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Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
3001
Duncan Williams Asset Management
Tennessee
$6.84M -$546K -1,292 -8%
MA
3002
Modus Advisors
Minnesota
$6.84M +$43.9K +104 +0.7%
WHCI
3003
W.H. Cornerstone Investments
Massachusetts
$6.84M +$32.5K +77 +0.5%
SG
3004
Somerset Group
Minnesota
$6.84M +$185K +437 +3%
CB
3005
Centennial Bank
Arkansas
$6.83M -$26.6K -63 -0.4%
RCM
3006
Regency Capital Management
Hawaii
$6.83M +$86.6K +205 +1%
HFS
3007
HBC Financial Services
Washington
$6.83M -$62.9K -149 -0.9%
PD
3008
Point72 (DIFC)
United Arab Emirates
$6.82M +$6.45M +15,269 New
CWM
3009
Centric Wealth Management
Illinois
$6.82M +$22.8K +54 +0.3%
1WM
3010
1858 Wealth Management
Ohio
$6.82M +$63.3K +150 +1%
CF
3011
Concorde Financial
Texas
$6.81M +$5.21M +12,333 +425%
RLIM
3012
Red Lighthouse Investment Management
New York
$6.8M +$2.11K +5 +0%
WAM
3013
Werlinich Asset Management
Connecticut
$6.79M – – –
WWC
3014
Waypoint Wealth Counsel
Georgia
$6.79M +$57K +135 +0.9%
WAL
3015
W Advisors LLC
Tennessee
$6.79M +$6.76K +16 +0.1%
WIM
3016
Wittenberg Investment Management
Massachusetts
$6.79M – – –
VIP
3017
Vista Investment Partners
Oklahoma
$6.79M -$250K -591 -4%
GGA
3018
Granite Group Advisors
Connecticut
$6.78M -$85.3K -202 -1%
OL
3019
Owen LaRue
Kentucky
$6.77M -$883K -2,090 -12%
IAMOG
3020
Investors Asset Management of Georgia
Georgia
$6.77M -$106K -250 -2%
QPWM
3021
Quadrant Private Wealth Management
Pennsylvania
$6.76M -$3.25M -7,688 -34%
SFS
3022
Stiles Financial Services
Minnesota
$6.76M +$76K +180 +1%
SA
3023
Shilanski & Associates
Alaska
$6.76M -$21.1K -50 -0.3%
GCA
3024
Gradient Capital Advisors
California
$6.76M -$63.3K -150 -1%
HFBOT
3025
Home Federal Bank of Tennessee
Tennessee
$6.76M +$42.2K +100 +0.7%
119 120
121
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