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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1201
Dynamic Advisor Solutions
Arizona
$1.89M +$108K +537 +6%
FI
1202
Fosun International
China
$1.88M -$785K -3,900 -30%
LIC
1203
Lodestar Investment Counsel
Illinois
$1.88M +$12.7K +63 +0.7%
EWM
1204
Evermay Wealth Management
Virginia
$1.88M -$148K -735 -7%
ICP
1205
Ironvine Capital Partners
Nebraska
$1.88M – – –
RCG
1206
Rock Creek Group
District of Columbia
$1.88M +$1.82M +9,055 New
JIC
1207
Joel Isaacson & Co
New York
$1.87M +$10.7K +53 +0.6%
BFA
1208
Beaumont Financial Advisors
Massachusetts
$1.87M +$408K +2,025 +29%
EWA
1209
EP Wealth Advisors
California
$1.87M +$866K +4,300 +91%
CB
1210
Community Bank
New York
$1.87M -$21.1K -105 -1%
HFM
1211
Harvest Fund Management
China
$1.87M +$1.56M +7,733 +605%
MWP
1212
MYCIO Wealth Partners
Pennsylvania
$1.87M +$103K +513 +6%
WP
1213
WMS Partners
Maryland
$1.86M -$37.2K -185 -2%
SFSG
1214
Stearns Financial Services Group
North Carolina
$1.86M +$16.1K +80 +0.9%
TCM
1215
Tradition Capital Management
New Jersey
$1.86M -$20.1K -100 -1%
VCM
1216
Versant Capital Management
Arizona
$1.86M -$2.62K -13 -0.1%
RWP
1217
RWA Wealth Partners
Massachusetts
$1.85M – – –
GWCM
1218
Godshalk Welsh Capital Management
Pennsylvania
$1.85M -$108K -535 -6%
SDIC
1219
South Dakota Investment Council
South Dakota
$1.84M – – –
BPM
1220
Bowling Portfolio Management
Ohio
$1.84M -$28.6K -142 -2%
WPP
1221
Whalerock Point Partners
Rhode Island
$1.84M +$22.1K +110 +1%
VSWA
1222
Vontobel Swiss Wealth Advisors
Switzerland
$1.83M -$73.1K -363 -4%
BO
1223
Bank OZK
Arkansas
$1.83M -$57.4K -285 -3%
SC
1224
Savant Capital
Illinois
$1.83M +$68.5K +340 +4%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$1.82M -$25.4K -126 -1%
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