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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1801
Univest Financial
Pennsylvania
$568K -$79.1K -683 -12%
ACP
1802
Aveo Capital Partners
Colorado
$568K +$13.4K +116 +2%
ONST
1803
Old North State Trust
North Carolina
$565K +$5.33K +46 +0.9%
BDWM
1804
Brewin Dolphin Wealth Management
Ireland
$564K – – –
TFF
1805
The Family Firm
Maryland
$562K +$3.71K +32 +0.6%
IIC
1806
Integrated Investment Consultants
Michigan
$561K +$13.4K +116 +2%
PHK
1807
Point72 Hong Kong
Hong Kong
$560K -$74.7K -645 -11%
KC
1808
Knuff & Co
California
$560K +$596K +5,144 New
BT
1809
Brandywine Trust
Delaware
$558K – – –
TF
1810
TLWM Financial
Texas
$558K +$25.1K +217 +5%
BCA
1811
Bay Colony Advisors
Massachusetts
$557K +$56.1K +484 +10%
KA
1812
Kaizen Advisory
Illinois
$556K +$69.2K +597 +13%
SFG
1813
SNS Financial Group
Minnesota
$551K -$30.7K -265 -5%
IDBONY
1814
Israel Discount Bank of New York
New York
$549K +$28.4K +245 +5%
PSG
1815
Planning Solutions Group
Maryland
$549K +$585K +5,046 New
AFIA
1816
America First Investment Advisors
Nebraska
$547K – – –
CWM
1817
Cabot Wealth Management
Massachusetts
$547K +$579 +5 +0.1%
BCM
1818
Blume Capital Management
California
$545K – – –
UFG
1819
United Fire Group
Iowa
$544K – – –
OPTFSNA
1820
Old Point Trust & Financial Services N A
Virginia
$542K – – –
FNBOSM
1821
First National Bank of South Miami
Florida
$540K +$545K +4,703 New
PWPS
1822
Pinnacle Wealth Planning Services
Ohio
$539K -$36.1K -312 -6%
RGC
1823
Roberts, Glore & Co
Illinois
$539K – – –
CCG
1824
Chatham Capital Group
Georgia
$539K +$11.6K +100 +2%
PIA
1825
Pinion Investment Advisors
Kansas
$539K +$134K +1,159 +31%
71 72
73
74 75