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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2701
Cornerstone Capital
California
$220K +$217K +442 New
MCM
2702
Monument Capital Management
Virginia
$219K +$216K +441 New
SCA
2703
Sandy Cove Advisors
Massachusetts
$219K +$216K +441 New
MSWM
2704
McGlone Suttner Wealth Management
Wisconsin
$219K +$216K +440 New
PWA
2705
PCG Wealth Advisors
Kansas
$219K – – –
DPI
2706
Diversified Portfolios Inc
Michigan
$218K -$25.5K -52 -11%
FCMT
2707
Founders Capital Management (Texas)
Texas
$218K – – –
SWM
2708
Seaside Wealth Management
California
$218K +$215K +438 New
JMFC
2709
J.M. Forbes & Co
Massachusetts
$218K +$215K +439 New
BZWA
2710
Blue Zone Wealth Advisors
California
$218K -$70.1K -143 -25%
RC
2711
Reik & Co
New York
$217K +$214K +437 New
SPC
2712
Stewart & Patten Company
California
$217K -$5.88K -12 -3%
PSIWM
2713
Paradigm Strategies in Wealth Management
Minnesota
$217K +$214K +436 New
VFP
2714
Verus Financial Partners
Virginia
$216K – – –
AWM
2715
Accel Wealth Management
Iowa
$216K – – –
E
2716
ETFidea
New York
$215K +$212K +433 New
TIM
2717
Total Investment Management
Arizona
$213K +$210K +429 New
HHRDM
2718
H&H Retirement Design & Management
Nevada
$213K +$490 +1 +0.2%
RFN
2719
RDA Financial Network
Iowa
$211K +$208K +424 New
TIAM2
2720
Tru Independence Asset Management 2
Oregon
$211K +$208K +424 New
WA
2721
Waddell & Associates
Tennessee
$210K +$207K +423 New
CFAM
2722
Coury Firm Asset Management
Pennsylvania
$210K +$207K +422 New
NRD
2723
Nebula Research & Development
New York
$210K +$207K +422 New
AAMC
2724
Asset Allocation & Management Company
Illinois
$209K -$255K -520 -55%
CP
2725
Covenant Partners
Tennessee
$209K -$268K -547 -57%
107 108
109
110 111