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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2551
Key Financial Inc
Pennsylvania
$320K +$34.4K +68 +13%
VPP
2552
Vertex Planning Partners
Illinois
$318K +$3.54K +7 +1%
PCA
2553
Prosperity Capital Advisors
Ohio
$318K -$8.6K -17 -3%
ECM
2554
Ensemble Capital Management
California
$318K – – –
AC
2555
Asio Capital
Kentucky
$318K +$6.58K +13 +2%
TA
2556
Townsend & Associates
Colorado
$316K – – –
PFM
2557
Peak Financial Management
Massachusetts
$315K – – –
EIG
2558
Ellenbecker Investment Group
Wisconsin
$314K +$506 +1 +0.2%
CA
2559
Callahan Advisors
Texas
$313K – – –
CYG
2560
Clean Yield Group
Vermont
$312K -$2.53K -5 -0.9%
AGA
2561
Arkos Global Advisors
Texas
$312K +$40K +79 +16%
CS
2562
Crescent Sterling
Louisiana
$312K +$45K +89 +18%
NDSI
2563
Newman Dignan & Sheerar Inc
Rhode Island
$310K -$2.53K -5 -0.9%
MIA
2564
MainStreet Investment Advisors
Illinois
$310K -$4.05K -8 -1%
HW
2565
Hamilton Wealth
California
$310K +$6.07K +12 +2%
TBWA
2566
Three Bridge Wealth Advisors
California
$309K – – –
MAC
2567
Mason & Associates (California)
California
$308K – – –
MIC
2568
Means Investment Company
Maine
$308K +$16.7K +33 +6%
PPW
2569
Pasadena Private Wealth
California
$307K +$288K +570 New
YWS
2570
Yarger Wealth Strategies
Ohio
$307K +$3.54K +7 +1%
IFO
2571
Independent Family Office
New York
$307K – – –
GCM
2572
Graham Capital Management
Connecticut
$306K +$287K +568 New
SWRP
2573
Summit Wealth & Retirement Planning
California
$305K -$271K -536 -49%
CWAF
2574
Core Wealth Advisors (Florida)
Florida
$305K – – –
LS
2575
Livforsakringsbolaget Skandia
Sweden
$304K – – –
101 102
103
104 105