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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2701
Beto Financial Group
Idaho
$914K -$36.9K -37 -4%
FBT
2702
First Bankers Trust
Kentucky
$914K -$56.8K -57 -6%
BMWM
2703
Brown Miller Wealth Management
Virginia
$914K +$22.9K +23 +2%
DM
2704
Diversified Management
Wisconsin
$912K -$273K -274 -22%
PWA
2705
Pitcairn Wealth Advisors
Pennsylvania
$911K -$45.8K -46 -5%
SSW
2706
Smith Shellnut Wilson
Mississippi
$911K -$50.8K -51 -5%
CTC
2707
Cetera Trust Company
Minnesota
$911K – – –
RLIM
2708
Red Lighthouse Investment Management
New York
$910K +$5.98K +6 +0.6%
PP
2709
Pacifica Partners
Canada
$909K -$1.99K -2 -0.2%
MCM
2710
Mendel Capital Management
Arkansas
$908K +$4.98K +5 +0.5%
AIC
2711
Archer Investment Corporation
Indiana
$907K +$28.9K +29 +3%
KFI
2712
Key Financial Inc
Pennsylvania
$906K +$135K +135 +16%
SOAG
2713
Silver Oak Advisory Group
Oregon
$905K -$49.8K -50 -5%
WIM
2714
Waycross Investment Management
Washington
$905K – – –
FZCM
2715
Flynn Zito Capital Management
New York
$905K -$54.8K -55 -5%
SGC
2716
Slocum, Gordon & Co
Rhode Island
$905K -$68.7K -69 -7%
KAS
2717
KPP Advisory Services
Kentucky
$903K -$19.9K -20 -2%
TFA
2718
Trinity Financial Advisors
Ohio
$903K – – –
BB
2719
Berkshire Bank
Massachusetts
$901K +$56.8K +57 +6%
MAA
2720
Mraz Amerine & Associates
California
$900K – – –
TCOTS
2721
Trust Company of the South
North Carolina
$899K – – –
MIC
2722
Meridian Investment Counsel
California
$898K – – –
GCA
2723
Gradient Capital Advisors
California
$898K +$17.9K +18 +2%
CBB
2724
Citizens Business Bank
California
$895K -$113K -113 -11%
LWM
2725
LJI Wealth Management
Indiana
$894K -$4.98K -5 -0.5%
107 108
109
110 111