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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3051
Mayfair Advisory Group
Alabama
$338K -$28.9K -37 -8%
SFS
3052
Summit Financial Strategies
Ohio
$337K +$10.1K +13 +3%
THL
3053
Tillman Hartley LLC
Colorado
$337K -$129K -165 -29%
PD
3054
Planning Directions
Pennsylvania
$337K +$780 +1 +0.3%
MFP
3055
Meridian Financial Partners
Virginia
$336K – – –
TSW
3056
Three Seasons Wealth
Utah
$336K -$3.12K -4 -1%
JSAM
3057
J. Safra Asset Management
New York
$336K +$69.4K +89 +29%
KA
3058
Kure Advisory
Minnesota
$335K +$28.9K +37 +10%
RIM
3059
Rockbridge Investment Management
New York
$334K – – –
AIM
3060
Aspen Investment Management
Michigan
$334K -$3.9K -5 -1%
SR
3061
Syntax Research
Florida
$333K – – –
RIM
3062
Reliant Investment Management
Tennessee
$332K – – –
LW
3063
Libra Wealth
California
$331K – – –
MLFP
3064
MPS Loria Financial Planners
Illinois
$330K – – –
VBFP
3065
Valtinson Bruner Financial Planning
Minnesota
$329K – – –
RIS
3066
Retirement Income Solutions
Michigan
$329K +$15.6K +20 +5%
ST
3067
Sageworth Trust
Pennsylvania
$328K +$301K +386 New
UOTTAIMCU
3068
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$326K – – –
HWM
3069
HighMark Wealth Management
Minnesota
$326K – – –
UWM
3070
USAdvisors Wealth Management
Minnesota
$326K -$72.6K -93 -19%
LIM
3071
Lathrop Investment Management
Arkansas
$326K – – –
OAM
3072
Occidental Asset Management
California
$326K +$299K +383 New
KPWG
3073
KFA Private Wealth Group
Virginia
$325K -$82.7K -106 -22%
NEWAS
3074
N.E.W. Advisory Services
Wisconsin
$325K +$14K +18 +5%
APW
3075
Austin Private Wealth
Texas
$325K -$92.9K -119 -24%
121 122
123
124 125