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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2051
SlateStone Wealth
Florida
$451K -$326K -6,263 -42%
FPIS
2052
Financial Planning & Information Services
Wisconsin
$446K +$177K +3,404 +65%
VWA
2053
VERITY Wealth Advisors
United States
$445K – – –
VAG
2054
VisionPoint Advisory Group
Texas
$445K +$447K +8,600 New
CCM
2055
Crossvault Capital Management
Texas
$444K -$31.8K -611 -7%
PCP
2056
Proficio Capital Partners
Massachusetts
$443K -$117K -2,256 -21%
CCA
2057
Conservest Capital Advisors
Pennsylvania
$443K +$52.4K +1,008 +13%
AWM
2058
Avior Wealth Management
Nebraska
$443K +$79.2K +1,524 +22%
JGIA
2059
Jackson Grant Investment Advisers
Connecticut
$442K -$9.56K -184 -2%
HIM
2060
Hotaling Investment Management
Pennsylvania
$442K – – –
HPIA
2061
Hamilton Point Investment Advisors
North Carolina
$442K +$19.8K +380 +5%
PFO
2062
Pathstone Family Office
New Jersey
$441K – – –
DDPIC
2063
Deroy & Devereaux Private Investment Counsel
Michigan
$440K -$39K -750 -8%
NIM
2064
Nexus Investment Management
Ontario, Canada
$440K +$213K +4,100 +93%
CCM
2065
Canal Capital Management
Virginia
$439K -$2.7K -52 -0.6%
TGAM
2066
TBH Global Asset Management
Tennessee
$439K +$832 +16 +0.2%
AMCA
2067
Arthur M. Cohen & Associates
Illinois
$438K – – –
CI
2068
Cordant Inc
Oregon
$436K -$163K -3,132 -27%
HCA
2069
Horan Capital Advisors
Ohio
$435K -$2.33M -44,735 -84%
DW
2070
Domani Wealth
Pennsylvania
$435K +$97K +1,865 +29%
KLWA
2071
Kelly Lawrence W & Associates
California
$433K – – –
AF
2072
AtlasMark Financial
Texas
$432K – – –
GA
2073
Geller Advisors
New York
$432K -$52.1K -1,002 -11%
LC
2074
Landaas & Company
Wisconsin
$432K – – –
HKAM
2075
Horizon Kinetics Asset Management
New York
$431K -$56.2K -1,081 -11%
81 82
83
84 85