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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1901
Beirne Wealth Consulting Services
Connecticut
$247K +$234K +695 New
GTCM
1902
Gyon Technologies Capital Management
New Jersey
$247K +$234K +695 New
SW
1903
SkyOak Wealth
Michigan
$246K -$3.7K -11 -2%
NCM
1904
Northwest Capital Management
Oregon
$246K +$8.4K +25 +4%
HR
1905
Howe & Rusling
New York
$245K -$30.6K -91 -12%
BWM
1906
BCS Wealth Management
Tennessee
$245K -$29.9K -89 -11%
MCA
1907
Mercer Capital Advisers
New Jersey
$245K – – –
CCM
1908
Compton Capital Management
Rhode Island
$244K – – –
HIC
1909
Holderness Investments Company
North Carolina
$244K – – –
BA
1910
Ballast Advisors
Minnesota
$244K +$231K +686 New
WSCM
1911
Wellington Shields Capital Management
New York
$243K +$230K +685 New
PP
1912
PDS Planning
Ohio
$242K -$27.9K -83 -11%
PFC
1913
Phocas Financial Corp
California
$242K -$6.72K -20 -3%
PMG
1914
Private Management Group
California
$242K – – –
SIAS
1915
Shine Investment Advisory Services
Colorado
$242K +$41K +122 +22%
AIA
1916
Affinity Investment Advisors
California
$242K +$229K +681 New
XF
1917
XML Financial
Maryland
$240K +$227K +675 New
LTI
1918
Laffer Tengler Investments
Tennessee
$240K +$227K +676 New
LJAC
1919
L.J. Altfest & Co
New York
$239K – – –
CA
1920
Crumly & Associates
Illinois
$239K +$226K +672 New
RWA
1921
River Wealth Advisors
Pennsylvania
$239K +$226K +672 New
AP
1922
Atwood & Palmer
Missouri
$238K – – –
CYG
1923
Clean Yield Group
Vermont
$237K +$14.4K +43 +7%
VC
1924
Vestor Capital
Illinois
$237K +$224K +667 New
DMC
1925
Drexel Morgan & Co
Pennsylvania
$236K – – –
75 76
77
78 79