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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
SignalPoint Asset Management
Missouri
$230K +$4.73K +21 +2%
BCI
1402
Brinker Capital Investments
Pennsylvania
$228K +$147K +652 +204%
FWP
1403
FAS Wealth Partners
Kansas
$227K +$217K +965 New
DWM
1404
Doyle Wealth Management
Florida
$223K +$214K +950 New
MCP
1405
Mirador Capital Partners
California
$220K +$211K +935 New
BWP
1406
BSW Wealth Partners
Colorado
$220K +$211K +937 New
NCM
1407
Novare Capital Management
North Carolina
$218K -$20K -89 -9%
PHS
1408
Pekin Hardy Strauss
Illinois
$218K +$209K +930 New
CL
1409
Choreo LLC
Illinois
$217K -$382K -1,697 -65%
FC
1410
Financial Consulate
Maryland
$217K +$208K +923 New
SAM
1411
Strategy Asset Managers
California
$216K +$207K +921 New
PFM
1412
Parsec Financial Management
North Carolina
$216K +$207K +918 New
ERIM
1413
Eagle Ridge Investment Management
Connecticut
$216K +$207K +921 New
EF
1414
Exeter Financial
Arizona
$215K +$206K +916 New
WA
1415
Wealth Architects
California
$214K +$205K +909 New
CBA
1416
Coastal Bridge Advisors
Connecticut
$213K +$205K +908 New
SCA
1417
Sage Capital Advisors
South Dakota
$212K -$1.41M -6,241 -87%
ET
1418
Equitable Trust
Tennessee
$212K +$203K +902 New
SRSA
1419
S.R. Schill & Associates
Washington
$212K +$203K +903 New
KCPG
1420
Kavar Capital Partners Group
Kansas
$211K – – –
ST
1421
Sabal Trust
Florida
$211K +$203K +900 New
LOAMS
1422
Lombard Odier Asset Management (Switzerland)
Switzerland
$210K +$202K +896 New
AIA
1423
AIMZ Investment Advisors
California
$209K +$200K +890 New
EWF
1424
Epstein & White Financial
California
$209K +$201K +893 New
EWG
1425
Executive Wealth Group
Washington
$208K +$200K +887 New
55 56
57
58 59