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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1526
Carlson Capital Management
Minnesota
$408K +$32.1K +108 +8%
PWP
1527
Principle Wealth Partners
Connecticut
$407K – – –
AWM
1528
Aberdeen Wealth Management
Illinois
$407K +$412K +1,385 New
EMB
1529
Elefante Mark B
$405K +$58.8K +198 +17%
NAMP
1530
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$404K -$144K -485 -26%
SIM
1531
SSI Investment Management
California
$403K -$1.78K -6 -0.4%
CFD
1532
Creative Financial Designs
Indiana
$402K -$7.43K -25 -2%
WAP
1533
Wealthcare Advisory Partners
Pennsylvania
$402K – – –
BOPW
1534
Brandywine Oak Private Wealth
Pennsylvania
$401K -$32.4K -109 -7%
CCP
1535
Clarkston Capital Partners
Michigan
$400K -$19.3K -65 -5%
GFS
1536
GYL Financial Synergies
Connecticut
$400K +$297 +1 +0.1%
CS
1537
Cannell & Spears
New York
$400K +$7.43K +25 +2%
AW
1538
Alpha Windward
Massachusetts
$400K +$96K +323 +31%
WDA
1539
Wendell David Associates
New Hampshire
$399K – – –
SWM
1540
Sugarloaf Wealth Management
Georgia
$399K +$403K +1,356 New
MWM
1541
Moulton Wealth Management
Washington
$399K +$407K +1,369 New
BHA
1542
Beech Hill Advisors
New York
$397K – – –
WPA
1543
West Paces Advisors
Georgia
$396K – – –
NA
1544
Nottingham Advisors
New York
$393K – – –
AC
1545
Addison Capital
Pennsylvania
$392K -$594 -2 -0.1%
CIM
1546
Confluence Investment Management
Missouri
$391K +$3.57K +12 +0.8%
PWA
1547
Physician Wealth Advisors
Utah
$389K +$385K +1,297 New
PFA
1548
Pettinga Financial Advisors
Indiana
$388K +$892 +3 +0.2%
CRCM
1549
Corbett Road Capital Management
Virginia
$387K +$391K +1,317 New
HFS
1550
HBC Financial Services
Washington
$387K +$394K +1,325 New
60 61
62
63 64