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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2651
SSI Investment Management
California
$844K – – –
SVWG
2652
Shared Vision Wealth Group
United States
$844K -$129K -139 -13%
SHWM
2653
Smith & Howard Wealth Management
Georgia
$843K – – –
PIM
2654
Provident Investment Management
Michigan
$843K – – –
LOPW
2655
Live Oak Private Wealth
North Carolina
$842K -$18.6K -20 -2%
FCCM
2656
First City Capital Management
Georgia
$841K -$41.8K -45 -5%
SAM
2657
Sherman Asset Management
California
$841K +$852K +918 New
MAM
2658
McLean Asset Management
Virginia
$841K -$6.5K -7 -0.8%
RA
2659
Riversedge Advisors
Delaware
$840K +$43.6K +47 +5%
VWMG
2660
Virginia Wealth Management Group
Virginia
$839K – – –
NERM
2661
New England Research & Management
Illinois
$838K +$315K +340 +59%
KFS
2662
Kaizen Financial Strategies
California
$836K -$142K -153 -14%
TWA
2663
Tandem Wealth Advisors
Arizona
$836K +$26K +28 +3%
AFM
2664
Abbot Financial Management
Massachusetts
$834K +$48.3K +52 +6%
CMP
2665
Courage Miller Partners
Virginia
$834K – – –
TFM
2666
TFC Financial Management
Massachusetts
$832K +$928 +1 +0.1%
SAM
2667
SignalPoint Asset Management
Missouri
$831K -$3.71K -4 -0.4%
AWM
2668
Affinity Wealth Management
Delaware
$831K -$49.2K -53 -6%
SIS
2669
Sound Income Strategies
Florida
$831K -$47.3K -51 -5%
CAM
2670
Councilmark Asset Management
Tennessee
$829K – – –
CCP
2671
Clough Capital Partners
Massachusetts
$829K +$56.6K +61 +7%
MEG
2672
Millstone Evans Group
Colorado
$826K +$837K +902 New
PP
2673
Pacifica Partners
Canada
$825K -$13.9K -15 -2%
HFS
2674
Howard Financial Services
Texas
$822K +$28.8K +31 +4%
KIC
2675
Kensington Investment Counsel
California
$822K -$46.4K -50 -5%
105 106
107
108 109