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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1301
Pathstone Family Office
New Jersey
$870K +$119K +339 +17%
FIB
1302
First Interstate Bank
Montana
$861K -$49.9K -142 -6%
HCM
1303
Hollencrest Capital Management
California
$860K +$432K +1,231 +117%
CA
1304
Cornerstone Advisory
Maryland
$859K -$70.3K -200 -8%
CVM
1305
Cheviot Value Management
California
$857K -$14.1K -40 -2%
CCA
1306
Cobblestone Capital Advisors
New York
$857K +$10.5K +30 +1%
LA
1307
Lau Associates
Delaware
$855K +$808K +2,300 New
WIA
1308
Westbourne Investment Advisors
Maryland
$855K +$808K +2,300 New
JSL
1309
JT Stratford LLC
Georgia
$854K -$113K -322 -12%
MFS
1310
McNamara Financial Services
Massachusetts
$854K +$4.92K +14 +0.6%
PCG
1311
Private Capital Group
Connecticut
$851K -$113K -323 -12%
DI
1312
Diligent Investors
California
$850K -$36.9K -105 -4%
SC
1313
Saybrook Capital
North Carolina
$849K – – –
SWM
1314
Stockman Wealth Management
Montana
$849K +$16.2K +46 +2%
SFG
1315
Summit Financial Group
West Virginia
$848K – – –
PCA
1316
Personal Capital Advisors
California
$847K +$401K +1,141 +100%
HFA
1317
High Falls Advisors
New York
$845K -$137K -391 -15%
CTA
1318
Chesley Taft & Associates
Illinois
$845K -$8.78K -25 -1%
CS
1319
Cannell & Spears
New York
$843K -$3.51K -10 -0.4%
VNB
1320
Virginia National Bank
Virginia
$841K +$795K +2,262 New
MIA
1321
MainStreet Investment Advisors
Illinois
$838K -$1.05K -3 -0.1%
FFA
1322
Fragasso Financial Advisors
Pennsylvania
$836K -$30.9K -88 -4%
FA
1323
Fagan Associates
New York
$832K +$56.2K +160 +8%
MOS
1324
MGO One Seven
Ohio
$831K +$785K +2,235 New
CC
1325
Chicago Capital
Illinois
$819K – – –
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