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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1001
Cornercap Investment Counsel
Georgia
$2.8M +$222K +3,647 +9%
CCMD
1002
Cypress Capital Management (Delaware)
Delaware
$2.78M +$33.4K +550 +1%
AT
1003
Arden Trust
Delaware
$2.78M -$104K -1,713 -4%
P
1004
&Partners
Tennessee
$2.78M +$189K +3,100 +7%
IWM
1005
IHT Wealth Management
Illinois
$2.77M +$129K +2,127 +5%
VAS
1006
Vestmark Advisory Solutions
Massachusetts
$2.77M -$94.7K -1,558 -3%
CCIA
1007
Cherry Creek Investment Advisors
Colorado
$2.76M +$108K +1,780 +4%
TCA
1008
Transcend Capital Advisors
New Jersey
$2.76M +$166K +2,726 +7%
AUB
1009
Atlantic Union Bankshares
Virginia
$2.76M +$22.7K +374 +0.8%
BRWM
1010
B. Riley Wealth Management
Tennessee
$2.75M +$97.4K +1,601 +4%
RWA
1011
Ropes Wealth Advisors
Massachusetts
$2.75M -$199K -3,279 -7%
SHFA
1012
SS&H Financial Advisors
Michigan
$2.74M +$2.69M +44,250 New
TC
1013
Telemus Capital
Michigan
$2.74M +$106K +1,737 +4%
RIA
1014
Realta Investment Advisors
Delaware
$2.73M +$288K +4,728 +12%
FPB
1015
First PREMIER Bank
South Dakota
$2.72M – – –
BBA
1016
BLB&B Advisors
Pennsylvania
$2.72M -$183K -3,002 -6%
WP
1017
WMS Partners
Maryland
$2.72M +$2.92K +48 +0.1%
CHJWM
1018
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.72M +$61 +1 +0%
PCM
1019
Parsons Capital Management
Rhode Island
$2.71M +$1.6M +26,342 +151%
BMCM
1020
Bryn Mawr Capital Management
Pennsylvania
$2.71M +$1.72M +28,303 +183%
TSS
1021
Two Sigma Securities
New York
$2.71M +$2.66M +43,744 New
FWTB
1022
First Western Trust Bank
Colorado
$2.68M +$2.62M +43,120 New
PWM
1023
Perigon Wealth Management
California
$2.68M +$83.5K +1,373 +3%
BS
1024
Boenning & Scattergood
Pennsylvania
$2.67M +$10.3K +169 +0.4%
SFP
1025
Shepherd Financial Partners
Massachusetts
$2.67M +$116K +1,909 +5%
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