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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1501
Quadrant Capital Group
Ohio
$1.01M +$30.3K +69 +3%
KMWM
1502
Keudell/Morrison Wealth Management
Oregon
$1.01M +$879 +2 +0.1%
EWM
1503
EPG Wealth Management
Georgia
$1.01M +$51.9K +118 +6%
FNC
1504
First National Corp
Massachusetts
$1.01M +$51.9K +118 +6%
SVWAG
1505
Sound View Wealth Advisors Group
Georgia
$1M +$102K +232 +12%
NAMP
1506
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1M +$25.9K +59 +3%
PAA
1507
Peregrine Asset Advisers
Oregon
$1M -$539K -1,225 -35%
LMAM
1508
Legg Mason Asset Management
Japan
$998K -$80.9K -184 -8%
PIA
1509
Pinion Investment Advisors
Kansas
$996K +$11.9K +27 +1%
IDBONY
1510
Israel Discount Bank of New York
New York
$992K +$971K +2,209 New
VCP
1511
Vista Capital Partners
Oregon
$991K +$32.1K +73 +3%
SFG
1512
SNS Financial Group
Minnesota
$984K -$3.52K -8 -0.4%
CA
1513
Cornerstone Advisory
Maryland
$984K +$11K +25 +1%
SIAG
1514
Signet Investment Advisory Group
Rhode Island
$982K -$154K -351 -14%
KW
1515
KWB Wealth
California
$981K -$8.79K -20 -0.9%
TW
1516
TrinityPoint Wealth
Connecticut
$979K +$82.2K +187 +9%
EI
1517
Ellevest Inc
New York
$977K +$30.3K +69 +3%
PCM
1518
Prelude Capital Management
New York
$975K +$953K +2,169 New
PIG
1519
Pantheon Investment Group
California
$974K -$96.7K -220 -9%
HWA
1520
Heritage Wealth Advisors
Virginia
$974K – – –
WFI
1521
West Family Investments
California
$971K +$90.1K +205 +10%
MSWMA
1522
Market Street Wealth Management Advisors
Indiana
$966K – – –
IIC
1523
Ironwood Investment Counsel
Arizona
$960K +$68.1K +155 +8%
BC
1524
Burney Company
Virginia
$959K +$879 +2 +0.1%
BTWM
1525
Baker Tilly Wealth Management
Wisconsin
$958K +$374K +851 +66%
59 60
61
62 63