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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1701
Rowland Carmichael Advisors
Arizona
$326K +$327K +1,075 New
VWM
1702
Valley Wealth Managers
New Jersey
$325K -$13.7K -45 -4%
CAI
1703
Capital Advisors Inc
Oklahoma
$325K +$10.6K +35 +4%
MS
1704
Marshall & Sullivan
Washington
$325K +$49.3K +162 +18%
MWC
1705
MBM Wealth Consultants
Missouri
$324K -$115K -377 -26%
PWP
1706
Principle Wealth Partners
Connecticut
$324K +$5.17K +17 +2%
WCM
1707
Wedge Capital Management
North Carolina
$324K +$24.9K +82 +8%
NA
1708
Nottingham Advisors
New York
$323K – – –
RCM
1709
Radnor Capital Management
Pennsylvania
$323K – – –
RA
1710
RFG Advisory
Alabama
$323K +$32.6K +107 +11%
PCG
1711
Private Capital Group
Connecticut
$321K -$49.3K -162 -13%
WCM
1712
WealthBridge Capital Management
Ohio
$321K -$4.26K -14 -1%
LRIA
1713
Leonard Rickey Investment Advisors
Washington
$321K +$26.5K +87 +9%
EM
1714
Excalibur Management
Massachusetts
$321K +$53.2K +175 +20%
NNP
1715
Nachman Norwood & Parrott
South Carolina
$320K -$7.3K -24 -2%
MSAM
1716
Moloney Securities Asset Management
Missouri
$319K +$9.74K +32 +3%
RCG
1717
Rock Creek Group
District of Columbia
$319K +$320K +1,053 New
AWA
1718
Arkadios Wealth Advisors
Georgia
$318K +$24.6K +81 +9%
CST
1719
Charles Schwab Trust
Nevada
$317K – – –
CCP
1720
Clarkston Capital Partners
Michigan
$317K – – –
S
1721
SimplyRich
California
$317K +$21.9K +72 +7%
NIC
1722
Northwest Investment Counselors
Oregon
$316K -$4.87K -16 -2%
MFG
1723
Merit Financial Group
Georgia
$313K -$12.2K -40 -4%
GM
1724
GeoWealth Management
Illinois
$313K +$314K +1,032 New
CCT
1725
Chemung Canal Trust
New York
$312K -$34.1K -112 -10%
67 68
69
70 71