3K -427 -7%
WAM
2109
WNY Asset Management
New York
$1.06M +$841K +5,861 New
CSWG
2110
Cardinal Strategic Wealth Guidance
Kentucky
$1.06M -$31.3K -218 -4%
TAIM
2111
Te Ahumairangi Investment Management
New Zealand
$1.06M -$330K -2,300 -28%
ODG
2112
O'Dell Group
Ohio
$1.05M +$836K +5,822 New
PWSG
2113
Pacific Wealth Strategies Group
California
$1.05M +$845K +5,889 New
AA
2114
Argent Advisors
Louisiana
$1.05M -$186K -1,299 -18%
DDC
2115
DF Dent & Co
Maryland
$1.05M -$269K -1,871 -24%
CMI
2116
Clare Market Investments
Texas
$1.04M +$46.5K +324 +6%
EWA
2117
Evolution Wealth Advisors
Florida
$1.04M -$529K -3,686 -39%
IWS
2118
Insight Wealth Strategies
California
$1.03M +$18.1K +126 +2%
PCG
2119
Private Capital Group
Connecticut
$1.03M -$51.8K -361 -6%
GWM
2120
Gray Wealth Management
Maine
$1.03M +$9.19K +64 +1%
LW
2121
Linscomb Wealth
Texas
$1.03M +$19.7K +137 +2%
HIC
2122
Harvey Investment Company
Kentucky
$1.03M – – –
IA
2123
IFG Advisors
Missouri
$1.02M +$1.15K +8 +0.1%
AG
2124
AlphaSimPlex Group
Massachusetts
$1.02M -$286K -1,991 -26%
CCM
2125
Cullen Capital Management
New York
$1.02M – – –
83 84
85
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