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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1501
Phocas Financial Corp
California
$123K +$135K +603 New
SWA
1502
Sutton Wealth Advisors
Florida
$123K +$12.1K +54 +10%
SPL
1503
Smart Portfolios LLC
Washington
$122K -$11.8K -53 -8%
SWP
1504
Strategic Wealth Partners
Ohio
$120K – – –
CC
1505
Claybrook Capital
Massachusetts
$119K +$131K +585 New
WDL
1506
Well Done LLC
Michigan
$119K +$131K +585 New
AIA
1507
Alera Investment Advisors
Illinois
$119K +$131K +586 New
AP
1508
Atwood & Palmer
Missouri
$116K +$25.7K +115 +25%
CAL
1509
Capital Advisors Ltd
Ohio
$114K – – –
LF
1510
Lee Financial
Texas
$113K – – –
RWA
1511
River Wealth Advisors
Pennsylvania
$113K – – –
OC
1512
Oakworth Capital
Alabama
$112K – – –
OIA
1513
OneDigital Investment Advisors
Kansas
$112K +$223 +1 +0.2%
PFGIA
1514
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$75.5K +338 +173%
FCB
1515
First Command Bank
Texas
$106K – – –
FCFS
1516
First Command Financial Services
Texas
$106K – – –
LWM
1517
Liberty Wealth Management
California
$106K +$117K +524 New
PGWM
1518
Parisi Gray Wealth Management
New Jersey
$105K – – –
KIG
1519
Kessler Investment Group
Indiana
$102K – – –
MFW
1520
Mosaic Family Wealth
Missouri
$102K – – –
WCM
1521
Wunderlich Capital Managemnt
Tennessee
$102K – – –
HIIFS
1522
Harel Insurance Investments & Financial Services
Israel
$102K +$112K +500 New
MS
1523
Mizuho Securities
Japan
$102K +$112K +500 New
GWA
1524
Guidant Wealth Advisors
Illinois
$100K -$1.34K -6 -1%
CB
1525
Community Bank
New York
$100K -$1.12K -5 -1%
59 60
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62 63