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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1151
VNBTrust National Association
Virginia
$249K – – –
DAC
1152
Dividend Assets Capital
South Carolina
$249K +$229K +4,963 New
CWA
1153
Cypress Wealth Advisors
California
$249K +$229K +4,964 New
SCM
1154
Sterneck Capital Management
Missouri
$247K -$2.58K -56 -1%
CL
1155
CPWM LLC
Washington
$246K -$9.31K -202 -4%
BAS
1156
Brown Advisory Securities
Maryland
$245K -$40.2K -872 -15%
WPW
1157
Waldron Private Wealth
Pennsylvania
$245K -$35K -760 -13%
GRQ
1158
Gardner Russo & Quinn
Pennsylvania
$245K – – –
SCP
1159
Syntal Capital Partners
Texas
$244K +$225K +4,881 New
AP
1160
Appleton Partners
Massachusetts
$243K -$17.3K -375 -7%
TTWM
1161
TCV Trust & Wealth Management
Virginia
$242K -$64.6K -1,400 -22%
LCS
1162
Levin Capital Strategies
New York
$242K – – –
BWM
1163
BerganKDV Wealth Management
Minnesota
$241K -$365K -7,908 -62%
IFB
1164
iAB Financial Bank
Indiana
$241K -$23.1K -500 -9%
NCM
1165
Novare Capital Management
North Carolina
$239K +$4.66K +101 +2%
SWM
1166
Segment Wealth Management
Texas
$238K +$138 +3 +0.1%
GLI
1167
Guardian Life Insurance
New York
$238K +$5.17K +112 +2%
PFGIA
1168
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$217K +4,698 New
WHG
1169
Westwood Holdings Group
Texas
$236K -$17.7K -384 -8%
FCBT
1170
First Citizens Bank & Trust
North Carolina
$235K -$101K -2,200 -32%
EWM
1171
Evermay Wealth Management
Virginia
$235K +$46 +1 +0%
AAM
1172
Autus Asset Management
Arizona
$234K – – –
TIA
1173
Tiemann Investment Advisors
California
$234K – – –
TAM
1174
Trillium Asset Management
Massachusetts
$234K – – –
NME
1175
Notis-McConarty Edward
$232K -$922 -20 -0.4%
45 46
47
48 49