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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1701
Univest Financial
Pennsylvania
$212K +$325K +3,817 New
JFA
1702
Johanson Financial Advisors
California
$211K +$205K +2,400 New
FNC
1703
First National Corp
Massachusetts
$211K – – –
JFA
1704
JNBA Financial Advisors
Minnesota
$210K – – –
PAG
1705
Private Advisory Group
Washington
$209K -$17.5K -205 -8%
ACM
1706
Argent Capital Management
Missouri
$207K – – –
BHC
1707
Bowen Hanes & Co
Florida
$207K – – –
WLPWM
1708
Walled Lake Planning & Wealth Management
Illinois
$207K +$201K +2,352 New
CCM
1709
Crossvault Capital Management
Texas
$207K +$201K +2,358 New
MCG
1710
MACRO Consulting Group
New Jersey
$206K -$41.8K -490 -17%
RMC
1711
Resources Management Corp
Connecticut
$205K – – –
SFP
1712
Shepherd Financial Partners
Massachusetts
$205K +$256 +3 +0.1%
BFC
1713
Bedel Financial Consulting
Indiana
$205K +$5.63K +66 +3%
PHAM
1714
Palisades Hudson Asset Management
Florida
$204K – – –
RC
1715
Roundview Capital
New Jersey
$204K – – –
SCA
1716
Sage Capital Advisors
South Dakota
$204K +$3.15K +37 +2%
FPCG
1717
Fort Pitt Capital Group
Pennsylvania
$204K +$197K +2,315 New
HKAM
1718
Horizon Kinetics Asset Management
New York
$204K +$197K +2,316 New
LPIC
1719
LeJeune Puetz Investment Counsel
Michigan
$204K +$198K +2,319 New
PFO
1720
Pathstone Family Office
New Jersey
$202K +$25.7K +301 +15%
JIM
1721
Jensen Investment Management
Oregon
$202K +$196K +2,300 New
BFA
1722
Beacon Financial Advisory
Ohio
$202K +$196K +2,303 New
MIH
1723
Meitav Investment House
Israel
$202K +$197K +2,305 New
ATFA
1724
All Terrain Financial Advisors
Minnesota
$201K -$21.2K -249 -10%
TF
1725
TimeScale Financial
Massachusetts
$201K -$11.1K -130 -5%
67 68
69
70 71