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Name Holding Trade Value Shares
Change
Change in
Stake
JIM
1401
Jensen Investment Management
Oregon
$364K +$410K +7,724 New
PTB
1402
Pioneer Trust Bank
Oregon
$363K – – –
AF
1403
Aldebaran Financial
$362K -$16.3K -306 -4%
HSA
1404
HBK Sorce Advisory
Pennsylvania
$362K +$12.1K +228 +3%
ACM
1405
Alethea Capital Management
Washington
$359K +$13.7K +258 +4%
AEPG
1406
American Economic Planning Group
New Jersey
$358K -$96.2K -1,811 -19%
CCT
1407
Capital City Trust
Florida
$357K -$49K -923 -11%
PAS
1408
Professional Advisory Services
Florida
$357K – – –
WCM
1409
Windsor Capital Management
Arizona
$355K -$26.5K -498 -6%
MCM
1410
Millie Capital Management
California
$352K – – –
CPP
1411
Crow Point Partners
Massachusetts
$352K +$369K +6,948 +1,352%
VIMU
1412
Veritas Investment Management (UK)
United Kingdom
$349K -$83.5K -1,572 -18%
DW
1413
Domani Wealth
Pennsylvania
$349K +$164K +3,083 +71%
DBIA
1414
Dumont & Blake Investment Advisors
New Jersey
$346K +$390K +7,336 New
PL
1415
Plancorp LLC
Missouri
$346K +$390K +7,336 New
BST
1416
Bath Savings Trust
Maine
$345K -$5.63K -106 -1%
EML
1417
Eos Management LP
New York
$345K – – –
SIM
1418
SSI Investment Management
California
$345K – – –
BHTS
1419
Bar Harbor Trust Services
Maine
$341K – – –
FWM
1420
Focused Wealth Management
New York
$338K -$26.5K -499 -6%
BRA
1421
Bender Robert & Associates
California
$338K +$74.6K +1,404 +24%
WCM
1422
Westend Capital Management
California
$337K – – –
AAM
1423
Azzad Asset Management
Virginia
$336K +$23.6K +444 +7%
CICI
1424
Capital Investment Counsel Inc
North Carolina
$334K +$26K +489 +7%
BCM
1425
Brookstone Capital Management
Illinois
$330K -$3.24M -60,952 -90%