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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1476
Wedge Capital Management
North Carolina
$274K +$258K +1,037 New
KCPG
1477
Kavar Capital Partners Group
Kansas
$271K +$1.75K +7 +0.7%
OIWM
1478
OptiFour Integrated Wealth Management
Virginia
$271K +$255K +1,024 New
PFM
1479
Parsec Financial Management
North Carolina
$269K +$31.4K +126 +14%
BWL
1480
Bogart Wealth LLC
Virginia
$269K +$51.3K +206 +25%
FIM
1481
Frontier Investment Management
Texas
$267K +$252K +1,011 New
FI
1482
Fosun International
China
$266K – – –
PCG
1483
Private Capital Group
Connecticut
$266K +$56.6K +227 +22%
MIAS
1484
Mason Investment Advisory Services
Virginia
$264K – – –
FFG
1485
Fortem Financial Group
California
$264K – – –
WA
1486
Wheatland Advisors
Pennsylvania
$264K – – –
SDWMA
1487
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$249K +999 New
BSG
1488
Black Swift Group
Colorado
$264K +$249K +1,000 New
LCS
1489
Levin Capital Strategies
New York
$264K +$249K +1,000 New
WPW
1490
Waldron Private Wealth
Pennsylvania
$263K -$54.8K -220 -18%
ACP
1491
Arcus Capital Partners
Georgia
$262K – – –
SCA
1492
Sage Capital Advisors
South Dakota
$262K +$249 +1 +0.1%
SAM
1493
SignalPoint Asset Management
Missouri
$261K – – –
RCM
1494
RNC Capital Management
California
$260K +$245K +985 New
PPSG
1495
Princeton Portfolio Strategies Group
New Jersey
$259K -$37.4K -150 -13%
JCM
1496
Jag Capital Management
Missouri
$258K -$11K -44 -4%
HAIM
1497
Hunter Associates Investment Management
Pennsylvania
$258K – – –
MFG
1498
Magnus Financial Group
New York
$258K +$243K +976 New
IP
1499
Investment Partners
Ohio
$255K -$31.9K -128 -12%
BCP
1500
Blue Chip Partners
Michigan
$253K +$748 +3 +0.3%
58 59
60
61 62