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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
Raffa Wealth Management
District of Columbia
$347K +$3.62K +75 +1%
I
1027
IberiaBank
Louisiana
$346K -$67.4K -1,394 -17%
ACP
1028
Aveo Capital Partners
Colorado
$346K -$30.4K -629 -8%
SFG
1029
SNS Financial Group
Minnesota
$346K +$51.8K +1,071 +18%
PCA
1030
Peddock Capital Advisors
Massachusetts
$345K +$37.5K +777 +13%
FAB
1031
First American Bank
Illinois
$343K – – –
WI
1032
Wintrust Investments
Illinois
$343K +$332K +6,875 New
SCM
1033
Sterling Capital Management
North Carolina
$342K +$10.3K +213 +3%
HH
1034
Hilltop Holdings
Texas
$341K -$42.7K -884 -11%
OC
1035
Oakworth Capital
Alabama
$341K -$21.4K -442 -6%
PG
1036
Patten Group
Tennessee
$341K -$1.35K -28 -0.4%
ZF
1037
Zhang Financial
Michigan
$340K -$211K -4,357 -42%
BIAS
1038
Beacon Investment Advisory Services
New Jersey
$340K – – –
AGM
1039
Alpine Global Management
New York
$340K +$330K +6,821 New
DIA
1040
Davidson Investment Advisors
Montana
$338K +$48.3K +1,000 +17%
CAM
1041
CMT Asset Management
Illinois
$337K +$327K +6,759 New
TYCC
1042
Texas Yale Capital Corp
Florida
$335K -$131K -2,709 -29%
HB
1043
Homrich & Berg
Georgia
$334K +$12.1K +250 +4%
PIM
1044
Provident Investment Management
Michigan
$333K – – –
BIM
1045
Bridgecreek Investment Management
Oklahoma
$332K – – –
OIA
1046
Optimum Investment Advisors
Illinois
$331K -$4.3K -89 -1%
SWM
1047
SVA Wealth Management
Wisconsin
$329K -$192K -3,977 -38%
LPC
1048
Loeb Partners Corp
New York
$329K – – –
PMG
1049
ProVise Management Group
Florida
$326K +$97 +2 +0%
SCP
1050
Seizert Capital Partners
Michigan
$325K -$37.4K -773 -11%
40 41
42
43 44