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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2101
Avity Investment Management
Connecticut
$523K -$27.1M -283,649 -98%
PCMF
2102
Private Capital Management (Florida)
Florida
$522K +$299K +3,131 +109%
ROTUOC
2103
Regents of the University of California
California
$521K – – –
VC
2104
Veracity Capital
Georgia
$521K -$72.1K -754 -11%
PFWA
2105
Paces Ferry Wealth Advisors
Georgia
$520K -$179K -1,868 -24%
WAS
2106
Wealth Advisory Solutions
Indiana
$520K +$8.99K +94 +2%
BWM
2107
Baystate Wealth Management
Massachusetts
$519K +$20.7K +216 +4%
CA
2108
Carson Advisory
Georgia
$518K +$85.5K +894 +18%
FG
2109
Foster Group
Iowa
$517K +$21.8K +228 +4%
SIA
2110
Strategic Investment Advisors
Michigan
$517K +$354K +3,705 +165%
SOS
2111
Silver Oak Securities
Tennessee
$517K +$325K +3,394 +133%
LCM
2112
LCM Capital Management
Illinois
$516K +$32.6K +341 +6%
TPW
2113
Tiller Private Wealth
Pennsylvania
$516K +$67K +700 +13%
GJIA
2114
Glass Jacobson Investment Advisors
Maryland
$515K +$567K +5,930 New
ONST
2115
Old North State Trust
North Carolina
$515K -$27.5K -288 -5%
PIM
2116
Provident Investment Management
Michigan
$514K -$25.7M -268,513 -98%
RSA
2117
River Street Advisors
Illinois
$514K +$566K +5,916 New
CWA
2118
Consilium Wealth Advisory
Texas
$512K -$250K -2,610 -31%
PSCM
2119
Per Stirling Capital Management
Texas
$510K +$561K +5,867 New
DWM
2120
Drive Wealth Management
Utah
$509K +$130K +1,361 +30%
VA
2121
Valmark Advisers
Ohio
$509K +$3.25K +34 +0.6%
MIFH
2122
Migdal Insurance & Financial Holdings
Israel
$508K -$354K -3,699 -38%
WWC
2123
Waypoint Wealth Counsel
Georgia
$507K +$559K +5,840 New
CBFP
2124
Cedar Brook Financial Partners
Ohio
$507K +$23.9K +250 +4%
AAG
2125
Armstrong Advisory Group
Massachusetts
$507K +$558K +5,831 New
83 84
85
86 87