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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2801
Saxony Capital Management
Missouri
$401K +$55K +77 +16%
MAA
2802
Matrix Asset Advisors
New York
$401K – – –
CRIG
2803
Charter Research & Investment Group
Connecticut
$401K – – –
CG
2804
Clifford Group
Massachusetts
$400K – – –
T
2805
TCWP
Ohio
$400K – – –
MSWM
2806
McGlone Suttner Wealth Management
Wisconsin
$397K +$45.7K +64 +13%
GWM
2807
GDS Wealth Management
Texas
$397K +$99.2K +139 +34%
WIM
2808
Waycross Investment Management
Washington
$396K – – –
CCG
2809
Chatham Capital Group
Georgia
$394K – – –
BAM
2810
Berkshire Asset Management
Pennsylvania
$393K -$7.14K -10 -2%
AWM
2811
Accel Wealth Management
Iowa
$392K +$148K +208 +63%
LWA
2812
Ledgewood Wealth Advisors
New Hampshire
$392K – – –
UI
2813
Unconventional Investor
New Hampshire
$390K – – –
RFP
2814
Root Financial Partners
California
$389K +$379K +531 New
FNB
2815
Farmers National Bank
Kentucky
$388K +$95.7K +134 +34%
BMC
2816
Bear Mountain Capital
Washington
$388K – – –
MBI
2817
May Barnhard Investments
Maryland
$387K -$76.4K -107 -17%
WMA
2818
West Michigan Advisors
Michigan
$386K -$139K -195 -27%
EIG
2819
Ellenbecker Investment Group
Wisconsin
$386K -$7.14K -10 -2%
VAM
2820
Verity Asset Management
North Carolina
$385K -$2.14K -3 -0.6%
SIC
2821
Samalin Investment Counsel
New York
$384K -$25.7K -36 -6%
E3F
2822
Eight 31 Financial
Texas
$382K +$15K +21 +4%
FIM
2823
FWL Investment Management
Texas
$381K +$368K +515 +10,300%
WLPWM
2824
Walled Lake Planning & Wealth Management
Illinois
$381K +$5.71K +8 +2%
GCA
2825
Gradient Capital Advisors
California
$381K -$9.28K -13 -2%
111 112
113
114 115