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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1201
McIlrath & Eck
Washington
$14K -$41.1K -7,000 -74%
HL
1202
Harding Loevner
New Jersey
$14K – – –
RWP
1203
RWA Wealth Partners
Massachusetts
$14K +$14.1K +2,400 New
AIM
1204
Assured Investment Management
New York
$12K -$2.99M -508,720 -100%
FPS
1205
Fieldpoint Private Securities
Connecticut
$12K – – –
HIM
1206
Hillsdale Investment Management
Ontario, Canada
$12K – – –
NCM
1207
Nelson Capital Management
California
$12K – – –
WCM
1208
Wealthcare Capital Management
Virginia
$12K +$11.7K +2,000 New
WWM
1209
Willingdon Wealth Management
North Carolina
$12K +$11.7K +2,000 New
GI
1210
GS Investments
Minnesota
$11.6K – – –
RWM
1211
Raffa Wealth Management
District of Columbia
$9.73K +$9.87K +1,680 New
ML
1212
McAdam LLC
Pennsylvania
$9K +$9.16K +1,560 New
IIC
1213
Integrated Investment Consultants
Michigan
$8K +$8.46K +1,440 New
WB
1214
Webster Bank
Connecticut
$7K -$34.5K -5,880 -83%
SWMG
1215
Signature Wealth Management Group
Georgia
$7K – – –
VCM
1216
Virtue Capital Management
Tennessee
$7K +$7.05K +1,200 New
AGA
1217
Accuvest Global Advisors
Utah
$6K -$470 -80 -7%
BDWM
1218
Brewin Dolphin Wealth Management
Ireland
$5.09K – – –
AOWM
1219
Alpha Omega Wealth Management
Virginia
$5K – – –
FA
1220
Fagan Associates
New York
$4.51K -$213K -36,200 -4%
AC
1221
Avestar Capital
New York
$4K +$2.35K +400 +83%
CCM
1222
Cribstone Capital Management
Maine
$4K +$3.29K +560 +280%
MIM
1223
Macroview Investment Management
Maryland
$4K +$3.76K +640 New
DBT
1224
Dubuque Bank & Trust
Iowa
$3K +$2.58K +440 New
SFM
1225
Signet Financial Management
New Jersey
$3K +$3.06K +520 New
47 48
49
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