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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1401
Evermay Wealth Management
Virginia
$1.39M +$21.9K +170 +2%
NAMP
1402
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.38M – – –
HEIP
1403
Hudson Edge Investment Partners
New Jersey
$1.38M -$22.5K -175 -2%
UBG
1404
United Bank (Georgia)
Georgia
$1.37M +$104K +808 +8%
SS
1405
Simplicity Solutions
Minnesota
$1.37M +$498K +3,873 +60%
MCM
1406
Mainstay Capital Management
Michigan
$1.37M -$39.1K -304 -3%
SFM
1407
Systematic Financial Management
New Jersey
$1.36M – – –
HWA
1408
Heritage Wealth Advisors
Virginia
$1.36M – – –
IWM
1409
IHT Wealth Management
Illinois
$1.35M +$166K +1,287 +14%
CL
1410
CIM LLC
New York
$1.35M +$231K +1,798 +21%
FCH
1411
Freestone Capital Holdings
Washington
$1.35M +$293K +2,273 +29%
PPCM
1412
Pillar Pacific Capital Management
California
$1.35M +$53.4K +415 +4%
CWM
1413
Chesapeake Wealth Management
Virginia
$1.35M +$158K +1,230 +14%
BAC
1414
Boys Arnold & Co
North Carolina
$1.35M -$5.92K -46 -0.5%
SAMC
1415
Spectrum Asset Management (California)
California
$1.35M – – –
VFPI
1416
Vantage Financial Partners (Illinois)
Illinois
$1.34M -$348K -2,700 -21%
BTNA
1417
Bremer Trust National Association
Minnesota
$1.34M -$27.7K -215 -2%
TA
1418
Tiedemann Advisors
New York
$1.33M -$151K -1,173 -10%
GI
1419
Glovista Investments
New Jersey
$1.33M +$257 +2 +0%
NFG
1420
Next Financial Group
Texas
$1.32M -$377K -2,926 -23%
ANB
1421
Amarillo National Bank
Texas
$1.32M – – –
RCAG
1422
Rehmann Capital Advisory Group
Michigan
$1.32M -$250K -1,943 -16%
CM
1423
Caption Management
Oklahoma
$1.32M +$1.29M +10,000 New
AWM
1424
Aries Wealth Management
Maine
$1.32M +$61.1K +475 +5%
FPFS
1425
First Personal Financial Services
North Carolina
$1.32M -$397K -3,084 -24%
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