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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1001
Novare Capital Management
North Carolina
$39.1M -$794K -3,114 -2%
HTHT
1002
Hemenway Trust Hemenway Trust
New Hampshire
$39M -$146K -574 -0.4%
BWFA
1003
Baltimore-Washington Financial Advisors
Maryland
$39M +$69.1K +271 +0.2%
RC
1004
Roundview Capital
New Jersey
$38.8M +$1.07M +4,200 +3%
BSW
1005
Buckingham Strategic Wealth
Missouri
$38.8M – – –
BP
1006
Ballentine Partners
Massachusetts
$38.8M +$4.45M +17,457 +15%
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$38.7M +$230K +903 +0.7%
PAI
1008
Pittenger & Anderson Inc
Nebraska
$38.7M +$504K +1,977 +1%
PI
1009
Pennant Investors
New Jersey
$38.6M – – –
TTWM
1010
TCV Trust & Wealth Management
Virginia
$38.5M -$687K -2,693 -2%
OCM
1011
Oribel Capital Management
New York
$38.4M +$71.2M +279,200 New
FSA
1012
Fort Sheridan Advisors
Illinois
$38.3M +$5.63M +22,081 +20%
PCA
1013
Pallas Capital Advisors
Massachusetts
$38.2M +$4.58M +17,964 +15%
CAMG
1014
CWA Asset Management Group
Florida
$38.2M +$2.73M +10,705 +9%
FTDI
1015
First Trust Direct Indexing
Massachusetts
$38.1M +$1.07M +4,186 +3%
GG
1016
Greenwood Gearhart
Arkansas
$38.1M +$2.1M +8,223 +7%
IG
1017
Ithaka Group
Virginia
$38.1M -$42.4M -166,341 -56%
PMAM
1018
Picton Mahoney Asset Management
Ontario, Canada
$38M -$410K -1,606 -1%
NSEDCP
1019
NJ State Employees Deferred Compensation Plan
New Jersey
$37.9M -$714K -2,800 -2%
YC
1020
Yarbrough Capital
Tennessee
$37.9M +$1.93M +7,566 +6%
AP
1021
Appleton Partners
Massachusetts
$37.9M +$570K +2,235 +2%
DT
1022
Diversified Trust
Tennessee
$37.8M +$2.13M +8,337 +7%
DWT
1023
Dorsey & Whitney Trust
South Dakota
$37.7M +$1.4M +5,488 +4%
HPG
1024
Harvest Portfolios Group
Ontario, Canada
$37.7M +$3.03M +11,888 +10%
WA
1025
WestEnd Advisors
North Carolina
$37.6M -$34.2M -134,043 Closed
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