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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1726
WESPAC Advisors
California
$1M +$796K +14,142 +352%
UC
1727
Unio Capital
New Jersey
$998K +$2.53K +45 +0.2%
DTC
1728
Davidson Trust Company
Washington
$997K +$72.9K +1,296 +8%
CAS
1729
Cascadia Advisory Services
Oregon
$997K +$1.02M +18,090 New
EGA
1730
E&G Advisors
Texas
$995K +$107K +1,900 +12%
KBG
1731
Kahn Brothers Group
New York
$993K – – –
VFPI
1732
Vantage Financial Partners (Illinois)
Illinois
$992K +$16.9K +301 +2%
BWM
1733
BCS Wealth Management
Tennessee
$991K +$36.7K +652 +4%
VC
1734
Vicus Capital
Pennsylvania
$988K +$99K +1,760 +11%
RPC
1735
Rossmore Private Capital
Connecticut
$988K +$432K +7,681 +75%
CPA
1736
Clear Perspective Advisors
Illinois
$986K -$28.8K -512 -3%
AWM
1737
Affinity Wealth Management
Delaware
$985K – – –
DDC
1738
DF Dent & Co
Maryland
$979K +$130K +2,306 +15%
ROTUOC
1739
Regents of the University of California
California
$978K – – –
HCIA
1740
Hochman Cole Investment Advisors
Illinois
$970K +$58.6K +1,041 +6%
CIS
1741
Capital International Sarl
California
$968K +$146K +2,600 +17%
APWA
1742
Atlas Private Wealth Advisors
New Jersey
$968K +$988K +17,555 New
RCA
1743
Resonant Capital Advisors
Wisconsin
$966K -$259K -4,599 -21%
HAM
1744
Hammer Asset Management
California
$965K -$110K -1,950 -10%
PAS
1745
Partnervest Advisory Services
California
$963K +$137K +2,438 +16%
EM
1746
ELCO Management
New York
$958K -$788 -14 -0.1%
CFA
1747
CWS Financial Advisors
Michigan
$956K -$21K -374 -2%
AWA
1748
Arkadios Wealth Advisors
Georgia
$950K +$124K +2,206 +15%
IIA
1749
ICW Investment Advisors
Arizona
$947K +$12.8K +227 +1%
FL
1750
Fort LP
Maryland
$946K -$1.64M -29,212 -63%
68 69
70
71 72