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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1026
Endurance Wealth Management
Rhode Island
$323K
WP
1027
WMS Partners
Maryland
$322K -$69.9K -18,000 -20%
BKA
1028
Brick & Kyle Associates
Pennsylvania
$322K +$278K +71,720 New
DAM
1029
Delta Asset Management
Tennessee
$321K +$96.6K +24,880 +53%
C
1030
Cerebellum
California
$321K +$278K +71,600 New
MC
1031
Miles Capital
Iowa
$320K -$4.19K -1,080 -1%
NEIRG
1032
New England Investment & Retirement Group
Massachusetts
$319K -$776 -200 -0.3%
MWP
1033
MYCIO Wealth Partners
Pennsylvania
$316K -$58.2K -15,000 -18%
VHAM
1034
Van Hulzen Asset Management
California
$315K -$331K -85,240 -55%
CIM
1035
Confluence Investment Management
Missouri
$315K +$272K +70,120 New
GLI
1036
Guardian Life Insurance
New York
$314K +$4.19K +1,080 +2%
HI
1037
Handelsinvest Investeringsforvaltning
Denmark
$313K
CIA
1038
Capital Investment Advisors
Georgia
$311K -$11.3K -2,920 -4%
NB
1039
Nicolet Bankshares
Wisconsin
$310K
CPIA
1040
Cornell Pochily Investment Advisors
New York
$307K -$152K -39,200 -36%
IF
1041
IRON Financial
Illinois
$307K +$265K +68,320 New
UBG
1042
United Bank (Georgia)
Georgia
$307K +$265K +68,360 New
BPA
1043
Beacon Pointe Advisors
California
$306K +$23.9K +6,160 +10%
AAIM
1044
Asset Advisors Investment Management
Georgia
$305K -$31K -8,000 -11%
CCM
1045
Community Capital Management
Florida
$305K
EWM
1046
Evercore Wealth Management
New York
$305K +$264K +67,960 New
LOAMS
1047
Lombard Odier Asset Management (Switzerland)
Switzerland
$304K
MCM
1048
Manchester Capital Management
Vermont
$301K +$7.92K +2,040 +3%
PFS
1049
Physicians Financial Services
North Carolina
$301K +$260K +67,000 New
KF
1050
Krilogy Financial
Missouri
$299K +$258K +66,520 New