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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
2501
Werba Rubin Papier Wealth Management
California
$279K +$299K +612 New
WHC
2502
Wulff, Hansen & Co
California
$278K – – –
MCI
2503
MRP Capital Investments
Georgia
$278K +$298K +610 New
IIM
2504
InTrack Investment Management
Vermont
$278K +$298K +609 New
WFS
2505
Widmann Financial Services
Maryland
$278K – – –
AO
2506
Advisor OS
Illinois
$278K +$297K +608 New
BMD
2507
Better Money Decisions
New Mexico
$277K -$12.2K -25 -4%
IBOK
2508
Independence Bank of Kentucky
Kentucky
$277K +$238K +487 +406%
PWM
2509
Prentice Wealth Management
New York
$277K +$23.9K +49 +9%
KIC
2510
Kensington Investment Counsel
California
$275K – – –
JC
2511
JB Capital
Connecticut
$275K +$1.47K +3 +0.5%
FM
2512
Foster & Motley
Ohio
$275K +$31.3K +64 +12%
CWP
2513
Curated Wealth Partners
California
$275K +$3.42K +7 +1%
AF
2514
Apexium Financial
Texas
$275K – – –
AFPL
2515
Advus Financial Partners, LLC
Florida
$275K -$64.5K -132 -18%
RCA
2516
Rex Capital Advisors
Rhode Island
$274K – – –
BAM
2517
Baldrige Asset Management
Pennsylvania
$274K +$3.91K +8 +1%
MWM
2518
Meritas Wealth Management
California
$274K +$293K +600 New
SQA
2519
Simon Quick Advisors
New Jersey
$274K +$293K +600 New
AAM
2520
Aureus Asset Management
Massachusetts
$274K -$61.1K -125 -17%
SWA
2521
Sax Wealth Advisors
New Jersey
$273K +$1.96K +4 +0.7%
ACM
2522
AUA Capital Management
Pennsylvania
$273K – – –
CCG
2523
Chatham Capital Group
Georgia
$273K – – –
FCM
2524
Firestone Capital Management
Florida
$273K – – –
CWP
2525
Concord Wealth Partners
Virginia
$272K +$14.2K +29 +5%
99 100
101
102 103