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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1601
Evermay Wealth Management
Virginia
$351K +$343K +2,952 New
BHTS
1602
Bar Harbor Trust Services
Maine
$346K +$19K +163 +6%
SAMT
1603
Select Asset Management & Trust
Pennsylvania
$344K +$34.9K +300 +12%
NYLT
1604
New York Life Trust
New York
$343K -$49.1K -422 -13%
MVIP
1605
Mar Vista Investment Partners
California
$343K – – –
NPPM
1606
North Point Portfolio Managers
Ohio
$342K – – –
BC
1607
Barnett & Company
Tennessee
$342K +$2.09K +18 +0.6%
CFA
1608
Capstone Financial Advisors
Illinois
$339K -$163K -1,405 -33%
LWM
1609
Lenox Wealth Management
Ohio
$339K -$63.5K -546 -16%
MWM
1610
Merriman Wealth Management
Washington
$336K +$305K +2,624 New
NGA
1611
Naples Global Advisors
Florida
$335K +$109K +941 +50%
HP
1612
HT Partners
Connecticut
$332K -$1.5M -12,906 -82%
SAM
1613
Strategy Asset Managers
California
$331K +$465 +4 +0.1%
MCM
1614
Marathon Capital Management
Maryland
$329K +$116 +1 +0%
PO
1615
Private Ocean
California
$327K +$263K +2,260 +461%
FA
1616
FCG Advisors
New Jersey
$326K -$41.7K -359 -12%
GIM
1617
Greystone Investment Management
Ohio
$325K +$132K +1,137 +71%
CCM
1618
Carlson Capital Management
Minnesota
$324K -$117K -1,004 -27%
SEC
1619
Seven Eight Capital
New York
$321K +$314K +2,700 New
SSI
1620
Scott & Selber Inc
Texas
$318K – – –
AIA
1621
Arbor Investment Advisors
North Carolina
$317K +$310K +2,667 New
TF
1622
Trutina Financial
Washington
$315K +$7.67K +66 +3%
AC
1623
Alexandria Capital
Virginia
$309K -$20K -172 -6%
JFG
1624
JMG Financial Group
Illinois
$307K – – –
MFP
1625
Mosaic Financial Partners
California
$307K +$300K +2,583 New
63 64
65
66 67