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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1201
Evermay Wealth Management
Virginia
$242K +$24.4K +466 +10%
CA
1202
Cambridge Advisors
Nebraska
$240K – – –
BAM
1203
Burnham Asset Management
New York
$240K +$269K +5,144 New
DIS
1204
Diversified Investment Strategies
Louisiana
$239K – – –
OC
1205
Oakworth Capital
Alabama
$238K +$61.4K +1,174 +30%
AAM
1206
Aureus Asset Management
Massachusetts
$237K +$32.5K +621 +14%
WG
1207
Welch Group
Alabama
$234K -$20K -383 -7%
CWM
1208
CIBC World Markets
New York
$234K +$262K +5,009 New
MAA
1209
Mraz Amerine & Associates
California
$233K – – –
SCM
1210
Sterneck Capital Management
Missouri
$233K – – –
ACC
1211
Accident Compensation Corp
New Zealand
$233K +$261K +5,000 New
VNA
1212
VNBTrust National Association
Virginia
$232K -$16.7K -320 -6%
ST
1213
Sabal Trust
Florida
$232K +$259K +4,964 New
CAW
1214
Cornerstone Advisors (Washington)
Washington
$231K -$67.8K -1,298 -21%
BB
1215
Busey Bank
Illinois
$231K +$575 +11 +0.2%
FPB
1216
First PREMIER Bank
South Dakota
$230K +$258K +4,927 New
EDRH
1217
Edmond de Rothschild Holding
Switzerland
$229K – – –
TWA
1218
TCI Wealth Advisors
Arizona
$228K -$6.43K -123 -2%
BSW
1219
Buckingham Strategic Wealth
Missouri
$227K -$32.5K -622 -11%
DAC
1220
Dividend Assets Capital
South Carolina
$227K -$5.23K -100 -2%
AAM
1221
Autus Asset Management
Arizona
$227K +$7.84K +150 +3%
CFSG
1222
Community Financial Services Group
Vermont
$226K +$9.41K +180 +4%
AW
1223
Alpha Windward
Massachusetts
$225K +$20.6K +394 +9%
WP
1224
WealthPLAN Partners
Nebraska
$224K +$733K +14,019 New
MAM
1225
Mastrapasqua Asset Management
Tennessee
$222K -$60.6K -1,160 -20%
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50 51