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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
726
North American Management
Massachusetts
$210K +$192K +6,059 New
PAG
727
Pinnacle Advisory Group
Maryland
$209K +$191K +6,022 New
UF
728
Univest Financial
Pennsylvania
$208K -$17.2K -541 -8%
MIS
729
Morningstar Investment Services
Illinois
$208K +$190K +5,996 New
BHIA
730
Birch Hill Investment Advisors
Massachusetts
$208K +$191K +6,003 New
HFM
731
Hartford Financial Management
Connecticut
$207K +$318 +10 +0.2%
VIA
732
Vantage Investment Advisors
Pennsylvania
$205K -$3.24K -102 -2%
IP
733
Investment Partners
Ohio
$205K +$188K +5,916 New
MFW
734
Meristem Family Wealth
Minnesota
$205K +$188K +5,924 New
GWS
735
Glassman Wealth Services
Virginia
$204K -$3.21K -101 -2%
MBT
736
Monroe Bank & Trust
Michigan
$204K -$3.21K -101 -2%
EGA
737
Eagle Global Advisors
Texas
$204K +$187K +5,876 New
MA
738
MCF Advisors
Kentucky
$203K -$3.21K -101 -2%
HBT
739
Hills Bank & Trust
Iowa
$203K +$186K +5,855 New
WA
740
Wealth Architects
California
$201K +$184K +5,797 New
PFA
741
Paradigm Financial Advisors
Missouri
$200K +$184K +5,794 New
AWM
742
Avior Wealth Management
Nebraska
$197K -$3.05K -96 -2%
CBT
743
Capital Bank & Trust
California
$195K -$3.08K -97 -2%
BPC
744
Banque Pictet & Cie
Switzerland
$189K -$17.9K -563 -2%
PA
745
Parallel Advisors
California
$188K -$5.4K -170 -3%
RCM
746
Riverhead Capital Management
Delaware
$186K -$2.96K -93 -2%
PMFA
747
Plante Moran Financial Advisors
Michigan
$186K +$45.4K +1,430 +36%
WAS
748
WESPAC Advisors SoCal
California
$184K -$2.92K -92 -2%
DVM
749
Dreman Value Management
Florida
$182K -$162K -5,102 -49%
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$180K +$16.8K +529 +11%
28 29
30
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