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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3026
SP Asset Management
California
$633K +$349K +350 +107%
FGC
3027
First Growth Capital
Maryland
$632K – – –
SP
3028
Successful Portfolios
Florida
$632K -$16.9K -17 -2%
KIC
3029
Keating Investment Counselors
Florida
$631K -$174K -175 -21%
AC
3030
Asio Capital
Kentucky
$631K +$9.96K +10 +2%
WSWA
3031
Warren Street Wealth Advisors
California
$631K +$2.99K +3 +0.4%
HHWM
3032
Hiley Hunt Wealth Management
Nebraska
$631K +$996 +1 +0.1%
MWM
3033
Momentous Wealth Management
Washington
$630K +$2.99K +3 +0.4%
LCAM
3034
London & Capital Asset Management
United Kingdom
$629K +$163K +164 +32%
GFWA
3035
Grey Fox Wealth Advisors
Delaware
$626K +$667K +669 New
DBFM
3036
Dickmeyer Boyce Financial Management
Indiana
$623K +$102K +102 +18%
IA
3037
Invested Advisors
Pennsylvania
$623K +$14.9K +15 +2%
CAM
3038
Close Asset Management
United Kingdom
$623K -$26.9K -27 -4%
PFM
3039
Peak Financial Management
Massachusetts
$622K – – –
JC
3040
JB Capital
Connecticut
$622K -$141K -142 -18%
NBWM
3041
North Berkeley Wealth Management
California
$621K -$996 -1 -0.2%
SPWG
3042
Sage Private Wealth Group
Illinois
$621K +$347K +348 +110%
AWA
3043
AmeriServ Wealth Advisors
Pennsylvania
$620K -$94.7K -95 -13%
NB
3044
NBH Bank
Colorado
$619K +$660K +662 New
LF
3045
Lantz Financial
Illinois
$619K -$2.99K -3 -0.5%
KFS
3046
Krane Financial Solutions
California
$617K -$51.8K -52 -7%
IFS
3047
Ifrah Financial Services
Arkansas
$617K +$657K +659 New
PFSC
3048
Peoples Financial Services Corp
Pennsylvania
$616K -$8.97K -9 -1%
NDSI
3049
Newman Dignan & Sheerar Inc
Rhode Island
$615K +$8.97K +9 +1%
WH
3050
Willner & Heller
California
$611K +$14.9K +15 +2%
120 121
122
123 124