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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1701
Aptus Capital Advisors
Alabama
$261K +$13.1K +44 +5%
RPWA
1702
Regent Peak Wealth Advisors
Georgia
$261K +$264K +888 New
EF
1703
Exeter Financial
Arizona
$260K – – –
EM
1704
Excalibur Management
Massachusetts
$260K +$47.6K +160 +22%
PPSG
1705
Princeton Portfolio Strategies Group
New Jersey
$259K -$29.7K -100 -10%
EIA
1706
Eldridge Investment Advisors
New Hampshire
$259K – – –
NFC
1707
Northeast Financial Consultants
Connecticut
$259K – – –
WPC
1708
White Pine Capital
Minnesota
$259K – – –
LSPW
1709
Lake Street Private Wealth
Illinois
$259K +$20.5K +69 +8%
HFG
1710
Heron Financial Group
New York
$259K +$248K +834 New
NFG
1711
NewFocus Financial Group
Washington
$258K +$5.94K +20 +2%
LPIC
1712
LeJeune Puetz Investment Counsel
Michigan
$257K – – –
PWA
1713
Providence Wealth Advisors
Illinois
$256K – – –
OC
1714
Oakworth Capital
Alabama
$254K +$93.9K +316 +58%
VA
1715
Valmark Advisers
Ohio
$254K +$257K +865 New
FCA
1716
FLC Capital Advisors
California
$253K +$32.7K +110 +15%
MIC
1717
Meridian Investment Counsel
California
$252K – – –
VFP
1718
Verus Financial Partners
Virginia
$252K – – –
BS
1719
Bessemer Securities
New York
$250K – – –
WAM
1720
Weiss Asset Management
Massachusetts
$248K -$27K -91 -10%
FPCP
1721
Fort Point Capital Partners
California
$248K – – –
FAM
1722
Formidable Asset Management
Ohio
$248K +$237K +799 New
PHS
1723
Pekin Hardy Strauss
Illinois
$247K – – –
SC
1724
Sawyer & Company
Massachusetts
$247K – – –
SP
1725
Successful Portfolios
Florida
$246K -$33.3K -112 -12%
67 68
69
70 71