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Name Holding Trade Value Shares
Change
Change in
Stake
ROTUOC
1776
Regents of the University of California
California
$690K
WEG
1777
World Equity Group
Illinois
$690K -$71.9K -1,823 -10%
MWM
1778
Modera Wealth Management
New Jersey
$685K -$66.1K -1,675 -9%
LMKC
1779
L.M. Kohn & Company
Ohio
$683K +$23.9K +606 +4%
PB
1780
Pinnacle Bancorp
Nebraska
$683K +$1.93K +49 +0.3%
FNT
1781
First Nebraska Trust
Nebraska
$682K +$14.6K +370 +2%
WMSA
1782
Weiss Multi-Strategy Advisers
New York
$681K -$13.3M -338,233 -95%
AIC
1783
Archer Investment Corporation
Indiana
$681K -$49.5K -1,256 -6%
WAG
1784
Wallace Advisory Group
California
$680K +$224K +5,684 +48%
SEP
1785
Southland Equity Partners
Missouri
$680K +$19.6K +497 +3%
LCGC
1786
Legacy Capital Group California
California
$678K +$688K +17,440 New
WCM
1787
Washington Capital Management
Washington
$677K
BHIA
1788
Birch Hill Investment Advisors
Massachusetts
$676K -$13K -330 -2%
CWA
1789
Canvas Wealth Advisors
Kansas
$675K +$342K +8,670 +99%
GPA
1790
Garrison Point Advisors
California
$673K +$24.6K +624 +4%
SFB
1791
STAR Financial Bank
Indiana
$669K -$21.8K -552 -3%
LA
1792
Lifeworks Advisors
Michigan
$669K +$235K +5,967 +53%
CFA
1793
CWS Financial Advisors
Michigan
$669K +$10.9K +277 +2%
KIG
1794
Kessler Investment Group
Indiana
$668K +$81.6K +2,068 +14%
MWA
1795
Meridian Wealth Advisors
Texas
$668K +$10K +254 +2%
BLC
1796
Brown, Lisle/Cummings
Rhode Island
$667K -$69.7K -1,767 -9%
LNB
1797
Ledyard National Bank
$666K -$137K -3,463 -17%
WA
1798
WBH Advisory
Maryland
$664K +$674K +17,079 New
MLL
1799
Moody Lynn & Lieberson
Massachusetts
$664K +$83.1K +2,108 +14%
AIA
1800
Angeles Investment Advisors
California
$664K +$305K +7,736 +83%