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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1751
Sterling Financial Planning
New Jersey
$489K +$485K +1,298 New
CPIG
1752
Chicago Partners Investment Group
Illinois
$488K +$163K +437 +48%
CIP
1753
Convergence Investment Partners
Florida
$486K +$7.47K +20 +2%
CRI
1754
Colonial River Investments
Virginia
$486K +$487K +1,303 New
CCM
1755
Carlson Capital Management
Minnesota
$485K -$26.2K -70 -5%
PWMAG
1756
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$65.4K +175 +16%
PFA
1757
Pure Financial Advisors
California
$485K +$124K +333 +35%
RTC
1758
Riverview Trust Company
Washington
$484K -$112K -300 -19%
AI
1759
Accredited Investors
Minnesota
$481K -$12K -32 -2%
RZH
1760
Relyea Zuckerberg Hanson
Connecticut
$480K -$1.87K -5 -0.4%
GLA
1761
Good Life Advisors
Pennsylvania
$480K +$374 +1 +0.1%
AFA
1762
Atlanta Financial Associates
Georgia
$478K +$10.1K +27 +2%
SCA
1763
Strategic Capital Advisers
Colorado
$477K +$111K +296 +31%
EW
1764
Evoke Wealth
California
$476K +$4.86K +13 +1%
VBCG
1765
Valley Brook Capital Group
Pennsylvania
$476K +$473K +1,265 New
BA
1766
Bridge Advisory
California
$473K +$469K +1,254 New
HFS
1767
HBC Financial Services
Washington
$472K -$56K -150 -11%
LDFR
1768
Lehman & Derafelo Financial Resources
Pennsylvania
$472K +$2.99K +8 +0.6%
BIA
1769
Bigelow Investment Advisors
Maine
$471K +$5.61K +15 +1%
HIM
1770
HughesLittle Investment Management
$471K – – –
RIM
1771
Regent Investment Management
Kentucky
$470K – – –
GCP
1772
GSA Capital Partners
United Kingdom
$470K +$234K +625 +100%
FBB
1773
Fulton Breakefield Broenniman
Maryland
$469K -$186K -497 -29%
APA
1774
Allegiant Private Advisors
Florida
$469K +$465K +1,244 New
B
1775
Barings
North Carolina
$468K -$2.1M -5,628 -82%
69 70
71
72 73