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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1876
Matrix Trust Company
Colorado
$2.17M -$103K -107 -4%
AWM
1877
Accurate Wealth Management
Florida
$2.17M +$996K +1,039 +83%
HA
1878
Herold Advisors
New York
$2.16M +$301K +314 +16%
CHAM
1879
Clear Harbor Asset Management
Connecticut
$2.16M +$33.5K +35 +2%
WIC
1880
Wilkins Investment Counsel
Massachusetts
$2.16M – – –
MFS
1881
Mattson Financial Services
Michigan
$2.15M +$74.8K +78 +3%
HWA
1882
Heritage Wealth Advisors
Virginia
$2.15M – – –
BIAS
1883
Beacon Investment Advisory Services
New Jersey
$2.15M -$58.5K -61 -3%
RZH
1884
Relyea Zuckerberg Hanson
Connecticut
$2.15M +$169K +176 +8%
WRPWM
1885
Werba Rubin Papier Wealth Management
California
$2.15M +$1.19M +1,239 +114%
GWANC
1886
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.15M -$10.5K -11 -0.5%
KHCM
1887
Kirtland Hills Capital Management
Ohio
$2.15M +$12.5K +13 +0.6%
SWM
1888
Stockman Wealth Management
Montana
$2.14M -$43.1K -45 -2%
CA
1889
Cornerstone Advisory
Maryland
$2.14M -$70.9K -74 -3%
PWPS
1890
Pinnacle Wealth Planning Services
Ohio
$2.14M +$191K +199 +9%
MYIA
1891
Mount Yale Investment Advisors
Colorado
$2.13M +$1.05M +1,095 +91%
BSI
1892
Bennett Selby Investments
Maine
$2.12M +$355K +370 +19%
GTAM
1893
Global Trust Asset Management
Florida
$2.12M +$102K +106 +5%
SC
1894
Searle & Co
Connecticut
$2.11M – – –
RA
1895
Rockingstone Advisors
Massachusetts
$2.11M +$5.75K +6 +0.3%
LSIA
1896
LaSalle St. Investment Advisors
Illinois
$2.1M +$584K +609 +37%
CCC
1897
Compass Capital Corp
Massachusetts
$2.1M -$162K -169 -7%
OWP
1898
ORG Wealth Partners
Texas
$2.1M +$352K +367 +19%
FHC
1899
First Heartland Consultants
Missouri
$2.1M -$69K -72 -3%
AA
1900
Alta Advisers
United Kingdom
$2.1M – – –
74 75
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