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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
2251
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$211K +$6.86K +132 +3%
BFPW
2252
BOK Financial Private Wealth
Colorado
$210K -$23.1K -444 -9%
LWM
2253
Lenox Wealth Management
Ohio
$210K -$3.79K -73 -2%
GA
2254
Geller Advisors
New York
$210K +$220K +4,242 New
JWM
2255
JFG Wealth Management
Colorado
$208K – – –
TI
2256
Truehand Inc
New Hampshire
$208K – – –
GA
2257
Gateway Advisory
New Jersey
$207K +$218K +4,186 New
JC
2258
Jentner Corp
Ohio
$207K +$218K +4,191 New
SFG
2259
Sather Financial Group
Texas
$206K +$1.98K +38 +0.9%
TVAMP
2260
Tennessee Valley Asset Management Partners
Tennessee
$206K +$26.6K +512 +14%
NED
2261
Nancy E. Dempze
$205K – – –
RAM
2262
Riggs Asset Management
Pennsylvania
$205K – – –
CC
2263
Cornerstone Capital
California
$205K +$19.5K +375 +10%
CFIA
2264
Cantor Fitzgerald Investment Advisors
New York
$203K – – –
BIM
2265
Baldwin Investment Management
Pennsylvania
$203K +$23.3K +449 +12%
AIA
2266
Alera Investment Advisors
Illinois
$201K -$19.1K -368 -8%
BPCE
2267
Bank Pictet & Cie (Europe)
Germany
$201K – – –
SHJ
2268
Sharkey, Howes & Javer
Colorado
$201K +$104 +2 +0%
HI
2269
HBK Investments
Texas
$201K +$212K +4,075 New
KBFS
2270
Kohmann Bosshard Financial Services
Ohio
$197K -$50.7K -975 -20%
SA
2271
SRH Advisors
Kansas
$193K – – –
TFGT
2272
TS Financial Group (TSFG)
Illinois
$192K +$35.2K +678 +21%
TIM
2273
Tortoise Investment Management
New York
$184K -$9.88K -190 -5%
IWA
2274
Intercontinental Wealth Advisors
Texas
$181K -$2.08K -40 -1%
TIS
2275
Tortoise Index Solutions
Kansas
$179K +$77.1K +1,484 +69%
89 90
91
92 93