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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2476
Studio Investment Management
Illinois
$278K -$24.1K -47 -9%
ARMC
2477
American Research & Management Company
Massachusetts
$278K – – –
JBA
2478
Johnson Bixby & Associates
Washington
$277K +$250K +488 New
GCM
2479
Gables Capital Management
Florida
$276K +$159K +310 +175%
ST
2480
Sentinel Trust
Texas
$276K +$249K +486 New
DI
2481
DAGCO Inc
Ohio
$275K – – –
PD
2482
Planning Directions
Pennsylvania
$275K – – –
QCM
2483
Quest Capital Management
Texas
$275K +$1.54K +3 +0.6%
NDSI
2484
Newman Dignan & Sheerar Inc
Rhode Island
$275K +$5.63K +11 +2%
TCWM
2485
Total Clarity Wealth Management
Illinois
$275K +$63.5K +124 +34%
AIA
2486
Allied Investment Advisors
Montana
$275K +$248K +485 New
FBC
2487
Fairfield, Bush & Co
Connecticut
$274K -$33.8K -66 -12%
KIG
2488
Kowal Investment Group
Wisconsin
$274K +$90.7K +177 +58%
BFS
2489
Beacon Financial Strategies
North Carolina
$273K – – –
W
2490
Wealthquest
Ohio
$273K -$48.1K -94 -16%
AIC
2491
Ayalon Insurance Company
Israel
$270K – – –
PLFAM
2492
Pineno Levin & Ford Asset Management
Virginia
$270K – – –
G
2493
GenTrust
Florida
$269K -$53.3K -104 -16%
RAM
2494
Riggs Asset Management
Pennsylvania
$269K – – –
HW
2495
Hamilton Wealth
California
$268K +$242K +472 New
TSWM
2496
Tyler-Stone Wealth Management
Ohio
$268K +$242K +472 New
SFP
2497
Sandbox Financial Partners
Maryland
$267K +$2.05K +4 +0.9%
VCM
2498
Vivaldi Capital Management
Illinois
$266K -$7.17K -14 -3%
JLBC
2499
J.L. Bainbridge & Co
Florida
$265K – – –
OIM
2500
Oder Investment Management
California
$265K +$239K +466 New
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100
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