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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1201
Cypress Wealth Advisors
California
$247K +$262K +5,154 New
CA
1202
Cambridge Advisors
Nebraska
$246K +$261K +5,130 New
DIS
1203
Diversified Investment Strategies
Louisiana
$245K – – –
HR
1204
Howe & Rusling
New York
$245K +$7.89K +155 +3%
DCLA
1205
Douglas C. Lane & Associates
New York
$245K +$20.4K +401 +9%
AI
1206
Atria Investments
North Carolina
$243K -$210K -4,118 -45%
RCYC
1207
Richard C. Young & Co
Rhode Island
$242K -$2.18M -42,860 -89%
TWA
1208
TCI Wealth Advisors
Arizona
$240K +$29.7K +584 +13%
MAA
1209
Mraz Amerine & Associates
California
$239K – – –
SCM
1210
Sterneck Capital Management
Missouri
$239K – – –
BB
1211
Busey Bank
Illinois
$238K -$38.9K -764 -13%
SAM
1212
Summit Asset Management
Tennessee
$238K -$1.93K -38 -0.8%
DAC
1213
Dividend Assets Capital
South Carolina
$238K +$20.4K +400 +9%
DWM
1214
Destination Wealth Management
California
$236K -$105K -2,069 -30%
GVT
1215
Genesee Valley Trust
New York
$236K +$3.56K +70 +1%
EDRH
1216
Edmond de Rothschild Holding
Switzerland
$235K +$66.1K +1,300 +36%
PG
1217
Patten Group
Tennessee
$233K +$21.7K +427 +10%
CICI
1218
Capital Investment Counsel Inc
North Carolina
$231K +$51.9K +1,020 +27%
EIA
1219
Edgemoor Investment Advisors
Maryland
$228K – – –
KTC
1220
Kistler-Tiffany Companies
Pennsylvania
$228K +$46.5K +914 +24%
PJSIMP
1221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K -$332K -6,530 -58%
CCA
1222
Cobblestone Capital Advisors
New York
$227K +$7.73K +152 +3%
AAM
1223
Autus Asset Management
Arizona
$226K -$10.2K -200 -4%
EWM
1224
Evermay Wealth Management
Virginia
$226K -$8.34K -164 -3%
ITIM
1225
Indiana Trust & Investment Management
Indiana
$225K -$16K -315 -6%
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