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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
2726
Smith, Moore & Co
Missouri
$935K -$975 -1 -0.1%
LRIC
2727
Long Road Investment Counsel
Michigan
$935K – – –
MAM
2728
McLean Asset Management
Virginia
$935K +$18.5K +19 +2%
OCPWS
2729
One Charles Private Wealth Services
Massachusetts
$932K +$6.82K +7 +0.8%
CCA
2730
Conestoga Capital Advisors
Pennsylvania
$932K – – –
FFC
2731
First Financial Corp
Indiana
$931K – – –
LA
2732
Lifeworks Advisors
Michigan
$928K +$6.82K +7 +0.8%
PCM
2733
Polymer Capital Management
New York
$927K +$413K +424 +84%
MEG
2734
Millstone Evans Group
Colorado
$925K – – –
LWM
2735
Liberty Wealth Management
California
$924K -$116K -119 -11%
DAS
2736
Diversify Advisory Services
Utah
$924K -$26.7M -27,408 -97%
HA
2737
Helium Advisors
Washington
$922K -$975 -1 -0.1%
VIA
2738
Victrix Investment Advisors
Florida
$922K +$86.7K +89 +11%
PCM
2739
Permanent Capital Management
Illinois
$920K +$27.3K +28 +3%
SCP
2740
Stamos Capital Partners
California
$920K -$131K -134 -13%
SSC
2741
Syverson Strege & Co
Iowa
$920K -$52.6K -54 -6%
BAG
2742
Bridgewealth Advisory Group
California
$918K -$13.6K -14 -1%
SAM
2743
Sherman Asset Management
California
$918K +$2.92K +3 +0.3%
PIM
2744
Provident Investment Management
Michigan
$917K – – –
GA
2745
GFS Advisors
Texas
$916K -$51.6K -53 -5%
IIM
2746
Ironwood Investment Management
Massachusetts
$916K +$896K +919 New
G
2747
GenTrust
Florida
$915K +$895K +918 New
SH
2748
SLT Holdings
Arizona
$914K +$54.6K +56 +6%
LOPW
2749
Live Oak Private Wealth
North Carolina
$913K -$9.74K -10 -1%
PCFFS
2750
Pacific Center for Financial Services
California
$912K -$33.1K -34 -4%
108 109
110
111 112