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CAP WRLD GRW&INC
CAP WRLD GRW&INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 8 Institutional holders with a total value of $1,571,427.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AlphaMark Advisors, LLC 97 4,000 0.25%
2 HIGH POINT BANK & TRUST CO 126 5,000 0.32%
3 REILLY FINANCIAL ADVISORS, LLC 2,928 125,000 7.95%
4 TELEMUS CAPITAL, LLC 5,568 237,000 15.08%
5 CATAWBA CAPITAL MANAGEMENT /VA 5,855 250,000 15.91%
6 OUTFITTER ADVISORS, LTD. 5,965 254,000 16.16%
7 First American Bank 7,536 321,000 20.43%
8 CT Financial Advisors LLC 8,803 375,427 23.89%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.