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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$257K
PFA
702
Paradigm Financial Advisors
Missouri
$257K +$240K +6,454 New
MCM
703
MAI Capital Management
Ohio
$256K +$10.6K +286 +5%
PFSC
704
Peoples Financial Services Corp
Pennsylvania
$256K +$240K +6,455 New
JIC
705
Joel Isaacson & Co
New York
$254K -$50K -1,342 -17%
UBWV
706
United Bank (West Virginia)
West Virginia
$253K -$71.6K -1,924 -23%
RWM
707
Rench Wealth Management
Texas
$253K +$237K +6,356 New
DCMM
708
DG Capital Management (Massachusetts)
Massachusetts
$253K +$237K +6,357 New
GC
709
Grimes & Company
Massachusetts
$251K -$37.6K -1,010 -14%
SFA
710
Sequoia Financial Advisors
Ohio
$250K +$234K +6,275 New
ZAM
711
Zevin Asset Management
Massachusetts
$249K -$24.6K -662 -10%
DAC
712
Dividend Assets Capital
South Carolina
$249K
FIB
713
First Interstate Bank
Montana
$248K
MAA
714
Mraz Amerine & Associates
California
$247K
BCM
715
Brookstone Capital Management
Illinois
$247K +$231K +6,215 New
AIM
716
Allen Investment Management
New York
$246K -$36.7M -984,648 -99%
DCM
717
Donaldson Capital Management
Indiana
$246K -$22.8K -611 -9%
MBT
718
Montecito Bank & Trust
California
$244K -$58K -1,559 -20%
AFIA
719
America First Investment Advisors
Nebraska
$243K
ITIM
720
Indiana Trust & Investment Management
Indiana
$243K +$41K +1,100 +22%
JCM
721
Janney Capital Management
Pennsylvania
$242K -$9.94K -267 -4%
ICM
722
IMS Capital Management
Oregon
$242K
AIM
723
Arcadia Investment Management
Michigan
$241K -$22.8K -612 -9%
MCM
724
Murphy Capital Management
New Jersey
$240K +$225K +6,052 New
EAM
725
Evanson Asset Management
California
$239K +$223K +6,001 New