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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1776
ICW Investment Advisors
Arizona
$690K +$12.5K +318 +2%
MWM
1777
Mattern Wealth Management
Kansas
$690K -$579K -14,694 -45%
ROTUOC
1778
Regents of the University of California
California
$690K – – –
WEG
1779
World Equity Group
Illinois
$690K -$71.9K -1,823 -10%
MWM
1780
Modera Wealth Management
New Jersey
$685K -$66.1K -1,675 -9%
LMKC
1781
L.M. Kohn & Company
Ohio
$683K +$23.9K +606 +4%
PB
1782
Pinnacle Bancorp
Nebraska
$683K +$1.93K +49 +0.3%
FNT
1783
First Nebraska Trust
Nebraska
$682K +$14.6K +370 +2%
WMSA
1784
Weiss Multi-Strategy Advisers
New York
$681K -$13.3M -338,233 -95%
AIC
1785
Archer Investment Corporation
Indiana
$681K -$49.5K -1,256 -6%
WAG
1786
Wallace Advisory Group
California
$680K +$224K +5,684 +48%
SEP
1787
Southland Equity Partners
Missouri
$680K +$19.6K +497 +3%
LCGC
1788
Legacy Capital Group California
California
$678K +$688K +17,440 New
WCM
1789
Washington Capital Management
Washington
$677K – – –
BHIA
1790
Birch Hill Investment Advisors
Massachusetts
$676K -$13K -330 -2%
CWA
1791
Canvas Wealth Advisors
Kansas
$675K +$342K +8,670 +99%
GPA
1792
Garrison Point Advisors
California
$673K +$24.6K +624 +4%
SFB
1793
STAR Financial Bank
Indiana
$669K -$21.8K -552 -3%
LA
1794
Lifeworks Advisors
Michigan
$669K +$235K +5,967 +53%
CFA
1795
CWS Financial Advisors
Michigan
$669K +$10.9K +277 +2%
KIG
1796
Kessler Investment Group
Indiana
$668K +$81.6K +2,068 +14%
MWA
1797
Meridian Wealth Advisors
Texas
$668K +$10K +254 +2%
BLC
1798
Brown, Lisle/Cummings
Rhode Island
$667K -$69.7K -1,767 -9%
LNB
1799
Ledyard National Bank
$666K -$137K -3,463 -17%
WA
1800
WBH Advisory
Maryland
$664K +$674K +17,079 New
70 71
72
73 74