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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1876
MJP Associates
Connecticut
$423K -$7.56K -20 -2%
CST
1877
Charles Schwab Trust
Nevada
$423K +$9.83K +26 +2%
EM
1878
Excalibur Management
Massachusetts
$422K +$2.27K +6 +0.6%
FMT
1879
First Mercantile Trust
Tennessee
$419K +$49.2K +130 +14%
MWP
1880
Madison Wealth Partners
Wisconsin
$418K +$400K +1,057 New
MPAM
1881
Murphy Pohlad Asset Management
Minnesota
$417K – – –
ZB
1882
Zions Bancorporation
Utah
$414K -$83.9K -222 -18%
CA
1883
Claro Advisors
Massachusetts
$414K +$378 +1 +0.1%
AGA
1884
Arkos Global Advisors
Texas
$414K +$7.94K +21 +2%
SWMG
1885
Strategic Wealth Management Group
Maryland
$412K -$55.6K -147 -12%
SP
1886
Successful Portfolios
Florida
$412K +$4.54K +12 +1%
SAM
1887
Summit Asset Management
Tennessee
$408K -$10.2K -27 -3%
FPCP
1888
Fort Point Capital Partners
California
$408K – – –
WCM
1889
WealthBridge Capital Management
Ohio
$408K – – –
AL
1890
Aspiriant LLC
California
$408K +$11K +29 +3%
LHC
1891
Little House Capital
Massachusetts
$407K +$389K +1,029 New
DS
1892
DRW Securities
Illinois
$406K +$388K +1,027 New
SCP
1893
Seizert Capital Partners
Michigan
$405K – – –
SWM
1894
Segment Wealth Management
Texas
$404K -$378 -1 -0.1%
PFA
1895
Pettinga Financial Advisors
Indiana
$404K +$756 +2 +0.2%
PCG
1896
Private Capital Group
Connecticut
$404K +$1.51K +4 +0.4%
WWM
1897
Wolff Wiese Magana
California
$404K +$53.7K +142 +16%
IAA
1898
Ironsides Asset Advisors
North Carolina
$403K -$17.4K -46 -4%
JIP
1899
Jaffetilchin Investment Partners
Florida
$402K -$3.4K -9 -0.9%
HTHT
1900
Hemenway Trust Hemenway Trust
New Hampshire
$401K -$9.45K -25 -2%
74 75
76
77 78