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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
2351
Financial Planning & Information Services
Wisconsin
$265K +$21.4K +155 +8%
GFP
2352
Gryphon Financial Partners
Ohio
$263K +$279K +2,018 New
SSW
2353
Smith Shellnut Wilson
Mississippi
$262K -$13.6K -98 -5%
WCA
2354
Windsor Creek Advisors
Vermont
$261K +$277K +2,000 New
KM
2355
Kalos Management
Georgia
$260K -$62.8K -454 -19%
HPIA
2356
Hamilton Point Investment Advisors
North Carolina
$260K – – –
EIG
2357
Ellenbecker Investment Group
Wisconsin
$260K +$16.6K +120 +6%
PCIG
2358
Partners Capital Investment Group
Massachusetts
$258K – – –
FVWA
2359
Foster Victor Wealth Advisors
South Carolina
$257K +$32.9K +238 +14%
CC
2360
Capital Counsel
New York
$254K – – –
ME
2361
McIlrath & Eck
Washington
$254K +$15.1K +109 +6%
PCMC
2362
Private Capital Management (Colorado)
Colorado
$253K – – –
IA
2363
IFG Advisors
Missouri
$252K +$268K +1,937 New
RF
2364
RHS Financial
California
$251K +$691 +5 +0.3%
RWM
2365
Raffa Wealth Management
District of Columbia
$250K +$266K +1,921 New
AEPG
2366
American Economic Planning Group
New Jersey
$250K -$26.5K -192 -9%
SFSG
2367
Stearns Financial Services Group
North Carolina
$249K +$138 +1 +0.1%
CHA
2368
Cooper/Haims Advisors
New York
$249K +$2.07K +15 +0.8%
PW
2369
Peninsula Wealth
California
$249K +$264K +1,912 New
TC
2370
Trilogy Capital
California
$248K +$5.67K +41 +2%
SIG
2371
Sargent Investment Group
Maryland
$247K -$166K -1,200 -39%
FLII
2372
First Long Island Investors
New York
$247K – – –
CIC
2373
Chase Investment Counsel
Virginia
$246K -$3.04K -22 -1%
WFMPM
2374
Woodley Farra Manion Portfolio Management
Indiana
$246K – – –
NCM
2375
Northwest Capital Management
Oregon
$246K +$415 +3 +0.2%
93 94
95
96 97