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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1126
Delta Asset Management
Tennessee
$475K -$22.1K -112 -5%
WIA
1127
Wealthstreet Investment Advisors
Texas
$473K +$198K +1,000 +79%
VDFA
1128
Vickerman & Driscoll Financial Advisors
Washington
$472K -$291K -1,473 -39%
BC
1129
Burney Company
Virginia
$471K +$15.4K +78 +4%
SFG
1130
SNS Financial Group
Minnesota
$471K +$19.8K +100 +5%
SWM
1131
SVA Wealth Management
Wisconsin
$469K -$56.1K -284 -11%
PHAM
1132
Palisades Hudson Asset Management
Florida
$462K – – –
SC
1133
Scholtz & Company
Connecticut
$460K +$435K +2,200 New
CCA
1134
Cobblestone Capital Advisors
New York
$458K +$1.38K +7 +0.3%
CPO
1135
Cerity Partners OCIO
New York
$456K -$33.6K -170 -7%
CGA
1136
Crescent Grove Advisors
Illinois
$456K +$39.5K +200 +10%
BC
1137
Banced Corp
Illinois
$453K -$37.7K -191 -8%
TIM
1138
Tortoise Investment Management
New York
$450K +$29.6K +150 +7%
BC
1139
Brinker Capital
Pennsylvania
$446K +$67.2K +340 +19%
CA
1140
Cynosure Advisors
Utah
$443K – – –
CT
1141
Cambridge Trust
Massachusetts
$439K -$31K -157 -7%
HCM
1142
Harvest Capital Management
New Hampshire
$439K – – –
MC
1143
Mathes Company
New York
$439K – – –
USGIU
1144
U.S. Global Investors (USGI)
Texas
$439K +$415K +2,100 New
DT
1145
Diversified Trust
Tennessee
$438K -$593 -3 -0.1%
AI
1146
Accredited Investors
Minnesota
$438K – – –
DP
1147
Dearborn Partners
Illinois
$436K -$71.3K -361 -15%
JFGIW
1148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$434K +$7.51K +38 +2%
GWS
1149
Glassman Wealth Services
Virginia
$431K -$64.2K -325 -14%
SFSIG
1150
San Francisco Sentry Investment Group
California
$430K -$1.05M -5,339 -72%
44 45
46
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