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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
826
Avalon Capital Management
California
$910K +$964K +6,950 New
PTC
827
Private Trust Company
Ohio
$909K +$116K +834 +14%
PFSC
828
Peoples Financial Services Corp
Pennsylvania
$905K -$17.3K -125 -2%
SSG
829
Summit Securities Group
New York
$904K -$804K -5,800 -46%
FCH
830
Freestone Capital Holdings
Washington
$899K +$319K +2,302 +50%
ITIM
831
Indiana Trust & Investment Management
Indiana
$880K +$27.7K +200 +3%
DWT
832
Dorsey & Whitney Trust
South Dakota
$871K +$190K +1,372 +26%
SM
833
Stratton Management
Pennsylvania
$871K +$461K +3,325 +100%
LIA
834
LBMC Investment Advisors
Tennessee
$869K +$6.38K +46 +0.7%
AAM
835
AR Asset Management
California
$858K
VIA
836
Vantage Investment Advisors
Pennsylvania
$858K +$374K +2,695 +70%
YP
837
Yellowstone Partners
Idaho
$857K +$504K +3,635 +125%
Jones Financial Companies
838
Jones Financial Companies
Missouri
$856K -$217K -1,567 -19%
SNT
839
Security National Trust
West Virginia
$854K +$140K +1,006 +18%
LWM
840
Lyons Wealth Management
Florida
$852K -$22.1K -159 -2%
RCAG
841
Rehmann Capital Advisory Group
Michigan
$851K -$55.1K -397 -6%
MCM
842
Manchester Capital Management
Vermont
$839K
DAC
843
Dividend Assets Capital
South Carolina
$838K +$6.93K +50 +0.8%
MSFP
844
Mark Sheptoff Financial Planning
Connecticut
$830K -$309K -2,231 -26%
NERM
845
New England Research & Management
Illinois
$829K +$34.7K +250 +4%
VCAM
846
Van Cleef Asset Management
Ohio
$825K
TSWM
847
Triangle Securities Wealth Management
North Carolina
$815K -$21.5K -155 -2%
SOAMC
848
Spirit of America Management Corp
New York
$812K
CT
849
Chicago Trust
Illinois
$802K -$160K -1,150 -16%
CHAM
850
Clear Harbor Asset Management
Connecticut
$796K +$280K +2,020 +50%