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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
1751
Heron Financial Group
New York
$264K +$2.12K +7 +0.8%
EWF
1752
Epstein & White Financial
California
$264K +$9.71K +32 +4%
BC
1753
Brinker Capital
Pennsylvania
$263K +$280K +924 New
RWM
1754
Raffa Wealth Management
District of Columbia
$263K -$184K -607 -40%
SAM
1755
Summit Asset Management
Tennessee
$262K +$1.52K +5 +0.5%
VVP
1756
Venture Visionary Partners
Ohio
$262K +$53.7K +177 +24%
CBA
1757
Coastal Bridge Advisors
Connecticut
$261K – – –
CAI
1758
Capital Advisors Inc
Oklahoma
$260K +$276K +911 New
MS
1759
Marshall & Sullivan
Washington
$259K -$209K -689 -43%
DDPIC
1760
Deroy & Devereaux Private Investment Counsel
Michigan
$258K – – –
GDP
1761
Great Diamond Partners
Maine
$257K -$38.5K -127 -12%
YMRC
1762
Yorktown Management & Research Company
Virginia
$257K – – –
BCM
1763
Bridgeway Capital Management
Texas
$257K +$273K +900 New
MWM
1764
Modera Wealth Management
New Jersey
$256K +$30.6K +101 +13%
SSW
1765
Smith Shellnut Wilson
Mississippi
$255K – – –
EWG
1766
Executive Wealth Group
Washington
$254K – – –
AIA
1767
AIMZ Investment Advisors
California
$254K – – –
SW
1768
SkyOak Wealth
Michigan
$254K +$18.8K +62 +7%
NSB
1769
Norway Savings Bank
Maine
$254K +$217K +715 +404%
AWA
1770
Arkadios Wealth Advisors
Georgia
$253K +$20.3K +67 +8%
BI
1771
Ballast Inc
Kentucky
$253K – – –
EM
1772
Excalibur Management
Massachusetts
$252K – – –
WLPWM
1773
Walled Lake Planning & Wealth Management
Illinois
$251K -$47K -155 -15%
EIA
1774
Eldridge Investment Advisors
New Hampshire
$251K – – –
FCA
1775
FLC Capital Advisors
California
$251K – – –
69 70
71
72 73