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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2176
Isthmus Partners
Wisconsin
$284K – – –
CG
2177
Cynosure Group
Utah
$282K -$95.3K -1,655 -26%
SLA
2178
Silver Lake Advisory
Utah
$282K +$37.6K +653 +16%
MAP
2179
Milestone Advisory Partners
North Carolina
$281K – – –
WAM
2180
Winslow Asset Management
Ohio
$281K – – –
KLI
2181
Kelman-Lazarov Inc
Tennessee
$281K +$268K +4,651 New
LC
2182
Landaas & Company
Wisconsin
$280K – – –
LIM
2183
Loudon Investment Management
New Hampshire
$279K – – –
KA
2184
Klingman & Associates
New York
$278K -$17.4K -302 -6%
TVAMP
2185
Tennessee Valley Asset Management Partners
Tennessee
$278K -$14.3K -249 -5%
TFGT
2186
TS Financial Group (TSFG)
Illinois
$278K +$346 +6 +0.1%
BCA
2187
Biltmore Capital Advisors
New Jersey
$278K +$9.5K +165 +4%
CP
2188
Camelot Portfolios
Ohio
$277K -$65.7K -1,141 -20%
SCM
2189
Silvant Capital Management
Georgia
$277K -$29.8K -517 -10%
NCM
2190
Noesis Capital Mangement
Florida
$275K -$23K -400 -8%
NQWM
2191
Northwest Quadrant Wealth Management
Oregon
$274K +$57.7K +1,002 +29%
TIM
2192
Total Investment Management
Arizona
$273K – – –
FFS
2193
Founders Financial Securities
Maryland
$273K +$260K +4,520 New
RVPG
2194
Relative Value Partners Group
$273K +$261K +4,524 New
RW
2195
REDW Wealth
New Mexico
$272K +$691 +12 +0.3%
EPP
2196
ETF Portfolio Partners
Kansas
$271K – – –
KB
2197
Kimelman & Baird
New York
$271K – – –
SAM
2198
SP Asset Management
California
$270K +$864 +15 +0.3%
CCFM
2199
Clear Creek Financial Management
Washington
$269K -$84.2K -1,462 -24%
LFA
2200
Legacy Financial Advisors
Kentucky
$265K -$29.4K -510 -10%
86 87
88
89 90