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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2226
Center For Asset Management
Florida
$210K +$216K +969 New
RH
2227
RFG Holdings
Texas
$210K +$216K +969 New
TIM
2228
Tortoise Investment Management
New York
$210K +$216K +969 New
KDA
2229
Kraft Davis & Associates
Missouri
$210K – – –
CFSG
2230
Community Financial Services Group
Vermont
$209K +$135K +605 +171%
CC
2231
Clearwave Capital
California
$209K +$215K +965 New
SP
2232
SIH Partners
Delaware
$209K +$215K +965 New
FP
2233
Financial Perspectives
Minnesota
$209K – – –
LGG
2234
Luts & Greenleigh Group
Maryland
$208K +$214K +963 New
SJGA
2235
Stephen J. Garry & Associates
New York
$208K -$22.2K -100 -9%
MA
2236
MKT Advisors
California
$208K -$58.5K -263 -23%
KFC
2237
Klingenstein Fields & Co
New York
$208K +$214K +960 New
TF
2238
Talbot Financial
Washington
$208K +$214K +960 New
WF
2239
Whelan Financial
California
$208K -$63.4K -285 -23%
BSSFA
2240
Baron Silver Stevens Financial Advisors
Florida
$208K +$213K +959 New
CTC
2241
Corundum Trust Company
South Dakota
$207K +$213K +958 New
HTC
2242
Haverford Trust Company
Pennsylvania
$207K -$183K -821 -46%
NPF
2243
Norris Perne & French
Michigan
$207K +$213K +957 New
CPCP
2244
Cedar Point Capital Partners
Iowa
$207K +$212K +955 New
TWD
2245
True Wealth Design
Ohio
$207K +$113K +507 +113%
PCTC
2246
Perkins Coie Trust Company
Washington
$207K – – –
LIM
2247
Lathrop Investment Management
Arkansas
$206K +$212K +952 New
CA
2248
Cache Advisors
California
$206K – – –
AAS
2249
AdviceOne Advisory Services
Connecticut
$205K +$211K +949 New
DM
2250
Diversified Management
Wisconsin
$205K +$210K +946 New
88 89
90
91 92