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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2401
Pallas Capital Advisors
Massachusetts
$358K -$144K -1,265 -31%
ACM
2402
Aljian Capital Management
Nevada
$358K -$34.1K -300 -9%
SIMM
2403
Stillwater Investment Management (Minnesota)
Minnesota
$358K +$3.98K +35 +1%
HFS
2404
Heritage Financial Services
Massachusetts
$358K +$347K +3,056 New
AM
2405
Atwater Malick
Pennsylvania
$357K – – –
PFC
2406
Phocas Financial Corp
California
$357K – – –
APWM
2407
Atlas Private Wealth Management
New York
$354K +$342K +3,013 New
WIC
2408
Wilkins Investment Counsel
Massachusetts
$353K – – –
PWMG
2409
Pinnacle Wealth Management Group
Michigan
$353K +$49.4K +435 +17%
IVP
2410
Intrinsic Value Partners
Arizona
$353K +$341K +3,006 New
GEA
2411
Glen Eagle Advisors
New Jersey
$353K +$40.6K +357 +13%
AWS
2412
AJ Wealth Strategies
New York
$352K – – –
VDBMI
2413
Van Den Berg Management I
Texas
$351K – – –
NF
2414
Nikulski Financial
Iowa
$348K -$26.7K -235 -7%
MGIA
2415
Matthew Goff Investment Advisor
Texas
$347K – – –
AIL
2416
AGF Investments LLC
Ontario, Canada
$347K +$124K +1,096 +59%
BWA
2417
Blodgett Wealth Advisors
California
$347K +$336K +2,956 New
SIC
2418
Sterling Investment Counsel
New York
$345K +$334K +2,940 New
ONST
2419
Old North State Trust
North Carolina
$343K +$74.3K +654 +29%
MA
2420
MJP Associates
Connecticut
$342K +$44.6K +393 +16%
CFA
2421
Capstone Financial Advisors
Illinois
$341K -$2.61K -23 -0.8%
TLCM
2422
Twin Lakes Capital Management
California
$341K +$114 +1 +0%
PWA
2423
Physician Wealth Advisors
Utah
$341K +$1.25K +11 +0.4%
JCM
2424
Jag Capital Management
Missouri
$341K +$4.66K +41 +1%
AP
2425
Arlington Partners
Alabama
$341K +$8.63K +76 +3%
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