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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1301
CIM Investment Management
Pennsylvania
$2.37M -$242K -1,275 -9%
GVAG
1302
Great Valley Advisor Group
Delaware
$2.36M -$60.8K -320 -2%
XWM
1303
Xcel Wealth Management
Florida
$2.35M +$266K +1,400 +12%
SFP
1304
Shepherd Financial Partners
Massachusetts
$2.34M -$37.3K -196 -1%
PTB
1305
Pioneer Trust Bank
Oregon
$2.34M -$359K -1,890 -13%
ZB
1306
Zions Bancorporation
Utah
$2.34M +$99.2K +522 +4%
WEC
1307
Winslow Evans & Crocker
Massachusetts
$2.32M -$88.6K -466 -3%
VAG
1308
VisionPoint Advisory Group
Texas
$2.32M +$152K +800 +7%
AIM
1309
Axiom Investment Management
New York
$2.31M -$4.75M -24,969 -66%
HH
1310
Hilltop Holdings
Texas
$2.31M +$717K +3,772 +41%
AWM
1311
Altium Wealth Management
New York
$2.31M +$223K +1,172 +10%
WAS
1312
WESPAC Advisors SoCal
California
$2.3M -$94.3K -496 -4%
FFG
1313
Fortem Financial Group
California
$2.3M +$1.32M +6,948 +117%
PAMG
1314
Patton Albertson Miller Group
Tennessee
$2.28M -$55.5K -292 -2%
IUHSA
1315
Itau Unibanco Holding S.A.
Brazil
$2.28M -$1.81M -9,520 -44%
MIM
1316
Marco Investment Management
Georgia
$2.28M +$63.7K +335 +3%
TRAM
1317
Tuscan Ridge Asset Management
Illinois
$2.27M +$689K +3,626 +40%
GIA
1318
Granite Investment Advisors
New Hampshire
$2.27M +$52.3K +275 +2%
BHB
1319
Bank Hapoalim BM
Israel
$2.27M -$196K -1,032 -7%
MVA
1320
Mount Vernon Associates
Maryland
$2.27M -$38K -200 -2%
EWM
1321
Evercore Wealth Management
New York
$2.27M -$116K -608 -5%
TPA
1322
Trivium Point Advisory
Connecticut
$2.26M -$203K -1,070 -8%
TAM
1323
Tradition Asset Management
Virginia
$2.26M -$438K -2,305 -15%
CCM
1324
Community Capital Management
Florida
$2.25M +$686K +3,611 +40%
CIP
1325
Capital Insight Partners
Arizona
$2.24M -$31.9K -168 -1%
51 52
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