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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1801
Hayden Royal
North Carolina
$317K -$19.5K -58 -6%
TFA
1802
Toth Financial Advisory
Virginia
$315K +$1.68K +5 +0.6%
PRWA
1803
Platte River Wealth Advisors
Colorado
$315K +$5.04K +15 +2%
SCA
1804
Sander Capital Advisors
Washington
$314K – – –
WIM
1805
Wittenberg Investment Management
Massachusetts
$314K – – –
EIA
1806
Eldridge Investment Advisors
New Hampshire
$313K – – –
NFC
1807
Northeast Financial Consultants
Connecticut
$313K – – –
PCM
1808
Penserra Capital Management
California
$313K +$64.2K +191 +28%
PPSG
1809
Princeton Portfolio Strategies Group
New Jersey
$312K – – –
WPC
1810
White Pine Capital
Minnesota
$312K – – –
LPIC
1811
LeJeune Puetz Investment Counsel
Michigan
$311K – – –
GKWIM
1812
Gerber Kawasaki Wealth & Investment Management
California
$310K +$36.6K +109 +14%
PS
1813
Planned Solutions
California
$309K +$292K +870 New
RBCM
1814
Raub Brock Capital Management
California
$308K +$40.3K +120 +16%
WR
1815
Watson Rebecca
$306K +$10.1K +30 +4%
MA
1816
Modus Advisors
Minnesota
$305K -$80.3K -239 -22%
AIA
1817
AIMZ Investment Advisors
California
$304K -$11.8K -35 -4%
RP
1818
Riverbridge Partners
Minnesota
$304K -$1.34K -4 -0.5%
MIC
1819
Meridian Investment Counsel
California
$304K – – –
CIM
1820
Confluence Investment Management
Missouri
$302K -$14.4K -43 -5%
BOPW
1821
Brandywine Oak Private Wealth
Pennsylvania
$301K -$32.6K -97 -10%
NFG
1822
NewFocus Financial Group
Washington
$301K +$10.1K +30 +4%
EAM
1823
Evanson Asset Management
California
$300K +$8.06K +24 +3%
CA
1824
Claro Advisors
Massachusetts
$300K +$19.8K +59 +7%
PFWA
1825
Paces Ferry Wealth Advisors
Georgia
$300K +$284K +846 New
71 72
73
74 75