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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1301
WealthPoint Financial
North Carolina
$559K +$540K +5,975 New
FBT
1302
First Bankers Trust
Kentucky
$559K – – –
WHAM
1303
Windmill Hill Asset Management
United Kingdom
$559K – – –
GAG
1304
GM Advisory Group
New York
$557K +$181 +2 +0%
WCM
1305
Winthrop Capital Management
Indiana
$556K -$22K -243 -4%
CC
1306
Cadinha & Co
Hawaii
$555K – – –
DWM
1307
Drive Wealth Management
Utah
$553K -$107K -1,188 -17%
TFA
1308
Tranquilli Financial Advisor
New Jersey
$553K -$7.42K -82 -1%
E
1309
Evansbrook
Illinois
$552K +$533K +5,894 New
WA
1310
Waddell & Associates
Tennessee
$551K +$136K +1,507 +34%
SLC
1311
Second Line Capital
Louisiana
$548K +$9.13K +101 +2%
PAMG
1312
Patton Albertson Miller Group
Tennessee
$548K -$10.9K -120 -2%
BAM
1313
Brave Asset Management
New Jersey
$547K +$19.3K +213 +4%
MYLI
1314
Meiji Yasuda Life Insurance
Japan
$547K -$50.8K -562 -9%
FCM
1315
Fourpath Capital Management
Oklahoma
$543K +$90 +1 +0%
UB
1316
Umpqua Bank
Oregon
$543K -$18.4K -204 -3%
CCC
1317
Compass Capital Corp
Massachusetts
$543K – – –
FMP
1318
Financial Management Professionals
Texas
$542K -$39.7K -439 -7%
POIA
1319
Pin Oak Investment Advisors
Texas
$540K -$5.7K -63 -1%
CCFCSB
1320
Cape Cod Five Cents Savings Bank
Massachusetts
$538K – – –
CJ
1321
Caitlin John
Michigan
$538K +$442K +4,886 +568%
GWM
1322
Gilpin Wealth Management
Colorado
$538K +$520K +5,745 New
KFS
1323
Keynote Financial Services
Connecticut
$537K +$86.3K +954 +20%
RCM
1324
Raleigh Capital Management
North Carolina
$537K -$5.16K -57 -1%
LC
1325
Lawood & Co
Pennsylvania
$536K +$518K +5,730 New
51 52
53
54 55