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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1501
Regal Investment Advisors
Michigan
$18.7M -$503K -1,971 -3%
MG
1502
Mather Group
Illinois
$18.7M -$147K -576 -0.9%
BL
1503
BFSG LLC
California
$18.7M +$2.78M +10,901 +20%
AA
1504
Altrafin AG
$18.7M +$996K +3,906 +6%
CP
1505
Capital Planning
Washington
$18.7M -$940K -3,685 -5%
BCM
1506
Bridgeway Capital Management
Texas
$18.7M -$1.16M -4,538 -7%
FBC
1507
Fairfield, Bush & Co
Connecticut
$18.6M +$7.51M +29,430 +84%
SM
1508
STF Management
Texas
$18.6M +$6.72M +26,347 +69%
SACTSONJ
1509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$18.5M – – –
AAM
1510
Augustine Asset Management
Florida
$18.5M -$148K -579 -0.9%
HCM
1511
Harvey Capital Management
Florida
$18.5M -$241K -945 -1%
WAP
1512
Wealthcare Advisory Partners
Pennsylvania
$18.4M -$14K -55 -0.1%
CWM
1513
Curi Wealth Management
North Carolina
$18.4M -$521K -2,044 -3%
CWA
1514
Canvas Wealth Advisors
Kansas
$18.3M -$3.43M -13,442 -18%
LJHT
1515
Laurie J. Hall Trustee
$18.3M -$116K -453 -0.7%
JIC
1516
Joel Isaacson & Co
New York
$18.3M +$265K +1,038 +2%
BCM
1517
Buckhead Capital Management
Georgia
$18.3M +$163K +638 +1%
HKIM
1518
Hayek Kallen Investment Management
Alabama
$18.3M -$360K -1,413 -2%
LWANC
1519
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.3M +$299K +1,173 +2%
WP
1520
Woodline Partners
California
$18.3M -$66.3M -260,012 -80%
NHT
1521
New Hampshire Trust
New Hampshire
$18.3M -$245K -960 -1%
NAMM
1522
NorthStar Asset Management (Massachusetts)
Massachusetts
$18.2M -$74.5K -292 -0.5%
SWM
1523
Segment Wealth Management
Texas
$18.2M +$489K +1,916 +3%
PGAM
1524
Princeton Global Asset Management
New Jersey
$18.2M +$865K +3,391 +6%
HCM
1525
Huber Capital Management
California
$18.2M – – –
59 60
61
62 63