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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1426
Wendell David Associates
New Hampshire
$392K – – –
GFS
1427
GYL Financial Synergies
Connecticut
$392K +$15.8K +56 +4%
BHA
1428
Beech Hill Advisors
New York
$389K – – –
WPA
1429
West Paces Advisors
Georgia
$388K – – –
FAT
1430
First American Trust
California
$388K +$19.7K +70 +5%
NA
1431
Nottingham Advisors
New York
$385K -$62.2K -221 -14%
AC
1432
Addison Capital
Pennsylvania
$385K – – –
CS
1433
Cannell & Spears
New York
$385K – – –
CIP
1434
Convergence Investment Partners
Florida
$381K -$45.9K -163 -11%
PFA
1435
Pettinga Financial Advisors
Indiana
$380K -$355K -1,262 -49%
MIM
1436
Montgomery Investment Management
Maryland
$375K – – –
SCI
1437
Stableford Capital II
Arizona
$372K +$364K +1,292 New
GLI
1438
Guardian Life Insurance
New York
$369K +$3.1K +11 +0.9%
CCM
1439
Carlson Capital Management
Minnesota
$369K +$50.9K +181 +16%
BBA
1440
Braun-Bostich & Associates
Pennsylvania
$368K -$82.7K -294 -19%
GWMIA
1441
Global Wealth Management Investment Advisory
Florida
$364K +$55.4K +197 +18%
RCM
1442
Radnor Capital Management
Pennsylvania
$363K -$46.4K -165 -12%
AA
1443
ALPS Advisors
Colorado
$361K +$352K +1,252 New
HIM
1444
HughesLittle Investment Management
$360K – – –
TFF
1445
The Family Firm
Maryland
$360K +$281 +1 +0.1%
CPA
1446
Clear Perspective Advisors
Illinois
$359K -$5.63K -20 -2%
GKWIM
1447
Gerber Kawasaki Wealth & Investment Management
California
$359K – – –
HR
1448
Howe & Rusling
New York
$359K – – –
PFT
1449
Providence First Trust
Arizona
$359K +$351K +1,247 New
VR
1450
Viridian RIA
Washington
$354K -$136K -485 -28%
56 57
58
59 60