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Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
1851
Regents of the University of California
California
$900K – – –
TSS
1852
Two Sigma Securities
New York
$897K -$1.95M -38,516 -69%
AWM
1853
AllSquare Wealth Management
New York
$897K -$48.9K -966 -5%
MCM
1854
Manchester Capital Management
Vermont
$897K +$373K +7,372 +72%
CAM
1855
Cozad Asset Management
Illinois
$896K +$93.3K +1,844 +12%
OBWG
1856
Onyx Bridge Wealth Group
New York
$895K -$80.4K -1,589 -7%
BWP
1857
BSW Wealth Partners
Colorado
$895K +$75.5K +1,492 +9%
WCG
1858
Weaver Consulting Group
California
$894K +$65.7K +1,299 +8%
KCFA
1859
Key Client Fiduciary Advisors
New Jersey
$892K +$45.2K +893 +5%
GCMG
1860
Gyroscope Capital Management Group
Florida
$892K +$60.2K +1,190 +7%
5L
1861
55I LLC
Massachusetts
$892K +$150K +2,969 +20%
ESB
1862
Essex Savings Bank
Connecticut
$891K -$22.4K -442 -2%
EL
1863
ERN LLC
Delaware
$888K +$885K +17,500 New
RB
1864
Renasant Bank
Mississippi
$887K +$112K +2,211 +14%
TWP
1865
Tempus Wealth Planning
California
$886K – – –
PCM
1866
Perkins Capital Management
Minnesota
$884K – – –
GPA
1867
Garrison Point Advisors
California
$883K -$6.42K -127 -0.7%
CWM
1868
Circle Wealth Management
New Jersey
$882K -$913K -18,057 -51%
WFI
1869
West Family Investments
California
$879K -$458K -9,057 -34%
FA
1870
Financial Advisors
Massachusetts
$879K -$13.1K -259 -1%
SCI
1871
Stableford Capital II
Arizona
$878K -$1.11M -22,008 -53%
AA
1872
Aire Advisors
California
$876K -$4.5K -89 -0.5%
APA
1873
Astoria Portfolio Advisors
New York
$876K +$354K +7,008 +68%
PL
1874
Plancorp LLC
Missouri
$875K +$29.7K +587 +4%
HGERS
1875
Householder Group Estate & Retirement Specialist
Arizona
$873K -$110K -2,169 -11%
73 74
75
76 77