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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1751
Sugarloaf Wealth Management
Georgia
$623K -$25.5K -58 -4%
RA
1752
RFG Advisory
Alabama
$623K +$77.4K +176 +15%
AWM
1753
Aberdeen Wealth Management
Illinois
$622K – – –
SDH
1754
Sloy Dahl & Holst
Washington
$621K +$233K +530 +62%
FCA
1755
FinTrust Capital Advisors
South Carolina
$616K +$12.7K +29 +2%
MWM
1756
Moulton Wealth Management
Washington
$613K +$879 +2 +0.1%
MGIM
1757
M&G Investment Management
United Kingdom
$613K +$33K +75 +6%
HHAA
1758
Henry H. Armstrong Associates
Pennsylvania
$612K -$176K -400 -23%
BBA
1759
Braun-Bostich & Associates
Pennsylvania
$612K -$4.84K -11 -0.8%
EFSCE
1760
Enterprise Financial Services Corp (EFSC)
Missouri
$612K +$109K +247 +22%
EWM
1761
Endurance Wealth Management
Rhode Island
$609K – – –
WFA
1762
Wellspring Financial Advisors
Ohio
$608K +$4.84K +11 +0.8%
AIIMS
1763
Analyst IMS Investment Management Services
Israel
$607K -$74.7K -170 -3%
PWA
1764
Peterson Wealth Advisors
Utah
$606K – – –
RBCM
1765
Raub Brock Capital Management
California
$605K – – –
FA
1766
FDx Advisors
Illinois
$603K -$18.9K -43 -3%
AC
1767
Apella Capital
Connecticut
$602K -$24.2K -55 -4%
TPCW
1768
TD Private Client Wealth
New York
$599K -$30.8K -70 -5%
CWAG
1769
Compton Wealth Advisory Group
Virginia
$598K -$33.8K -77 -5%
CNC
1770
Canandaigua National Corp
New York
$596K -$4.4K -10 -0.7%
TFM
1771
TFC Financial Management
Massachusetts
$595K – – –
NJBEST
1772
New Jersey Better Educational Savings Trust
New Jersey
$591K – – –
CVM
1773
Cheviot Value Management
California
$591K +$440 +1 +0.1%
LWA
1774
Lenox Wealth Advisors
New York
$589K -$8.79K -20 -2%
CCB
1775
Cutter & Co Brokerage
Missouri
$589K +$1.32K +3 +0.2%
69 70
71
72 73