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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1426
Price Capital Management
Louisiana
$231K +$231K +1,674 New
EWM
1427
Evermay Wealth Management
Virginia
$227K – – –
PAS
1428
Partnervest Advisory Services
California
$227K +$24.9K +181 +12%
WOC
1429
West Oak Capital
California
$227K -$24.7K -179 -10%
RPGK
1430
Retirement Planning Group (Kansas)
Kansas
$226K -$138 -1 -0.1%
CG
1431
Colony Group
Massachusetts
$224K -$730K -5,297 -77%
TIM
1432
Tortoise Investment Management
New York
$223K -$4.82K -35 -2%
DAS
1433
Dynamic Advisor Solutions
Arizona
$223K +$223K +1,615 New
BOS
1434
Bingham Osborn & Scarborough
California
$222K – – –
PCTC
1435
Perkins Coie Trust Company
Washington
$222K +$57.7K +419 +35%
SC
1436
Skylands Capital
Wisconsin
$221K – – –
PTB
1437
Pioneer Trust Bank
Oregon
$219K +$219K +1,591 New
FCFC
1438
First Commonwealth Financial Corp
Pennsylvania
$215K +$215K +1,561 New
BCM
1439
Blume Capital Management
California
$214K – – –
IWA
1440
Inspirion Wealth Advisors
Illinois
$214K – – –
PG
1441
Portola Group
California
$214K – – –
MCMT
1442
Moon Capital Management (Tennessee)
Tennessee
$213K – – –
HHAM
1443
HITE Hedge Asset Management
Massachusetts
$211K – – –
VCAM
1444
Van Cleef Asset Management
Ohio
$211K – – –
TWM
1445
Torch Wealth Management
Ohio
$210K -$82.4K -598 -28%
HJA
1446
Hugh Johnson Advisors
New York
$210K +$551 +4 +0.3%
SJIC
1447
St. James Investment Company
Texas
$209K +$4.96K +36 +2%
CI
1448
Cowen Inc
New York
$209K +$209K +1,515 New
11A
1449
10-15 Associates
New York
$208K +$208K +1,508 New
CIP
1450
Cornerstone Investment Partners
Georgia
$207K -$185M -1,345,898 -100%