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Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1476
Pinnacle Holdings
Oklahoma
$895K +$65K +522 +8%
CCG
1477
Chatham Capital Group
Georgia
$884K +$897K +7,199 New
PAS
1478
Partnervest Advisory Services
California
$882K -$129K -1,036 -13%
HCM
1479
Hutchinson Capital Management
California
$882K -$68K -546 -7%
TI
1480
Truepoint Inc
Ohio
$879K -$58.8K -472 -6%
NC
1481
NewSquare Capital
Pennsylvania
$879K +$48K +385 +6%
CI
1482
Capital International
California
$876K – – –
WCMNY
1483
Westchester Capital Management (New York)
New York
$871K -$5.29M -42,462 -86%
RAM
1484
RWC Asset Management
United Kingdom
$865K +$74.3K +596 +9%
LBC
1485
Lawrence B. Cohen
$864K +$35.1K +282 +4%
CG
1486
Colony Group
Massachusetts
$864K +$212K +1,699 +32%
MIM
1487
Montgomery Investment Management
Maryland
$862K -$13K -104 -1%
IIM
1488
Ironwood Investment Management
Massachusetts
$856K +$42.1K +338 +5%
MWM
1489
Modera Wealth Management
New Jersey
$856K +$163K +1,310 +23%
SIA
1490
Sit Investment Associates
Minnesota
$853K -$395K -3,172 -31%
AWA
1491
AmeriServ Wealth Advisors
Pennsylvania
$844K -$6.48K -52 -0.8%
CNC
1492
Citizens & Northern Corp
Pennsylvania
$842K +$74K +594 +9%
AF
1493
Allworth Financial
California
$839K -$22.4K -180 -3%
GVT
1494
Genesee Valley Trust
New York
$839K +$16.8K +135 +2%
SFM
1495
Signature Financial Management
Virginia
$838K -$28.4K -228 -3%
BA
1496
Bennicas & Associates
California
$835K +$125 +1 +0%
UF
1497
Univest Financial
Pennsylvania
$831K -$47.5K -381 -5%
AT
1498
Acadia Trust
Maine
$824K – – –
NFGCM
1499
Norman Fields Gottscho Capital Management
New York
$818K – – –
BBPWM
1500
Blue Bell Private Wealth Management
Pennsylvania
$818K +$103K +830 +14%
58 59
60
61 62