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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1726
DAGCO Inc
Ohio
$376K +$267K +2,627 +191%
SAMC
1727
Spectrum Asset Management (California)
California
$376K – – –
SA
1728
Strategic Advisors
New York
$376K -$23.1K -227 -5%
PO
1729
Private Ocean
California
$375K -$610 -6 -0.2%
SOAG
1730
Silver Oak Advisory Group
Oregon
$375K – – –
VLC
1731
Van Leeuwen & Company
New Jersey
$374K -$175K -1,717 -30%
VAF
1732
Values Added Financial
District of Columbia
$374K -$45.1K -443 -10%
FM
1733
Family Management
New York
$374K -$16.3K -160 -4%
LWAM
1734
Legacy Wealth Asset Management
Minnesota
$374K +$3.66K +36 +0.9%
WA
1735
Wealth Architects
California
$373K -$23.5K -231 -6%
WCF
1736
West Coast Financial
California
$373K -$2.03K -20 -0.5%
6F
1737
626 Financial
Michigan
$372K +$712 +7 +0.2%
RIA
1738
Realta Investment Advisors
Delaware
$371K -$37K -364 -8%
MWM
1739
Meridian Wealth Management
Kentucky
$370K -$445K -4,374 -53%
BSA
1740
Bull Street Advisors
Georgia
$369K -$21.9K -215 -5%
WCA
1741
Waratah Capital Advisors
Ontario, Canada
$369K +$399K +3,923 New
AC
1742
Allstate Corporation
Illinois
$368K -$35.2K -346 -8%
JBA
1743
Johnson Bixby & Associates
Washington
$367K -$188K -1,846 -32%
SPC
1744
Stewart & Patten Company
California
$366K +$23.9K +235 +6%
WF
1745
Wayfinding Financial
Washington
$365K -$40.3K -396 -9%
TFS
1746
Thoroughbred Financial Services
Tennessee
$363K -$303K -2,978 -44%
GC
1747
Gilbert & Cook
Iowa
$363K -$148K -1,454 -27%
CF
1748
Clarity Financial
Texas
$363K +$393K +3,859 New
LA
1749
Lakeside Advisors
Washington
$362K – – –
ACM
1750
Arcataur Capital Management
Wisconsin
$362K – – –
68 69
70
71 72