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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Darwin Wealth Management
Florida
$405K +$11.6K +53 +3%
QCG
1302
Quadrant Capital Group
Ohio
$404K +$230K +1,052 +153%
GTAM
1303
Global Trust Asset Management
Florida
$404K +$350K +1,600 +2,286%
EWM
1304
Endurance Wealth Management
Rhode Island
$401K – – –
HI
1305
Horizon Investments
North Carolina
$401K +$363K +1,660 New
TMAM
1306
Tokio Marine Asset Management
Japan
$400K +$80.1K +366 +28%
MS
1307
Marshall & Sullivan
Washington
$399K +$17.9K +82 +5%
BCA
1308
Berman Capital Advisors
Georgia
$396K +$36.3K +166 +11%
TPWA
1309
TRUE Private Wealth Advisors
Oregon
$394K -$249K -1,139 -41%
RCM
1310
Radnor Capital Management
Pennsylvania
$393K +$43.7K +200 +14%
CHP
1311
Cable Hill Partners
Oregon
$392K +$27.3K +125 +8%
PL
1312
Perpetual Ltd
Australia
$390K – – –
BOE
1313
Bank of Edwardsville
Illinois
$389K +$351K +1,605 New
SWA
1314
Stratos Wealth Advisors
Ohio
$388K +$59.9K +274 +21%
BIA
1315
Bigelow Investment Advisors
Maine
$387K +$5.47K +25 +2%
MGIA
1316
Moneta Group Investment Advisors
Missouri
$385K -$34.6K -158 -9%
BST
1317
Bath Savings Trust
Maine
$385K -$6.56K -30 -2%
CAN
1318
Claraphi Advisory Network
United States
$384K +$24.3K +111 +8%
HH
1319
Hilltop Holdings
Texas
$383K +$346K +1,583 New
S
1320
Surevest
California
$381K -$44.6K -204 -11%
BCM
1321
Brookmont Capital Management
Texas
$380K – – –
CBFP
1322
Cedar Brook Financial Partners
Ohio
$380K +$29.7K +136 +9%
EAM
1323
Evanson Asset Management
California
$379K +$2.41K +11 +0.7%
BFO
1324
Biltmore Family Office
North Carolina
$378K – – –
MWM
1325
Meridian Wealth Management
Kentucky
$378K +$341K +1,561 New
51 52
53
54 55