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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1476
Weiss Asset Management
Massachusetts
$903K +$995K +11,055 New
CPC
1477
Congress Park Capital
New York
$900K +$20.4K +226 +2%
PL
1478
PeakShares LLC
Florida
$900K +$992K +11,016 New
AAM
1479
AR Asset Management
California
$899K – – –
MG
1480
Mather Group
Illinois
$898K +$46.8K +520 +5%
EW
1481
Evoke Wealth
California
$898K -$16K -178 -2%
WCM
1482
Weik Capital Management
Pennsylvania
$898K +$27K +300 +3%
CIA
1483
Cladis Investment Advisory
Montana
$897K +$988K +10,976 New
EWM
1484
Endowment Wealth Management
Wisconsin
$895K -$57.3K -636 -5%
RP
1485
Regal Partners
Australia
$892K -$43.4K -482 -4%
SWM
1486
StoneCrest Wealth Management
Arizona
$891K -$141K -1,571 -13%
BWA
1487
Basecamp Wealth Advisors
Washington
$886K +$977K +10,846 New
CT
1488
Chicago Trust
Illinois
$885K -$339K -3,764 -26%
CGL
1489
Clarius Group LLC
Washington
$885K -$93.2K -1,035 -9%
CCG
1490
Ceeto Capital Group
Florida
$882K +$432K +4,800 +80%
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$881K -$62.2K -691 -6%
FCH
1492
Freestone Capital Holdings
Washington
$879K +$46K +511 +5%
OCM
1493
Orion Capital Management
California
$878K -$52.9K -588 -5%
VAG
1494
VisionPoint Advisory Group
Texas
$875K -$46.7K -519 -5%
TCWA
1495
Turtle Creek Wealth Advisors
Texas
$873K +$23.5K +261 +3%
EP
1496
Edgestream Partners
New Jersey
$873K +$430K +4,776 +81%
PFS
1497
Physicians Financial Services
North Carolina
$871K -$18K -200 -2%
RS
1498
R Squared
Hong Kong
$870K +$959K +10,651 New
RMP
1499
Richards, Merrill & Peterson
Washington
$866K +$191K +2,126 +25%
LA
1500
LVW Advisors
New York
$857K -$102K -1,130 -10%
58 59
60
61 62