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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DCA
1701
DB&C Advisors
Michigan
$2.68M +$2.81M +3,104 New
WCAMG
1702
Woodard & Company Asset Management Group
North Carolina
$2.67M +$541K +597 +24%
BGC
1703
Beutel, Goodman & Co
Ontario, Canada
$2.67M -$75.2K -83 -3%
CPC
1704
Consolidated Planning Corp
Georgia
$2.67M -$2.87M -3,163 -51%
BWM
1705
BigSur Wealth Management
Florida
$2.67M – – –
WMP
1706
Wealth Management Partners
Arizona
$2.67M +$51.7K +57 +2%
MFG
1707
Mainsail Financial Group
Washington
$2.66M +$23.6K +26 +0.8%
CWM
1708
Chemistry Wealth Management
New York
$2.66M +$153K +169 +6%
TWM
1709
Tradition Wealth Management
Minnesota
$2.65M +$68K +75 +3%
VCP
1710
Verus Capital Partners
Arizona
$2.65M -$27.2K -30 -1%
TAP
1711
Tounjian Advisory Partners
Florida
$2.64M +$2.56M +2,822 +1,157%
AFM
1712
Armstrong Fleming & Moore
District of Columbia
$2.64M -$722K -797 -21%
CCG
1713
Chatham Capital Group
Georgia
$2.64M -$425K -469 -13%
CB
1714
CNB Bank
Pennsylvania
$2.64M +$128K +141 +5%
FC
1715
Fjell Capital
North Dakota
$2.64M +$482K +532 +21%
BFA
1716
Beaumont Financial Advisors
Massachusetts
$2.64M -$1.71M -1,889 -38%
TWP
1717
Triad Wealth Partners
Kansas
$2.63M +$58.9K +65 +2%
CSC
1718
Caldwell Sutter Capital
California
$2.63M – – –
WI
1719
Westbourne Investments
Virginia
$2.62M +$35.3K +39 +1%
SPFA
1720
Summit Place Financial Advisors
New Jersey
$2.62M +$388K +428 +16%
HEM
1721
Henson-Edgewater Management
Ohio
$2.61M +$2.74M +3,025 New
FIM
1722
FWL Investment Management
Texas
$2.6M -$29K -32 -1%
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$2.6M – – –
LRIA
1724
Leonard Rickey Investment Advisors
Washington
$2.6M -$4.53K -5 -0.2%
BI
1725
Ballast Inc
Kentucky
$2.59M +$110K +121 +4%
67 68
69
70 71