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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1001
AdvisorShares Investments
Maryland
$749K +$663K +127,400 New
DWA
1002
Dorsey Wright & Associates
California
$749K +$663K +127,400 New
WB
1003
WesBanco Bank
West Virginia
$746K +$67.8K +13,040 +11%
OC
1004
Oarsman Capital
Wisconsin
$745K +$69.7K +13,400 +12%
AT
1005
Arden Trust
Delaware
$742K +$73.9K +14,200 +13%
CF
1006
Copperwynd Financial
Arizona
$741K +$29.3K +5,640 +5%
PP
1007
Patten & Patten
Tennessee
$736K -$22.9K -4,400 -3%
MWM
1008
Mission Wealth Management
California
$736K +$138K +26,560 +27%
PPW
1009
Parcion Private Wealth
Washington
$736K +$651K +125,080 New
SCM
1010
Stonebridge Capital Management
California
$734K – – –
CWM
1011
Concentrum Wealth Management
California
$734K +$208 +40 +0%
TC
1012
Truvestments Capital
Florida
$733K +$37.2K +7,160 +6%
CA
1013
Calton & Associates
Florida
$731K +$62.6K +12,040 +11%
ZCA
1014
Zeke Capital Advisors
Pennsylvania
$728K -$10.4K -2,000 -2%
AWA
1015
Arkadios Wealth Advisors
Georgia
$727K +$559K +107,440 New
MSAM
1016
Moloney Securities Asset Management
Missouri
$726K -$16.4K -3,160 -2%
IA
1017
IFP Advisors
Florida
$723K -$133K -25,640 -17%
CG
1018
Carmignac Gestion
France
$719K -$69.4M -13,344,440 -99%
HCM
1019
Highlander Capital Management
New Jersey
$718K +$10.4K +2,000 +2%
CIAS
1020
Capital Investment Advisory Services
North Carolina
$717K +$3.12K +600 +0.5%
EH
1021
Employers Holdings
Nevada
$715K – – –
GPFA
1022
Game Plan Financial Advisors
Ohio
$715K +$632K +121,600 New
LWM
1023
Loveless Wealth Management
Montana
$711K +$626K +120,440 New
MHC
1024
Meyer Handelman Company
New York
$711K +$628K +120,800 New
NSEDCP
1025
NJ State Employees Deferred Compensation Plan
New Jersey
$706K – – –
39 40
41
42 43