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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
1451
Farmers National Bank
Kentucky
$28K – – –
FFW
1452
Fusion Family Wealth
New York
$28K – – –
PFO
1453
Pathstone Family Office
New Jersey
$28K – – –
PG
1454
Patten Group
Tennessee
$28K – – –
ARMC
1455
American Research & Management Company
Massachusetts
$26K – – –
CJA
1456
C-J Advisory
California
$25K – – –
THWM
1457
Taylor Hoffman Wealth Management
Virginia
$25K – – –
TODC
1458
Trustees of Dartmouth College
New Hampshire
$24K -$9.43K -50 -28%
IF
1459
Ironwood Financial
Arizona
$24K – – –
MYIA
1460
Mount Yale Investment Advisors
Colorado
$24K +$23.6K +125 New
CCA
1461
Clearwater Capital Advisors
Illinois
$22K +$21.7K +115 New
SQA
1462
Simon Quick Advisors
New Jersey
$21K -$53K -281 -72%
PS
1463
Portfolio Strategies
New York
$21K – – –
SP
1464
SWS Partners
Ohio
$21K – – –
MSA
1465
Marino Stram & Associates
Massachusetts
$20K – – –
VCM
1466
Virtue Capital Management
Tennessee
$20K +$19.6K +104 New
AWM
1467
Avondale Wealth Management
Texas
$19K -$8.49K -45 -30%
DOA
1468
D'Orazio & Associates
Virginia
$19K -$4.15K -22 -18%
CWM
1469
Catamount Wealth Management
Connecticut
$19K – – –
LWA
1470
Lowe Wealth Advisors
Maryland
$19K – – –
PFSC
1471
Peoples Financial Services Corp
Pennsylvania
$19K – – –
DWA
1472
Divergent Wealth Advisors
Utah
$19K +$18.9K +100 New
KC
1473
KHP Capital
Oklahoma
$19K +$18.9K +100 New
PFA
1474
Pathway Financial Advisors
Vermont
$19K +$18.9K +100 New
MWM
1475
MinichMacGregor Wealth Management
New York
$18K +$3.4K +18 +23%
57 58
59
60 61