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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1651
Capital Planning Advisors
California
$218K +$13.2K +138 +6%
FA
1652
FCG Advisors
New Jersey
$217K -$23.4K -244 -9%
GWCM
1653
Godshalk Welsh Capital Management
Pennsylvania
$217K – – –
BBPWM
1654
Blue Bell Private Wealth Management
Pennsylvania
$216K -$6.51K -68 -3%
EAM
1655
Evanson Asset Management
California
$216K -$3.73K -39 -2%
BFA
1656
Beaumont Financial Advisors
Massachusetts
$216K – – –
CHAM
1657
Clear Harbor Asset Management
Connecticut
$216K +$4.79K +50 +2%
SSG
1658
Summit Securities Group
New York
$214K +$220K +2,300 New
VAS
1659
Valicenti Advisory Services
New York
$213K – – –
FIM
1660
Fernwood Investment Management
Massachusetts
$213K +$12K +125 +6%
OMC
1661
Overbrook Management Corp
New York
$211K – – –
KFS
1662
Kurt F. Somerville
$210K – – –
PV
1663
Private Vista
Illinois
$209K +$20.7K +216 +10%
IFAM
1664
Institutional & Family Asset Management
Colorado
$208K -$48.4K -505 -18%
SCA
1665
Stillwater Capital Advisors
Pennsylvania
$208K -$10.2K -106 -5%
FNBSF
1666
First National Bank Sioux Falls
South Dakota
$207K – – –
TIM
1667
Tortoise Investment Management
New York
$206K – – –
NI
1668
Numeric Investors
Massachusetts
$204K -$546K -5,700 -72%
HR
1669
Howe & Rusling
New York
$204K -$14.1K -147 -6%
MCM
1670
Marathon Capital Management
Maryland
$204K -$4.79K -50 -2%
AWMG
1671
Alliance Wealth Management Group
New Jersey
$204K +$7.37K +77 +4%
LCM
1672
Lucas Capital Management
New Jersey
$203K -$53.1K -555 -20%
HCP
1673
Holt Capital Partners
Texas
$202K – – –
SFWA
1674
Summit Financial Wealth Advisors
Louisiana
$202K +$9.58K +100 +5%
AA
1675
Alesco Advisors
New York
$202K +$208K +2,175 New