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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
3051
Keating Investment Counselors
Florida
$631K -$174K -175 -21%
AC
3052
Asio Capital
Kentucky
$631K +$9.96K +10 +2%
WSWA
3053
Warren Street Wealth Advisors
California
$631K +$2.99K +3 +0.4%
HHWM
3054
Hiley Hunt Wealth Management
Nebraska
$631K +$996 +1 +0.1%
MWM
3055
Momentous Wealth Management
Washington
$630K +$2.99K +3 +0.4%
LCAM
3056
London & Capital Asset Management
United Kingdom
$629K +$163K +164 +32%
GFWA
3057
Grey Fox Wealth Advisors
Delaware
$626K +$667K +669 New
DBFM
3058
Dickmeyer Boyce Financial Management
Indiana
$623K +$102K +102 +18%
IA
3059
Invested Advisors
Pennsylvania
$623K +$14.9K +15 +2%
CAM
3060
Close Asset Management
United Kingdom
$623K -$26.9K -27 -4%
PFM
3061
Peak Financial Management
Massachusetts
$622K – – –
JC
3062
JB Capital
Connecticut
$622K -$141K -142 -18%
NBWM
3063
North Berkeley Wealth Management
California
$621K -$996 -1 -0.2%
SPWG
3064
Sage Private Wealth Group
Illinois
$621K +$347K +348 +110%
AWA
3065
AmeriServ Wealth Advisors
Pennsylvania
$620K -$94.7K -95 -13%
NB
3066
NBH Bank
Colorado
$619K +$660K +662 New
LF
3067
Lantz Financial
Illinois
$619K -$2.99K -3 -0.5%
KFS
3068
Krane Financial Solutions
California
$617K -$51.8K -52 -7%
IFS
3069
Ifrah Financial Services
Arkansas
$617K +$657K +659 New
PFSC
3070
Peoples Financial Services Corp
Pennsylvania
$616K -$8.97K -9 -1%
NDSI
3071
Newman Dignan & Sheerar Inc
Rhode Island
$615K +$8.97K +9 +1%
WH
3072
Willner & Heller
California
$611K +$14.9K +15 +2%
LOAME
3073
Lombard Odier Asset Management (Europe)
United Kingdom
$611K +$651K +653 New
MIP
3074
Marietta Investment Partners
Wisconsin
$610K – – –
BPFA
3075
Barnes Pettey Financial Advisors
Mississippi
$610K +$24.9K +25 +4%
121 122
123
124 125