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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
2701
Wilkinson Global Asset Management
New York
$508K -$309K -2,193 -38%
MWM
2702
MinichMacGregor Wealth Management
New York
$507K +$78.8K +559 +19%
MCM
2703
Morton Capital Management
California
$507K +$19.3K +137 +4%
JF
2704
Joule Financial
Kentucky
$507K +$35.2K +250 +8%
PSF
2705
Pacific Sun Financial
California
$505K -$29.6K -210 -6%
VAM
2706
Verity Asset Management
North Carolina
$504K -$534K -3,787 -52%
AC
2707
Allstate Corporation
Illinois
$504K -$7.54M -53,507 -94%
RW
2708
RVW Wealth
California
$504K -$423 -3 -0.1%
AGA
2709
Arkos Global Advisors
Texas
$503K +$226K +1,604 +84%
SFG
2710
Sather Financial Group
Texas
$503K +$165K +1,170 +50%
DMC
2711
Drexel Morgan & Co
Pennsylvania
$501K – – –
FC
2712
FCA Corp
Texas
$501K – – –
EIG
2713
Ellenbecker Investment Group
Wisconsin
$501K -$2.82K -20 -0.6%
VP
2714
Verum Partners
North Carolina
$501K +$77.7K +551 +19%
SP
2715
Successful Portfolios
Florida
$501K +$8.88K +63 +2%
KSB
2716
Kennebec Savings Bank
Maine
$499K -$13.7K -97 -3%
RB
2717
Renasant Bank
Mississippi
$498K +$145K +1,032 +42%
TWA
2718
Talisman Wealth Advisors
New Jersey
$498K -$112K -792 -19%
FA
2719
FDx Advisors
Illinois
$498K -$17.1K -121 -3%
CA
2720
Crumly & Associates
Illinois
$498K +$5.5K +39 +1%
HF
2721
Holcombe Financial
Georgia
$497K – – –
VPP
2722
Vertex Planning Partners
Illinois
$496K -$17.3K -123 -3%
SCM
2723
SOL Capital Management
Maryland
$496K – – –
HA
2724
HC Advisors
Georgia
$493K -$40.9K -290 -8%
GEA
2725
Glen Eagle Advisors
New Jersey
$493K -$42.7K -303 -8%
107 108
109
110 111