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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2901
Seaside Wealth Management
California
$297K +$7.11K +12 +3%
PCM
2902
Pennsylvania Capital Management
Pennsylvania
$297K +$29.6K +50 +13%
RWM
2903
RBA Wealth Management
California
$296K +$2.96K +5 +1%
PC
2904
Port Capital
Illinois
$296K -$35K -59 -12%
LCM
2905
LVM Capital Management
Michigan
$296K – – –
SXL
2906
Summit X LLC
Missouri
$295K +$31.4K +53 +13%
B
2907
Birchbrook
Maine
$295K +$265K +447 New
BFS
2908
Beacon Financial Strategies
North Carolina
$295K -$6.52K -11 -2%
GHAM
2909
Gilman Hill Asset Management
Connecticut
$295K -$13K -22 -5%
PPW
2910
Pasadena Private Wealth
California
$294K – – –
AWM
2911
Aprio Wealth Management
Georgia
$294K +$21.9K +37 +9%
HKIMG
2912
Hutchens & Kramer Investment Management Group
Indiana
$293K -$9.48K -16 -3%
MWA
2913
Martel Wealth Advisors
Washington
$293K -$5.33K -9 -2%
PGA
2914
Portland Global Advisors
Maine
$293K – – –
PAG
2915
Paladin Advisory Group
Iowa
$292K -$5.33K -9 -2%
CC
2916
Cornerstone Capital
California
$292K – – –
RC
2917
Reik & Co
New York
$292K – – –
UOTTAIMCU
2918
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$292K +$59.3K +100 +29%
SCA
2919
STALEY CAPITAL ADVISERS
Pennsylvania
$291K – – –
BB
2920
Burford Brothers
Texas
$290K +$261K +440 New
PWA
2921
PCG Wealth Advisors
Kansas
$290K – – –
MPM
2922
Meritage Portfolio Management
Kansas
$290K +$260K +439 New
FAM
2923
Flaharty Asset Management
Florida
$290K +$39.7K +67 +18%
HWA
2924
HHM Wealth Advisors
Tennessee
$290K – – –
SNBOSD
2925
Security National Bank of So Dak
Iowa
$290K – – –
115 116
117
118 119