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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1051
Delta Asset Management
Tennessee
$293K – – –
WA
1052
Waverly Advisors
Alabama
$291K +$27.9K +6,720 +10%
MWP
1053
MYCIO Wealth Partners
Pennsylvania
$289K – – –
CIA
1054
Capital Investment Advisors
Georgia
$289K +$3.81K +920 +1%
CIM
1055
Confluence Investment Management
Missouri
$288K – – –
GLI
1056
Guardian Life Insurance
New York
$287K – – –
HI
1057
Handelsinvest Investeringsforvaltning
Denmark
$286K – – –
ECM
1058
Evergreen Capital Management
Washington
$286K +$67.5K +16,280 +31%
AFP
1059
Ausdal Financial Partners
Iowa
$284K -$274K -66,080 -51%
ACS
1060
Archford Capital Strategies
Illinois
$283K -$61K -14,720 -18%
NB
1061
Nicolet Bankshares
Wisconsin
$283K – – –
UBG
1062
United Bank (Georgia)
Georgia
$282K +$995 +240 +0.4%
BOPW
1063
Brandywine Oak Private Wealth
Pennsylvania
$281K +$14.1K +3,400 +5%
AAIM
1064
Asset Advisors Investment Management
Georgia
$279K – – –
CCM
1065
Community Capital Management
Florida
$279K – – –
LOAMS
1066
Lombard Odier Asset Management (Switzerland)
Switzerland
$278K – – –
SG
1067
StoneX Group
New York
$276K +$19.6K +4,720 +8%
OAM
1068
Oak Asset Management
California
$276K +$267K +64,360 New
SWA
1069
SFMG Wealth Advisors
Texas
$275K -$14.6K -3,520 -5%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$274K -$214K -51,640 -44%
PAS
1071
Partnervest Advisory Services
California
$274K -$169K -40,720 -38%
FIM
1072
Fernwood Investment Management
Massachusetts
$274K +$49.7K +12,000 +22%
CFS
1073
CRA Financial Services
New Jersey
$273K +$46.4K +11,200 +20%
CHC
1074
City Holding Co
West Virginia
$271K +$166K +40,000 +154%
QT
1075
Quantbot Technologies
New York
$271K +$274K +66,160 New
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