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Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3151
S&T Bank
Pennsylvania
$470K +$136K +2,112 +49%
JC
3152
Jentner Corp
Ohio
$469K -$128K -1,992 -24%
PP
3153
Peconic Partners
New York
$462K -$180K -2,800 -31%
LWA
3154
Lowe Wealth Advisors
Maryland
$462K -$14.4K -224 -3%
FFIC
3155
First Fiduciary Investment Counsel
Ohio
$459K +$402K +6,252 New
AAMC
3156
Asset Allocation & Management Company
Illinois
$458K +$401K +6,240 New
HSA
3157
Hussman Strategic Advisors
Maryland
$452K +$396K +6,160 New
W
3158
WealthStone
Ohio
$450K -$2.12M -32,908 -84%
SM
3159
Salzhauer Michael
$447K – – –
HFAS
3160
Hummer Financial Advisory Services
Illinois
$445K +$390K +6,068 New
HWM
3161
HighMark Wealth Management
Minnesota
$444K +$389K +6,052 New
PAS
3162
Professional Advisory Services
Florida
$443K -$2.57K -40 -0.7%
AIS
3163
AlphaOne Investment Services
Pennsylvania
$440K -$1.16M -18,000 -75%
TI
3164
TTP Investments
California
$440K +$68.2K +1,060 +22%
PI
3165
Pachira Investments
California
$438K +$1.03K +16 +0.3%
BC
3166
Barnett & Company
Tennessee
$436K -$104K -1,620 -21%
BWI
3167
Beacon Wealthcare Inc
North Carolina
$434K – – –
C1AG
3168
Client 1st Advisory Group
Florida
$432K +$379K +5,884 New
KTA
3169
Keeley-Teton Advisors
Illinois
$431K -$13.9K -216 -4%
WI
3170
WrapManager Inc
California
$430K +$19K +296 +5%
GEM
3171
Global Endowment Management
North Carolina
$429K -$94.2K -1,464 -20%
G
3172
Gainplan
Michigan
$428K – – –
TWM
3173
Trinity Wealth Management
Pennsylvania
$428K +$375K +5,832 New
KS
3174
Karpas Strategies
Connecticut
$427K – – –
JWM
3175
JFG Wealth Management
Colorado
$424K -$313K -4,864 -46%
125 126
127
128 129