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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3351
Bourgeon Capital Management
Connecticut
$468K -$16.6K -17 -3%
SHJ
3352
Sharkey, Howes & Javer
Colorado
$467K – – –
RWM
3353
Reston Wealth Management
Virginia
$467K -$7.8K -8 -2%
FBC
3354
Fairfield, Bush & Co
Connecticut
$466K +$127K +130 +38%
BBA
3355
Braun-Bostich & Associates
Pennsylvania
$466K +$67.2K +69 +17%
SPWG
3356
Syntegra Private Wealth Group
Missouri
$465K -$98.4K -101 -18%
BIA
3357
Bell Investment Advisors
California
$465K +$27.3K +28 +6%
LC
3358
Landaas & Company
Wisconsin
$463K – – –
MWM
3359
Meritas Wealth Management
California
$463K – – –
WN
3360
Williams & Novak
California
$463K -$210K -215 -32%
GBWM
3361
Granite Bay Wealth Management
New Hampshire
$462K +$15.6K +16 +4%
LBC
3362
Lowe Brockenbrough & Co
Virginia
$460K -$108K -111 -19%
AF
3363
Affiance Financial
Minnesota
$460K +$12.7K +13 +3%
PT
3364
Plimoth Trust
Massachusetts
$459K -$45.8K -47 -9%
GDP
3365
Great Diamond Partners
Maine
$459K +$5.85K +6 +1%
RCI
3366
RS Crum Inc
California
$457K -$13.6K -14 -3%
WLPWM
3367
Walled Lake Planning & Wealth Management
Illinois
$457K – – –
SWAG
3368
Spectrum Wealth Advisory Group
California
$457K -$52.6K -54 -11%
FCMT
3369
Founders Capital Management (Texas)
Texas
$456K – – –
HPIA
3370
Hamilton Point Investment Advisors
North Carolina
$456K – – –
OCM
3371
Osterweis Capital Management
California
$453K -$33.1K -34 -7%
PB
3372
Prosperity Bancshares
Texas
$453K +$108K +111 +32%
FWA
3373
FORM Wealth Advisors
Wisconsin
$452K +$207K +212 +88%
SWM
3374
Seaside Wealth Management
California
$451K +$10.7K +11 +2%
PWP
3375
Precedent Wealth Partners
Texas
$451K -$5.85K -6 -1%
133 134
135
136 137