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Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1101
WESCAP Management Group
California
$490K – – –
GI
1102
Gradient Investments
Minnesota
$489K -$17K -68 -4%
GC
1103
Garde Capital
Washington
$489K +$27.5K +110 +7%
PIM
1104
Profit Investment Management
Maryland
$488K – – –
CC
1105
Chicago Capital
Illinois
$487K -$2.75K -11 -0.7%
WG
1106
Wealth Group
North Carolina
$487K +$420K +1,680 New
CI
1107
Conning Inc
Connecticut
$487K -$17.5K -70 -4%
ALAM
1108
Asahi Life Asset Management
Japan
$487K – – –
WB
1109
Webster Bank
Connecticut
$486K -$50K -200 -11%
KA
1110
Kovack Advisors
Florida
$486K -$19.8K -79 -4%
AWM
1111
Aberdeen Wealth Management
Illinois
$485K – – –
SW
1112
SVB Wealth
Massachusetts
$484K -$33K -132 -7%
WBC
1113
Westpac Banking Corp
Australia
$482K +$93.1K +372 +29%
CCA
1114
Checchi Capital Advisers
California
$481K -$21.3K -85 -5%
RCM
1115
RB Capital Management
Nevada
$481K -$500 -2 -0.1%
GA
1116
Geller Advisors
New York
$479K +$4.25K +17 +1%
TCM
1117
Triumph Capital Management
Colorado
$478K +$427K +1,705 New
SC
1118
SouthState Corp
Florida
$477K -$84.3K -337 -17%
PCM
1119
Pointe Capital Management
Michigan
$476K – – –
HNB
1120
Hilltop National Bank
Wyoming
$476K +$411K +1,643 New
JAG
1121
Journey Advisory Group
Kentucky
$473K -$50K -200 -11%
FCAS
1122
First Command Advisory Services
Texas
$472K -$126K -502 -24%
IP
1123
Intellectus Partners
California
$470K -$144K -574 -26%
IC
1124
Inscription Capital
Texas
$469K +$405K +1,620 New
SCM
1125
Shelton Capital Management
Colorado
$469K -$25K -100 -6%
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