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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1501
Smith Shellnut Wilson
Mississippi
$252K – – –
CFG
1502
Cooper Financial Group
California
$252K +$237K +952 New
EMB
1503
Elefante Mark B
$251K -$4.98K -20 -2%
WA
1504
Wealth Architects
California
$251K +$7.48K +30 +3%
FHC
1505
First Heartland Consultants
Missouri
$249K +$11K +44 +5%
FC
1506
Financial Consulate
Maryland
$248K +$3.99K +16 +2%
HA
1507
Halsey Associates
Connecticut
$247K +$24.9K +100 +12%
PHS
1508
Pekin Hardy Strauss
Illinois
$246K – – –
BI
1509
Ballast Inc
Kentucky
$245K – – –
RA
1510
RFG Advisory
Alabama
$245K +$232K +930 New
MSAM
1511
Moloney Securities Asset Management
Missouri
$244K -$12.5K -50 -5%
ERIM
1512
Eagle Ridge Investment Management
Connecticut
$243K – – –
SWMG
1513
Strategic Wealth Management Group
Maryland
$242K – – –
EWF
1514
Epstein & White Financial
California
$242K +$1.25K +5 +0.6%
WBC
1515
West Branch Capital
Massachusetts
$242K +$228K +914 New
BCM
1516
Bluefin Capital Management
New York
$242K +$228K +915 New
9WM
1517
9258 Wealth Management
Ohio
$241K -$12K -48 -5%
PO
1518
Private Ocean
California
$241K -$3.99K -16 -2%
SAM
1519
Summit Asset Management
Tennessee
$241K +$12.5K +50 +6%
CBA
1520
Coastal Bridge Advisors
Connecticut
$240K – – –
EFSCE
1521
Enterprise Financial Services Corp (EFSC)
Missouri
$240K +$1.75K +7 +0.8%
CC
1522
Cedar Capital
Illinois
$240K +$5.98K +24 +3%
SP
1523
Successful Portfolios
Florida
$239K -$13.7K -55 -6%
NJBEST
1524
New Jersey Better Educational Savings Trust
New Jersey
$238K +$224K +900 New
S
1525
SimplyRich
California
$238K +$225K +902 New
59 60
61
62 63