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Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
1301
Foster Victor Wealth Advisors
South Carolina
$879K +$380K +1,614 +90%
AA
1302
Ancora Advisors
Ohio
$877K +$46.6K +198 +6%
OGF
1303
Orin Green Financial
California
$875K +$2.12K +9 +0.3%
CWM
1304
Chesapeake Wealth Management
Virginia
$872K – – –
GBA
1305
Garrison Bradford & Associates
New York
$872K – – –
AIM
1306
Anchor Investment Management
South Carolina
$870K +$48K +204 +6%
AIA
1307
Affinity Investment Advisors
California
$870K -$39.5K -168 -5%
ST
1308
Spinnaker Trust
Maine
$870K +$35.3K +150 +5%
DOA
1309
D'Orazio & Associates
Virginia
$869K +$50.1K +213 +7%
WDG
1310
Wealth Dimensions Group
Ohio
$866K +$11.3K +48 +1%
EWA
1311
Encompass Wealth Advisors
Oregon
$865K – – –
LWP
1312
Lumature Wealth Partners
Georgia
$862K +$6.36K +27 +0.8%
WI
1313
WrapManager Inc
California
$862K +$105K +447 +15%
CCT
1314
Country Club Trust
Missouri
$862K +$192K +816 +33%
TC
1315
Telemus Capital
Michigan
$861K -$926K -3,933 -54%
SIM
1316
Sonora Investment Management
Arizona
$857K +$58.6K +249 +8%
OWA
1317
Octavia Wealth Advisors
Ohio
$857K +$118K +501 +18%
AAS
1318
Annex Advisory Services
Wisconsin
$852K -$21.9K -93 -3%
RWI
1319
Red Wave Investments
Pennsylvania
$846K – – –
SIG
1320
Sargent Investment Group
Maryland
$845K -$18.4K -78 -2%
KFP
1321
KMG Fiduciary Partners
Ohio
$841K +$24K +102 +3%
OAC
1322
OMERS Administration Corp
Ontario, Canada
$839K – – –
NIM
1323
NXG Investment Management
Texas
$839K +$371K +1,575 +94%
AIM
1324
Acropolis Investment Management
Missouri
$837K +$6.36K +27 +0.8%
FAM
1325
Flaharty Asset Management
Florida
$834K -$131K -558 -15%
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