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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1776
Northeast Financial Consultants
Connecticut
$251K – – –
PPSG
1777
Princeton Portfolio Strategies Group
New Jersey
$251K – – –
WPC
1778
White Pine Capital
Minnesota
$251K – – –
DIM
1779
DC Investments Management
Virginia
$251K +$267K +881 New
TSW
1780
Thompson Siegel & Walmsley
Virginia
$250K -$3.34K -11 -1%
NFG
1781
NewFocus Financial Group
Washington
$250K – – –
WA
1782
Wealth Architects
California
$250K +$23.7K +78 +10%
WIM
1783
Wittenberg Investment Management
Massachusetts
$249K -$563K -1,857 -68%
LPIC
1784
LeJeune Puetz Investment Counsel
Michigan
$249K – – –
CIM
1785
Confluence Investment Management
Missouri
$248K -$185K -611 -41%
ERIM
1786
Eagle Ridge Investment Management
Connecticut
$247K -$6.98K -23 -3%
I
1787
INVST
Indiana
$247K +$29.1K +96 +13%
RCA
1788
Ranch Capital Advisors
Florida
$246K +$101K +334 +63%
MIC
1789
Meridian Investment Counsel
California
$244K – – –
VFP
1790
Verus Financial Partners
Virginia
$244K – – –
GKWIM
1791
Gerber Kawasaki Wealth & Investment Management
California
$244K +$38.5K +127 +17%
OCM
1792
One Capital Management
California
$243K +$14.6K +48 +6%
AWM
1793
Affinity Wealth Management
Delaware
$243K +$245K +806 New
SVWAG
1794
Sound View Wealth Advisors Group
Georgia
$242K +$16.1K +53 +7%
LCP
1795
Legacy Capital Partners
Wisconsin
$242K +$20.3K +67 +9%
LHC
1796
Little House Capital
Massachusetts
$241K +$256K +845 New
PHS
1797
Pekin Hardy Strauss
Illinois
$240K – – –
SC
1798
Sawyer & Company
Massachusetts
$240K – – –
AHB
1799
Abner Herrman & Brock
New Jersey
$240K +$9.1K +30 +4%
AAM
1800
Aureus Asset Management
Massachusetts
$240K +$255K +841 New
70 71
72
73 74