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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1826
Novak Financial Planning
Maryland
$976K +$1.61K +28 +0.2%
LAIC
1827
Lederer & Associates Investment Counsel
California
$974K +$13.2K +230 +1%
HCP
1828
Holt Capital Partners
Texas
$972K -$38K -663 -4%
COF
1829
Capital One Financial
Virginia
$971K +$13.5K +236 +1%
CNC
1830
Citizens & Northern Corp
Pennsylvania
$970K -$62.3K -1,086 -6%
CPA
1831
Clear Perspective Advisors
Illinois
$966K -$56.9K -992 -5%
FPF
1832
First Pacific Financial
Washington
$966K +$132K +2,305 +15%
FA
1833
Faithward Advisors
Pennsylvania
$964K -$164K -2,849 -14%
WQ
1834
Wealth Quarterback
New Jersey
$964K +$987K +17,206 New
WIS
1835
Wright Investors Service
Connecticut
$963K +$40.1K +699 +4%
HA
1836
HYA Advisors
Missouri
$960K -$20.8K -362 -2%
HWM
1837
Hohimer Wealth Management
Washington
$958K +$1.21K +21 +0.1%
PWMG
1838
Prestige Wealth Management Group
New Jersey
$955K +$1.32K +23 +0.1%
CFA
1839
CWS Financial Advisors
Michigan
$954K +$6.43K +112 +0.7%
GFP
1840
Gryphon Financial Partners
Ohio
$953K +$58.4K +1,017 +7%
DAM
1841
Derbend Asset Management
Georgia
$952K +$975K +16,987 New
CWA
1842
Canvas Wealth Advisors
Kansas
$951K +$179K +3,120 +23%
PSB
1843
Piscataqua Savings Bank
New Hampshire
$950K -$56.8K -989 -6%
CSPIA
1844
Cary Street Partners Investment Advisory
Virginia
$941K -$79.9K -1,393 -8%
LMAM
1845
Legg Mason Asset Management
Japan
$941K +$34.5K +602 +4%
CFFP
1846
Center for Financial Planning
Michigan
$939K +$25.9K +451 +3%
FPS
1847
Fieldpoint Private Securities
Connecticut
$937K -$147K -2,570 -13%
AAM
1848
Aureus Asset Management
Massachusetts
$936K -$1.02M -17,820 -52%
MIP
1849
Marietta Investment Partners
Wisconsin
$936K – – –
SP
1850
Successful Portfolios
Florida
$934K +$60.4K +1,052 +7%
72 73
74
75 76