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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
1501
Hudson Edge Investment Partners
New Jersey
$567K +$531K +5,445 New
GEA
1502
Glen Eagle Advisors
New Jersey
$567K +$530K +5,436 New
BCP
1503
Berkeley Capital Partners
Georgia
$566K -$477K -4,890 -47%
CAW
1504
Cornerstone Advisors (Washington)
Washington
$566K -$7.21K -74 -1%
WIC
1505
Woodmont Investment Counsel
Tennessee
$566K -$6.83K -70 -1%
CFP
1506
Cornerstone Financial Partners
North Carolina
$551K -$107K -1,101 -17%
FWM
1507
Focused Wealth Management
New York
$549K -$4.78K -49 -0.9%
TDC
1508
Thompson Davis & Co
Virginia
$548K +$74.5K +764 +17%
SFM
1509
Signature Financial Management
Virginia
$547K -$14K -144 -3%
CYG
1510
Clean Yield Group
Vermont
$545K +$33.7K +346 +7%
EWM
1511
Empirical Wealth Management
Washington
$544K +$64.4K +660 +14%
AIM
1512
Aspen Investment Management
Michigan
$543K – – –
SIA
1513
Starfire Investment Advisers
Michigan
$541K – – –
PCM
1514
Pointe Capital Management
Michigan
$541K +$506K +5,194 New
FBFS
1515
First Business Financial Services
Wisconsin
$541K +$15.9K +163 +3%
CCMD
1516
Cypress Capital Management (Delaware)
Delaware
$540K +$505K +5,179 New
MC
1517
Mathes Company
New York
$537K -$24.4K -250 -5%
AC
1518
Alexandria Capital
Virginia
$534K -$381K -3,912 -43%
HH
1519
Hilltop Holdings
Texas
$533K – – –
HCM
1520
Highlander Capital Management
New Jersey
$532K +$293K +3,000 +143%
CCM
1521
Coldstream Capital Management
Washington
$530K +$151K +1,544 +44%
OC
1522
Oarsman Capital
Wisconsin
$528K – – –
ICM
1523
IronBridge Capital Management
Illinois
$526K -$37.5M -384,275 -99%
CGL
1524
Clarius Group LLC
Washington
$526K +$25K +256 +5%
Hudson Bay Capital Management
1525
Hudson Bay Capital Management
Connecticut
$522K -$10.1M -103,400 -95%