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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WealthSource Partners
California
$951K +$389K +1,562 +77%
EH
1027
Employers Holdings
Nevada
$951K +$897K +3,600 New
IB
1028
Intrust Bank
Kansas
$945K -$87.7K -352 -9%
DWM
1029
Dorchester Wealth Management
Quebec, Canada
$942K -$734K -2,945 -45%
FI
1030
FormulaFolio Investments
Michigan
$941K -$743K -2,980 -46%
PCM
1031
Princeton Capital Management
New Jersey
$937K +$19.9K +80 +2%
RA
1032
Rational Advisors
New York
$937K +$529K +2,122 +149%
BRC
1033
Bell Rock Capital
Delaware
$936K -$756K -3,032 -46%
DSC
1034
Duncker Streett & Co
Missouri
$932K +$34.9K +140 +4%
RS
1035
Robeco Schweiz
Switzerland
$929K – – –
AT
1036
Arden Trust
Delaware
$928K -$27.7K -111 -3%
SIAG
1037
Signet Investment Advisory Group
Rhode Island
$923K +$7.48K +30 +0.9%
IA
1038
IFG Advisory
Georgia
$922K -$5.48K -22 -0.6%
CMBA
1039
C.M. Bidwell & Associates
Hawaii
$921K -$12.5K -50 -1%
CCMG
1040
Clark Capital Management Group
Pennsylvania
$912K +$75K +301 +10%
III
1041
Independent Investors Inc
New York
$910K – – –
PCM
1042
Pointe Capital Management
Michigan
$910K – – –
GLLW
1043
Graves Light Lenhart Wealth
Virginia
$909K -$19.2K -77 -2%
NQWM
1044
Northwest Quadrant Wealth Management
Oregon
$909K -$9.72K -39 -1%
AAS
1045
Avantax Advisory Services
Texas
$908K +$131K +525 +18%
LB
1046
Legacy Bridge
Iowa
$906K +$2.99K +12 +0.4%
MPI
1047
Mairs & Power Inc
Minnesota
$904K -$7.73K -31 -0.9%
EFS
1048
Essex Financial Services
Connecticut
$891K +$174K +700 +26%
HCM
1049
Horan Capital Management
Maryland
$889K -$2.49K -10 -0.3%
HA
1050
Harfst & Associates
Wyoming
$885K -$21.9K -88 -3%
40 41
42
43 44