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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1501
Leeward Financial Partners
Washington
$1.14M +$36.2K +598 +3%
ORC
1502
O'Rourke & Company
Massachusetts
$1.14M +$1.88K +31 +0.2%
MWM
1503
Modera Wealth Management
New Jersey
$1.14M +$86.5K +1,429 +8%
FTC
1504
Farmers Trust Company
Ohio
$1.14M -$6.72K -111 -0.6%
FDCC
1505
Foster Dykema Cabot & Co
Massachusetts
$1.14M – – –
BFC
1506
Bedel Financial Consulting
Indiana
$1.13M -$254K -4,202 -19%
SCA
1507
Sandy Cove Advisors
Massachusetts
$1.13M – – –
ST
1508
Spinnaker Trust
Maine
$1.13M -$515K -8,500 -32%
CWM
1509
Cahaba Wealth Management
Georgia
$1.12M -$42.3K -698 -4%
GC
1510
Grimes & Company
Massachusetts
$1.12M -$49.2K -813 -4%
PCA
1511
Private Capital Advisors
Connecticut
$1.12M – – –
ROTUOC
1512
Regents of the University of California
California
$1.12M – – –
MAM
1513
Meeder Asset Management
Ohio
$1.12M -$2.02M -33,440 -65%
SFP
1514
Sweet Financial Partners
Minnesota
$1.12M +$353K +5,834 +48%
GLA
1515
Great Lakes Advisors
Illinois
$1.11M -$242K -3,992 -18%
LHC
1516
Little House Capital
Massachusetts
$1.11M -$303 -5 -0%
PAG
1517
Powers Advisory Group
Illinois
$1.11M +$6.3K +104 +0.6%
BB
1518
Bell Bank
North Dakota
$1.11M -$40.9K -675 -4%
WA
1519
WealthTrust Axiom
Pennsylvania
$1.11M – – –
FCMT
1520
Founders Capital Management (Texas)
Texas
$1.1M – – –
NP
1521
NorthRock Partners
Minnesota
$1.1M -$286K -4,725 -21%
RPG
1522
Resource Planning Group
Georgia
$1.1M -$214K -3,533 -17%
ESCM
1523
Echo Street Capital Management
New York
$1.1M +$427K +7,056 +66%
PFT
1524
Providence First Trust
Arizona
$1.1M – – –
FPGT
1525
Financial Partners Group (Tennessee)
Tennessee
$1.09M +$30.2K +499 +3%
59 60
61
62 63