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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1301
Nelson Capital Management
California
$11K +$497 +120 +5%
AOWM
1302
Alpha Omega Wealth Management
Virginia
$10K -$4.97K -1,200 -33%
BL
1303
Balentine LLC
Georgia
$10K +$3.81K +920 +62%
EIP
1304
Ellis Investment Partners
Pennsylvania
$10K +$9.95K +2,400 New
RCWMU
1305
Rothschild & Co Wealth Management (UK)
United Kingdom
$10K +$10.4K +2,520 New
TA
1306
TCG Advisors
Texas
$9K -$24K -5,800 -73%
AA
1307
AlphaMark Advisors
Kentucky
$9K – – –
PG
1308
Proffitt & Goodson
Tennessee
$9K – – –
MIM
1309
Macroview Investment Management
Maryland
$9K +$6.96K +1,680 +280%
MFT
1310
Moisand Fitzgerald Tamayo
Florida
$9K +$9.12K +2,200 New
SBL
1311
Sargent Bickham Lagudis
Colorado
$9K +$9.12K +2,200 +5,500%
H
1312
Hexavest
Quebec, Canada
$9K +$9.28K +2,240 New
AIM
1313
Anchor Investment Management
South Carolina
$8.21K – – –
IRC
1314
Investors Research Corp
Georgia
$8K – – –
NSB
1315
Norway Savings Bank
Maine
$8K – – –
GI
1316
GS Investments
Minnesota
$5.75K – – –
BDWM
1317
Brewin Dolphin Wealth Management
Ireland
$5.25K – – –
MAM
1318
Marquette Asset Management
Minnesota
$5K -$8.79K -2,120 -64%
SA
1319
SRH Advisors
Kansas
$5K +$3.31K +800 +200%
PC
1320
Permanens Capital
New York
$5K +$5.14K +1,240 New
NCM
1321
New Capital Management
Texas
$4K – – –
FEG
1322
Financial Enhancement Group
Indiana
$3K -$96.1K -23,200 -97%
SWP
1323
Strategic Wealth Partners
Ohio
$3K -$41.4K -10,000 -93%
CFA
1324
Camarda Financial Advisors
Florida
$3K -$17.2K -4,160 -85%
TCA
1325
Tortoise Capital Advisors
Kansas
$3K – – –
51 52
53
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