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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1901
Quotient Wealth Partners
Texas
$2.14M +$18.5K +19 +0.8%
SEIA
1902
Signature Estate & Investment Advisors
California
$2.14M +$63.4K +65 +3%
CA
1903
CGN Advisors
Kansas
$2.13M +$2.2M +2,254 New
CFP
1904
Comprehensive Financial Planning
Pennsylvania
$2.12M -$110K -113 -5%
MCCA
1905
Mill Creek Capital Advisors
Pennsylvania
$2.12M +$32.2K +33 +1%
APG
1906
Abacus Planning Group
South Carolina
$2.12M +$24.4K +25 +1%
SC
1907
Solstein Capital
California
$2.11M – – –
SFO
1908
Stokes Family Office
Louisiana
$2.11M +$31.2K +32 +1%
RIM
1909
Redwood Investment Management
Arizona
$2.11M +$609K +625 +39%
FBB
1910
Fulton Breakefield Broenniman
Maryland
$2.11M -$60.4K -62 -3%
AA
1911
Altman Advisors
Illinois
$2.1M +$43.9K +45 +2%
RLH
1912
RD Lewis Holdings
Florida
$2.1M +$126K +129 +7%
MP
1913
McDonald Partners
Ohio
$2.09M -$20.5K -21 -1%
TFCM
1914
Taylor Frigon Capital Management
Arizona
$2.09M -$43.9K -45 -2%
WQ
1915
Wealth Quarterback
New Jersey
$2.09M +$17.5K +18 +0.8%
LI
1916
Louisbourg Investments
New Brunswick, Canada
$2.08M – – –
OCBCO
1917
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$439K -450 -17%
CP
1918
Canopy Partners
Ohio
$2.08M -$41.9K -43 -2%
WSCM
1919
Wellington Shields Capital Management
New York
$2.07M +$146K +150 +7%
PA
1920
PFW Advisors
Georgia
$2.07M -$57.5K -59 -3%
AA
1921
Alta Advisers
United Kingdom
$2.07M +$707K +725 +50%
CFP
1922
Catalyst Financial Partners
Massachusetts
$2.06M +$35.1K +36 +2%
ACM
1923
Absolute Capital Management
Pennsylvania
$2.06M +$495K +508 +30%
DAM
1924
Delta Asset Management
Tennessee
$2.06M -$4.88K -5 -0.2%
PEA
1925
Park Edge Advisors
Ohio
$2.05M +$129K +132 +6%
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77
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