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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2576
NewSquare Capital
Pennsylvania
$13.1M +$965K +3,374 +8%
FA
2577
Fountainhead AM
New Jersey
$13.1M +$4.07M +14,215 +46%
VCM
2578
Virtue Capital Management
Tennessee
$13.1M +$722K +2,524 +6%
SAM
2579
Stansberry Asset Management
Texas
$13.1M +$171K +598 +1%
AIA
2580
Arbor Investment Advisors
North Carolina
$13M +$7.52M +26,283 +140%
SCM
2581
Sitrin Capital Management
California
$13M -$102K -358 -0.8%
AAP
2582
Ardsley Advisory Partners
Connecticut
$13M +$12.9M +45,000 New
HH
2583
HWG Holdings
Texas
$13M +$7.02M +24,552 +121%
OPTFSNA
2584
Old Point Trust & Financial Services N A
Virginia
$13M -$31.2K -109 -0.2%
VW
2585
Vance Wealth
California
$12.9M +$170K +595 +1%
LCM
2586
LCM Capital Management
Illinois
$12.9M +$149K +521 +1%
PMFA
2587
Plante Moran Financial Advisors
Michigan
$12.9M -$1.25M -4,357 -9%
OL
2588
Owen LaRue
Kentucky
$12.9M -$727K -2,542 -5%
OCM
2589
Orion Capital Management
California
$12.9M -$88.7K -310 -0.7%
NONA
2590
Ninety One North America
New York
$12.9M – – –
RFN
2591
RDA Financial Network
Iowa
$12.8M -$399K -1,394 -3%
WFI
2592
West Family Investments
California
$12.8M +$642K +2,245 +5%
FHWM
2593
Fox Hill Wealth Management
Massachusetts
$12.8M +$644K +2,253 +5%
DMC
2594
Drexel Morgan & Co
Pennsylvania
$12.8M – – –
BFS
2595
BridgePort Financial Solutions
Iowa
$12.8M -$301K -1,054 -2%
MCA
2596
Maryland Capital Advisors
Maryland
$12.8M +$12.7M +44,262 New
MSS
2597
Mitchell Sinkler & Starr
Pennsylvania
$12.8M -$519K -1,815 -4%
YWM
2598
Yoder Wealth Management
California
$12.8M -$169K -591 -1%
WAM
2599
WealthCare Asset Management
Missouri
$12.8M +$7.22M +25,241 +133%
CWM
2600
Chesapeake Wealth Management
Virginia
$12.8M -$112K -390 -0.9%
102 103
104
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