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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Continuum Advisory
Idaho
$477K -$54.6K -1,529 -11%
IBOK
1727
Independence Bank of Kentucky
Kentucky
$474K +$442K +12,370 New
FA
1728
Fortis Advisors
Pennsylvania
$472K +$12K +335 +3%
FAM
1729
Formidable Asset Management
Ohio
$472K +$29.1K +815 +7%
HWA
1730
Heritage Wealth Advisors
Virginia
$470K +$12.2K +341 +3%
VFPI
1731
Vantage Financial Partners (Illinois)
Illinois
$469K +$35.7K +1,000 +9%
TL
1732
TrueWealth LLC
Georgia
$466K +$434K +12,160 New
DIA
1733
Denver Investment Advisors
Colorado
$464K -$575K -16,106 -57%
LFA
1734
Landmark Financial Advisors
Kentucky
$461K -$56.8K -1,589 -12%
MJP
1735
Michael J. Puzo
$460K -$154K -4,300 -26%
JFGLC
1736
Johnson Financial Group LLC (Colorado)
Colorado
$458K +$15.8K +442 +4%
CNC
1737
Citizens & Northern Corp
Pennsylvania
$455K – – –
PI
1738
Pettee Investors
Connecticut
$453K – – –
JWBC
1739
J.W. Burns & Co
New York
$453K +$10.7K +300 +3%
VIM
1740
Vista Investment Management
Pennsylvania
$453K +$423K +11,836 New
SPC
1741
Stewart & Patten Company
California
$446K +$19.5K +546 +5%
NFG
1742
Nadler Financial Group
Illinois
$444K +$1.89K +53 +0.5%
EFSCE
1743
Enterprise Financial Services Corp (EFSC)
Missouri
$441K -$27.5K -770 -6%
CPC
1744
Congress Park Capital
New York
$441K +$412K +11,520 New
BA
1745
Bristol Advisors
Pennsylvania
$440K +$411K +11,500 New
CGA
1746
Crescent Grove Advisors
Illinois
$439K +$7.14K +200 +2%
GCM
1747
Gator Capital Management
Florida
$437K +$407K +11,400 New
WP
1748
WealthPLAN Partners
Nebraska
$434K -$57.2K -1,600 -12%
DA
1749
Dillon & Associates
Michigan
$423K -$59.3K -1,659 -13%
GD
1750
Grandfield & Dodd
New York
$423K -$14.3K -400 -3%
68 69
70
71 72