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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
2076
United Bank (Georgia)
Georgia
$5.3M +$270K +363 +5%
CCM
2077
Chickasaw Capital Management
Tennessee
$5.29M +$93K +125 +2%
CF
2078
Convergence Financial
Missouri
$5.29M +$214K +287 +4%
BIA
2079
Benchmark Investment Advisors
Illinois
$5.29M +$5.37M +7,213 New
SLC
2080
Second Line Capital
Louisiana
$5.29M -$2.38M -3,192 -31%
PFBT
2081
Parkside Financial Bank & Trust
Missouri
$5.26M +$178K +239 +3%
SFG
2082
Synergy Financial Group
California
$5.25M +$84.8K +114 +2%
BCH
2083
Berkshire Capital Holdings
California
$5.25M -$9M -12,090 -63%
AIC
2084
Archer Investment Corporation
Indiana
$5.25M -$6.7K -9 -0.1%
SCM
2085
Sterneck Capital Management
Missouri
$5.25M -$47.6K -64 -0.9%
IWS
2086
Insight Wealth Strategies
California
$5.25M +$179K +240 +3%
SAM
2087
Strategy Asset Managers
California
$5.24M -$6.86M -9,218 -56%
SA
2088
Strategic Advocates
Utah
$5.24M +$61K +82 +1%
AWCI
2089
Alpine Woods Capital Investors
New York
$5.24M +$49.9K +67 +0.9%
MCC
2090
Malaga Cove Capital
California
$5.22M -$23.8K -32 -0.4%
RF
2091
Robbins Farley
New Hampshire
$5.22M -$180K -242 -3%
GWMIA
2092
Global Wealth Management Investment Advisory
Florida
$5.2M +$528K +709 +11%
PWM
2093
Palacios Wealth Management
Florida
$5.2M +$645K +866 +14%
AIM
2094
Arcadia Investment Management
Michigan
$5.19M +$993K +1,334 +23%
FCM
2095
Firestone Capital Management
Florida
$5.18M -$54.3K -73 -1%
EAM
2096
Empirical Asset Management
Massachusetts
$5.18M +$10.8M +14,454 +197%
SIG
2097
Sargent Investment Group
Maryland
$5.17M +$450K +604 +9%
RFP
2098
Root Financial Partners
California
$5.16M +$638K +857 +14%
KM
2099
KP Management
Minnesota
$5.14M – – –
BFW
2100
Brady Family Wealth
Missouri
$5.13M +$659K +885 +14%
82 83
84
85 86