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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2101
Tandem Investment Advisors
South Carolina
$229K +$253K +1,747 New
CAGAS
2102
Capital Advisory Group Advisory Services
Minnesota
$227K -$406K -2,801 -62%
AIM
2103
Advantage Investment Management
Iowa
$225K -$8.4K -58 -3%
W
2104
Wealthquest
Ohio
$225K +$249K +1,717 New
LRIA
2105
Leonard Rickey Investment Advisors
Washington
$222K +$579 +4 +0.2%
LFA
2106
Legacy Financial Advisors
Kentucky
$222K +$27.1K +187 +12%
SAM
2107
Seelaus Asset Management
New Jersey
$221K -$342K -2,360 -58%
TA
2108
Trellis Advisors
Washington
$221K +$7.82K +54 +3%
PEA
2109
Pacific Edge Advisors
California
$220K -$25.1K -173 -9%
FCMC
2110
Founders Capital Management (Connecticut)
Connecticut
$220K – – –
FAN
2111
Financial Advisors Network
California
$220K +$243K +1,680 New
MCM
2112
Maxim Capital Management
California
$219K +$242K +1,671 New
FNC
2113
First National Corp
Massachusetts
$218K +$241K +1,665 New
KC
2114
Knuff & Co
California
$216K +$238K +1,645 New
CA
2115
Corrado Advisors
New Jersey
$214K -$26.8K -185 -10%
DDC
2116
DF Dent & Co
Maryland
$214K -$25.2K -174 -10%
EDRIA
2117
Edmonds Duncan Registered Investment Advisors
Kansas
$211K – – –
LFDLE
2118
La Financiere de L'Echiquier
France
$210K -$431K -2,976 -65%
KM
2119
Kalos Management
Georgia
$209K -$26.1K -180 -11%
KA
2120
Klingman & Associates
New York
$209K – – –
VCM
2121
Vision Capital Management
Oregon
$209K – – –
KA
2122
KLCM Advisors
Wisconsin
$209K +$44.2K +305 +24%
AP
2123
Atwood & Palmer
Missouri
$208K -$145 -1 -0.1%
LB
2124
Legacy Bridge
Iowa
$208K +$230K +1,589 New
VWM
2125
Valley Wealth Managers
New Jersey
$207K -$60.4K -417 -21%
83 84
85
86 87