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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1926
Financial Consulate
Maryland
$324K -$14K -78 -4%
CMTU
1927
Capital Markets Trading (UK)
United Kingdom
$323K +$363K +2,024 New
WPA
1928
West Paces Advisors
Georgia
$323K +$40.8K +227 +13%
SIAS
1929
Shine Investment Advisory Services
Colorado
$321K -$2.51K -14 -0.7%
GCMG
1930
Gyroscope Capital Management Group
Florida
$320K -$370K -2,063 -51%
SFM
1931
Systematic Financial Management
New Jersey
$320K – – –
AAIM
1932
American Assets Investment Management
California
$320K +$359K +2,000 New
BIM
1933
Bridgecreek Investment Management
Oklahoma
$320K +$359K +2,000 New
TGM
1934
Tenzing Global Management
California
$320K +$359K +2,000 New
EWM
1935
Endurance Wealth Management
Rhode Island
$319K -$69.1K -385 -16%
AC
1936
Allstate Corporation
Illinois
$319K +$98K +546 +38%
DWM
1937
Dynasty Wealth Management
Florida
$318K -$321K -1,789 -47%
VCM
1938
Vigilant Capital Management
Maine
$318K +$64.1K +357 +22%
WG
1939
Welch Group
Alabama
$317K -$5.75K -32 -2%
KWMG
1940
King Wealth Management Group
Florida
$315K -$7.36M -40,989 -95%
ANTB
1941
AMG National Trust Bank
Colorado
$314K -$71.8K -400 -17%
TWM
1942
Titus Wealth Management
California
$314K -$46.5K -259 -12%
LIA
1943
LBMC Investment Advisors
Tennessee
$313K -$17.1K -95 -5%
CFA
1944
Carroll Financial Associates
North Carolina
$313K +$28.7K +160 +9%
GFP
1945
Gryphon Financial Partners
Ohio
$312K -$7K -39 -2%
PEA
1946
Pacific Edge Advisors
California
$312K +$350K +1,952 New
PI
1947
PHH Investments
Texas
$311K – – –
FFC
1948
First Financial Corp
Indiana
$310K -$18K -100 -5%
PTC
1949
Provident Trust Company
Wisconsin
$309K – – –
PL
1950
Plancorp LLC
Missouri
$308K -$18K -100 -5%
76 77
78
79 80