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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1501
Needelman Asset Management
California
$368K – – –
HI
1502
Hendershot Investments
Virginia
$368K +$17K +107 +5%
MCM
1503
MV Capital Management
Maryland
$368K +$382K +2,400 New
TT
1504
Tiedemann Trust
Delaware
$366K +$795 +5 +0.2%
DPI
1505
Diversified Portfolios Inc
Michigan
$366K +$380K +2,388 New
VF
1506
Virtu Financial
New York
$365K +$178K +1,119 +89%
ODCM
1507
Old Dominion Capital Management
Virginia
$363K – – –
AEPG
1508
American Economic Planning Group
New Jersey
$363K +$636 +4 +0.2%
SAM
1509
Security Asset Management
New York
$361K +$374K +2,352 New
ICOA
1510
Investment Centers of America
North Dakota
$358K -$232K -1,461 -38%
AC
1511
Alexandria Capital
Virginia
$357K -$3.34K -21 -0.9%
FRM
1512
Foundation Resource Management
Arkansas
$356K -$16.7K -105 -4%
BKA
1513
Brick & Kyle Associates
Pennsylvania
$356K +$369K +2,321 New
HF
1514
Hoxton Financial
West Virginia
$355K -$168K -1,054 -31%
SEIA
1515
Signature Estate & Investment Advisors
California
$355K -$87.5K -550 -19%
SCP
1516
Seizert Capital Partners
Michigan
$354K -$693K -4,356 -65%
EWM
1517
Edge Wealth Management
New York
$353K -$136K -856 -27%
MA
1518
MCF Advisors
Kentucky
$353K +$1.27K +8 +0.3%
SWM
1519
SVA Wealth Management
Wisconsin
$352K +$50.8K +319 +16%
CWM
1520
Confluence Wealth Management
Oregon
$349K +$159 +1 +0%
HBWM
1521
Hollow Brook Wealth Management
New York
$347K -$35K -220 -9%
TSS
1522
Thomas Story & Son
Indiana
$347K – – –
AWP
1523
Ascent Wealth Partners
New York
$347K +$4.61K +29 +1%
WFG
1524
Windsor Financial Group
Minnesota
$342K – – –
SIA
1525
SeaBridge Investment Advisors
New Jersey
$342K +$23.7K +149 +7%
59 60
61
62 63