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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1326
Nelson Capital Management
California
$18K +$3.38K +520 +26%
HL
1327
Harding Loevner
New Jersey
$17K – – –
IGGA
1328
Iron Gate Global Advisors
Utah
$17K +$6.24K +960 +69%
GWA
1329
Guidant Wealth Advisors
Illinois
$16K +$14.8K +2,280 New
ST
1330
Sageworth Trust
Pennsylvania
$15K +$13.5K +2,080 New
SCM
1331
Southport Capital Management
Tennessee
$15K +$13.5K +2,080 New
FPS
1332
Fieldpoint Private Securities
Connecticut
$14K – – –
WWM
1333
Willingdon Wealth Management
North Carolina
$14K +$9.63K +1,480 +308%
MA
1334
MCF Advisors
Kentucky
$14K +$10.1K +1,560 +390%
NC
1335
NewSquare Capital
Pennsylvania
$13K +$10.4K +1,600 +800%
RWM
1336
Raffa Wealth Management
District of Columbia
$11.8K – – –
HIM
1337
Hillsdale Investment Management
Ontario, Canada
$11K -$390K -60,000 -97%
ML
1338
McAdam LLC
Pennsylvania
$11K -$780 -120 -7%
HFM
1339
Hartford Financial Management
Connecticut
$10K +$8.85K +1,360 New
HT
1340
Heritage Trust
Oklahoma
$10K +$9.11K +1,400 New
GI
1341
GS Investments
Minnesota
$9.84K -$1.3K -200 -13%
CWSR
1342
Chessman Wealth Strategies RIA
Texas
$9K +$8.32K +1,280 New
BDWM
1343
Brewin Dolphin Wealth Management
Ireland
$8.99K +$2.6K +400 +45%
TFS
1344
TrustCore Financial Services
Tennessee
$8K -$29.9K -4,600 -79%
TAIM
1345
TD Ameritrade Investment Management
Nebraska
$8K +$5.46K +840 +350%
JFA
1346
JNBA Financial Advisors
Minnesota
$6K -$40.3K -6,200 -89%
AOWM
1347
Alpha Omega Wealth Management
Virginia
$6K – – –
FEG
1348
Financial Enhancement Group
Indiana
$6K – – –
SWMG
1349
Signature Wealth Management Group
Georgia
$6K – – –
BCM
1350
Brasada Capital Management
Texas
$6K +$5.72K +880 New
52 53
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