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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
926
Buckley Wealth Management
Nevada
$9.26M -$177K -191 -2%
P
927
Pitcairn
Pennsylvania
$9.26M -$234K -252 -2%
AFG
928
Atomi Financial Group
New York
$9.25M +$618K +666 +7%
PA
929
Procyon Advisors
Connecticut
$9.25M +$888K +957 +10%
MVA
930
Mount Vernon Associates
Maryland
$9.25M -$13K -14 -0.1%
SAM
931
Sawgrass Asset Management
Florida
$9.24M -$591K -637 -6%
GWM
932
Geneos Wealth Management
Colorado
$9.23M -$444K -479 -5%
KWS
933
Keystone Wealth Services
California
$9.21M +$900K +970 +11%
DT
934
Diversified Trust
Tennessee
$9.15M +$2.19M +2,355 +31%
HIC
935
Hartline Investment Corp
Illinois
$9.14M -$46.4K -50 -0.5%
NCM
936
Nelson Capital Management
California
$9.06M -$486K -524 -5%
DWT
937
Dorsey & Whitney Trust
South Dakota
$9.06M +$467K +503 +5%
TBA
938
Tower Bridge Advisors
Pennsylvania
$9.05M +$105K +113 +1%
GIA
939
Gladstone Institutional Advisory
Florida
$9.03M +$761K +820 +9%
RFA
940
ROI Financial Advisors
Oregon
$8.98M -$369K -398 -4%
ADEF
941
Adams Diversified Equity Fund
Maryland
$8.98M – – –
FPAS
942
Focus Partners Advisor Solutions
Missouri
$8.94M +$5.18M +5,579 +134%
IWM
943
IHT Wealth Management
Illinois
$8.93M -$751K -809 -8%
SCM
944
Schnieders Capital Management
California
$8.91M -$3.35M -3,607 -27%
CT
945
Coastline Trust
Rhode Island
$8.89M +$634K +683 +8%
SCA
946
Sage Capital Advisors
South Dakota
$8.89M +$19.5K +21 +0.2%
AWM
947
Angeles Wealth Management
California
$8.88M +$714K +769 +9%
GIM
948
Goelzer Investment Management
Indiana
$8.87M -$135K -146 -1%
BP
949
Ballentine Partners
Massachusetts
$8.84M -$56.6K -61 -0.6%
IFWM
950
Institute for Wealth Management
Colorado
$8.82M -$90.9K -98 -1%
36 37
38
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