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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3001
Permanent Capital Management
Illinois
$900K -$146K -432 -14%
WCM
3002
Wedge Capital Management
North Carolina
$898K +$39.3K +116 +5%
CCA
3003
Catalyst Capital Advisors
New York
$897K +$103K +303 +13%
LA
3004
Lane & Associates
New Jersey
$897K -$7.11K -21 -0.8%
AA
3005
Addison Advisors
Vermont
$895K -$1.69K -5 -0.2%
DSN
3006
D. Scott Neal
Kentucky
$894K – – –
RFG
3007
RFP Financial Group
Georgia
$892K +$3.04K +9 +0.4%
GC
3008
Garde Capital
Washington
$891K -$17.9K -53 -2%
LAS
3009
LWM Advisory Services
Florida
$890K -$31.1K -92 -3%
WIA
3010
Wealthedge Investment Advisors
New York
$889K -$70K -207 -8%
FI
3011
Financial Insights
Washington
$887K +$8.46K +25 +1%
EL
3012
EWA LLC
Pennsylvania
$887K +$91K +269 +12%
PWA
3013
Primoris Wealth Advisors
Florida
$887K +$5.08K +15 +0.6%
SFC
3014
SYM Financial Corp
Indiana
$886K +$113K +334 +15%
SPW
3015
Sonoma Private Wealth
California
$884K -$3.72K -11 -0.4%
CRIG
3016
Charter Research & Investment Group
Connecticut
$883K – – –
WSWA
3017
Warren Street Wealth Advisors
California
$883K +$41.3K +122 +5%
IWP
3018
Invenio Wealth Partners
Florida
$883K -$32.1K -95 -4%
PFSC
3019
Peoples Financial Services Corp
Pennsylvania
$883K +$5.08K +15 +0.6%
BWM
3020
BlackDiamond Wealth Management
New York
$882K -$9.81K -29 -1%
AFGAS
3021
Allegiance Financial Group Advisory Services
Virginia
$881K -$204K -603 -19%
CPC
3022
Cookson Peirce & Co
Pennsylvania
$876K +$184K +543 +28%
BOTPPF
3023
Board of the Pension Protection Fund
United Kingdom
$876K -$305K -900 -26%
SCA
3024
Sage Capital Advisors
South Dakota
$876K +$15.6K +46 +2%
SWA
3025
Sax Wealth Advisors
New Jersey
$876K +$79.2K +234 +10%
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