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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1701
Heritage Wealth Advisors
Virginia
$2.77M -$93.7K -101 -3%
LCG
1702
Lakeshore Capital Group
Illinois
$2.77M +$2.81M +3,025 New
CIG
1703
CHB Investment Group
Pennsylvania
$2.77M -$14.8K -16 -0.5%
MSFP
1704
Mark Sheptoff Financial Planning
Connecticut
$2.76M – – –
CW
1705
Channel Wealth
California
$2.76M -$519K -559 -16%
TF
1706
Trek Financial
Arizona
$2.76M -$3.24M -3,493 -54%
PL
1707
Plancorp LLC
Missouri
$2.75M +$32.5K +35 +1%
BOM
1708
Bank of Marin
California
$2.75M +$152K +164 +6%
WWM
1709
WT Wealth Management
Arizona
$2.75M +$90.9K +98 +3%
SACTSONJ
1710
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.75M – – –
WP
1711
Waycross Partners
Kentucky
$2.75M – – –
AG
1712
AmeriFlex Group
Nevada
$2.75M +$2.6M +2,805 New
DBRC
1713
D.B. Root & Company
Pennsylvania
$2.75M -$65K -70 -2%
WBC
1714
West Branch Capital
Massachusetts
$2.75M +$13.9K +15 +0.5%
AWA
1715
Aaron Wealth Advisors
Illinois
$2.74M +$225K +242 +9%
CB
1716
CNB Bank
Pennsylvania
$2.73M +$82.6K +89 +3%
CFP
1717
Curran Financial Partners
South Carolina
$2.73M +$173K +186 +7%
CPIA
1718
Cornell Pochily Investment Advisors
New York
$2.72M -$18.6K -20 -0.7%
CFA
1719
Camarda Financial Advisors
Florida
$2.72M -$69.6K -75 -2%
PMIA
1720
Patrick Mauro Investment Advisor
Illinois
$2.71M -$75.2K -81 -3%
JFGIW
1721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.71M +$1.86K +2 +0.1%
CWM
1722
Chemistry Wealth Management
New York
$2.71M -$5.57K -6 -0.2%
AWM
1723
Aviso Wealth Management
Washington
$2.71M -$55.7K -60 -2%
BCCM
1724
Bridge Creek Capital Management
Massachusetts
$2.71M – – –
NBT
1725
Northwest Bank & Trust
Iowa
$2.7M +$12.1K +13 +0.5%
67 68
69
70 71