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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
801
Evermay Wealth Management
Virginia
$207K – – –
WOC
802
West Oak Capital
California
$205K – – –
RA
803
RFG Advisory
Alabama
$203K -$12.5K -79 -6%
FTC
804
Farmers Trust Company
Ohio
$203K -$7.59K -48 -3%
SP
805
Successful Portfolios
Florida
$203K -$4.74K -30 -2%
TPA
806
Trivium Point Advisory
Connecticut
$203K -$2.85K -18 -1%
BBI
807
Baxter Bros Inc
Connecticut
$202K – – –
EB
808
Eastern Bank
Massachusetts
$202K – – –
NSB
809
Norway Savings Bank
Maine
$199K -$5.53K -35 -3%
SFFS
810
Stonehage Fleming Financial Services
Jersey
$194K -$129K -819 -39%
M
811
MOTCO
Texas
$194K +$14.9K +94 +8%
TIA
812
Tiemann Investment Advisors
California
$192K -$6.17K -39 -3%
FWM
813
Focused Wealth Management
New York
$191K +$134K +850 +210%
SIC
814
Salem Investment Counselors
North Carolina
$186K – – –
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$186K +$194K +1,226 New
MMG
816
Monetary Management Group
Missouri
$182K – – –
FCB
817
First Command Bank
Texas
$181K – – –
FCFS
818
First Command Financial Services
Texas
$181K – – –
AIL
819
AGF Investments LLC
Ontario, Canada
$175K -$173K -1,092 -49%
PO
820
Private Ocean
California
$172K – – –
PA
821
Parallel Advisors
California
$171K +$14.9K +94 +9%
NCM
822
Northstar Capital Management
New York
$164K -$30.7K -194 -15%
CG
823
Cutler Group
California
$159K -$477K -3,019 -74%
RIA
824
Realta Investment Advisors
Delaware
$156K +$4.11K +26 +3%
AF
825
Advisornet Financial
Minnesota
$152K -$43.9K -278 -22%