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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
Moulton Wealth Management
Washington
$790K -$51.4K -98 -7%
LWA
1902
Lenox Wealth Advisors
New York
$790K -$4.72K -9 -0.7%
PMA
1903
Prudent Man Advisors
Illinois
$789K -$20.5K -39 -3%
MSS
1904
Mitchell Sinkler & Starr
Pennsylvania
$789K -$16.3K -31 -2%
RVPG
1905
Relative Value Partners Group
$789K +$719K +1,370 New
GIP
1906
Greatmark Investment Partners
Georgia
$788K -$1.57K -3 -0.2%
JF
1907
JSF Financial
California
$783K -$400K -762 -36%
PWA
1908
Peterson Wealth Advisors
Utah
$783K -$25.2K -48 -3%
SFG
1909
Sovereign Financial Group
Connecticut
$781K +$6.3K +12 +0.9%
MIA
1910
MainStreet Investment Advisors
Illinois
$781K +$11K +21 +2%
EWM
1911
Endurance Wealth Management
Rhode Island
$779K -$1.57K -3 -0.2%
CFS
1912
CRA Financial Services
New Jersey
$779K +$82.4K +157 +13%
PPP
1913
Private Portfolio Partners
New Jersey
$778K -$14.2K -27 -2%
MC
1914
Matisse Capital
Oregon
$776K +$78.7K +150 +13%
HHAA
1915
Henry H. Armstrong Associates
Pennsylvania
$770K -$13.1K -25 -2%
CWM
1916
Connecticut Wealth Management
Connecticut
$770K +$13.1K +25 +2%
EM
1917
Excalibur Management
Massachusetts
$770K +$103K +196 +17%
KCM
1918
Kathmere Capital Management
Pennsylvania
$769K +$701K +1,336 New
PFC
1919
Phocas Financial Corp
California
$768K -$172K -327 -20%
CA
1920
Calton & Associates
Florida
$768K -$124K -236 -15%
CCM
1921
Carlson Capital Management
Minnesota
$766K -$79.2K -151 -10%
HSG
1922
Helen Stephens Group
Texas
$764K -$5.77K -11 -0.8%
ZF
1923
Zhang Financial
Michigan
$763K +$490K +934 +238%
CRCM
1924
Corbett Road Capital Management
Virginia
$762K +$2.1K +4 +0.3%
LA
1925
Lifeworks Advisors
Michigan
$758K -$294K -560 -30%
75 76
77
78 79