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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1401
Heritage Wealth Advisors
Virginia
$797K +$67.2K +200 +10%
WPW
1402
Waldron Private Wealth
Pennsylvania
$793K +$77.3K +230 +11%
RWM
1403
Ritholtz Wealth Management
New York
$793K +$85K +253 +13%
ACP
1404
Aviance Capital Partners
Florida
$785K +$3.36K +10 +0.5%
MIM
1405
Moseley Investment Management
Florida
$785K +$61.8K +184 +9%
CA
1406
Cornerstone Advisory
Maryland
$784K – – –
TF
1407
Trek Financial
Arizona
$784K +$58.1K +173 +8%
NPA
1408
Nichols & Pratt Advisers
Massachusetts
$781K – – –
CAG
1409
Curtis Advisory Group
California
$779K – – –
CIM
1410
CIM Investment Management
Pennsylvania
$772K -$7.06K -21 -1%
AIM
1411
Aspen Investment Management
Michigan
$772K +$1.68K +5 +0.2%
MC
1412
Mathes Company
New York
$771K – – –
MSWMA
1413
Market Street Wealth Management Advisors
Indiana
$764K – – –
SSWM
1414
Sheets Smith Wealth Management
North Carolina
$763K +$6.72K +20 +0.9%
DTL
1415
Dynamic Technology Lab
Singapore
$760K -$251K -747 -26%
VFM
1416
Vivid Financial Management
California
$760K -$1.34K -4 -0.2%
WQ
1417
Wealth Quarterback
New Jersey
$760K – – –
PHAM
1418
Palisades Hudson Asset Management
Florida
$757K – – –
PIA
1419
Perennial Investment Advisors
California
$757K +$423K +1,259 +145%
TFS
1420
TrustCore Financial Services
Tennessee
$756K -$44.7K -133 -6%
BWL
1421
Bogart Wealth LLC
Virginia
$756K +$123K +367 +21%
PAS
1422
Partnervest Advisory Services
California
$754K +$179K +533 +34%
NP
1423
NorthRock Partners
Minnesota
$753K +$50.7K +151 +8%
VCP
1424
Vista Capital Partners
Oregon
$752K -$72.6K -216 -9%
PTP
1425
Platform Technology Partners
New York
$751K +$86.7K +258 +14%
55 56
57
58 59