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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1226
Cobblestone Capital Advisors
New York
$227K +$7.73K +152 +3%
AAM
1227
Autus Asset Management
Arizona
$226K -$10.2K -200 -4%
EWM
1228
Evermay Wealth Management
Virginia
$226K -$8.34K -164 -3%
ITIM
1229
Indiana Trust & Investment Management
Indiana
$225K -$16K -315 -6%
TI
1230
Truepoint Inc
Ohio
$225K +$238K +4,683 New
HKIM
1231
Hayek Kallen Investment Management
Alabama
$225K +$239K +4,699 New
CFSG
1232
Community Financial Services Group
Vermont
$224K -$92.6K -1,820 -28%
DDPIC
1233
Deroy & Devereaux Private Investment Counsel
Michigan
$224K – – –
LNB
1234
Ledyard National Bank
$224K – – –
GAM
1235
Gemmer Asset Management
California
$221K +$118K +2,329 +102%
PL
1236
Plancorp LLC
Missouri
$219K – – –
WSC
1237
Wellington Shields & Co
New York
$218K – – –
JT
1238
Jump Trading
Illinois
$218K +$464K +9,125 +253%
MWM
1239
Modera Wealth Management
New Jersey
$217K +$1.48K +29 +0.6%
PGA
1240
Portland Global Advisors
Maine
$216K -$66.1K -1,300 -22%
SC
1241
Stratford Consulting
Texas
$216K -$45.5K -894 -17%
AWE
1242
Avidian Wealth Enterprises
Texas
$216K -$1.68K -33 -0.7%
AAS
1243
Annex Advisory Services
Wisconsin
$215K +$5.9K +116 +3%
AAM
1244
Aureus Asset Management
Massachusetts
$213K +$16.5K +324 +8%
DCM
1245
Donaldson Capital Management
Indiana
$212K -$23.9K -470 -10%
AW
1246
Alpha Windward
Massachusetts
$212K +$6.97K +137 +3%
PAS
1247
Partnervest Advisory Services
California
$210K -$131K -2,569 -37%
IA
1248
IndexIQ Advisors
New York
$209K -$153K -3,012 -41%
CBU
1249
CIBC Bank USA
Illinois
$209K -$116K -2,282 -34%
JWS
1250
Juncture Wealth Strategies
Arizona
$207K -$462K -9,085 -68%
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50
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