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Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1026
Vident Investment Advisory
Georgia
$720K +$100K +1,537 +15%
CCA
1027
Checchi Capital Advisers
California
$714K +$44.6K +684 +6%
NPIT
1028
National Penn Investors Trust
Pennsylvania
$712K -$40.4K -620 -5%
NC
1029
NewSquare Capital
Pennsylvania
$711K +$89K +1,366 +13%
RCAG
1030
Rehmann Capital Advisory Group
Michigan
$700K -$146K -2,236 -16%
PVWM
1031
Point View Wealth Management
New Jersey
$700K -$4.17K -64 -0.6%
NA
1032
Navellier & Associates
Nevada
$700K +$106K +1,626 +17%
OWD
1033
Osborn Williams & Donohoe
Ohio
$691K -$103K -1,586 -11%
PJSIMP
1034
P.J. Schmidt Investment Management (PJS)
Wisconsin
$691K -$20.9K -321 -3%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$688K -$1.28M -19,599 -71%
TTWM
1036
TCV Trust & Wealth Management
Virginia
$685K -$34.2K -525 -4%
CIM
1037
CIM Investment Management
Pennsylvania
$682K – – –
WHG
1038
Westwood Holdings Group
Texas
$681K +$397K +6,085 +120%
WPC
1039
Waters Parkerson & Co
Louisiana
$678K -$456K -7,000 -39%
HB
1040
Homrich & Berg
Georgia
$675K -$105K -1,605 -13%
ZF
1041
Zhang Financial
Michigan
$675K +$326 +5 +0%
SAM
1042
Shamrock Asset Management
Texas
$670K -$130K -1,990 -15%
PHIMC
1043
Private Harbour Investment Management & Counsel
Ohio
$664K -$17.9K -275 -2%
PIA
1044
Peachtree Investment Advisors
Georgia
$658K – – –
SJIM
1045
St. Johns Investment Management
Florida
$658K +$37.8K +580 +6%
W
1046
Wealthfront
California
$652K +$339K +5,207 +96%
EGA
1047
Eagle Global Advisors
Texas
$649K +$195K +3,000 +40%
MCM
1048
Mork Capital Management
California
$645K – – –
NL
1049
NWAM LLC
Washington
$645K +$136K +2,081 +23%
AUB
1050
Atlantic Union Bankshares
Virginia
$641K -$85.5K -1,312 -11%
40 41
42
43 44