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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1926
Edge Wealth Management
New York
$350K +$329K +946 +2,013%
SCA
1927
Sander Capital Advisors
Washington
$349K +$2.09K +6 +0.6%
PCM
1928
Penserra Capital Management
California
$349K +$66.8K +192 +24%
BFC
1929
Bedel Financial Consulting
Indiana
$349K +$75.9K +218 +28%
NIMI
1930
Natixis Investment Managers International
France
$348K -$14.3K -41 -4%
FCA
1931
FLC Capital Advisors
California
$345K -$8.7K -25 -2%
CCA
1932
Childress Capital Advisors
Texas
$344K +$95.4K +274 +39%
6F
1933
626 Financial
Michigan
$343K +$207K +595 New
SSW
1934
Smith Shellnut Wilson
Mississippi
$342K – – –
CP
1935
Covenant Partners
Tennessee
$341K -$198K -568 -37%
5L
1936
55I LLC
Massachusetts
$341K +$114K +328 +51%
PIMG
1937
Patriot Investment Management Group
Tennessee
$340K +$131K +376 +64%
AIFAIM
1938
American Institute for Advanced Investment Management
Arizona
$339K – – –
CFO
1939
CVA Family Office
Colorado
$339K +$106K +305 +46%
CCT
1940
Chemung Canal Trust
New York
$338K -$6.96K -20 -2%
CCFM
1941
Clear Creek Financial Management
Washington
$337K -$1.01M -2,912 -76%
SB
1942
Strategic Blueprint
Georgia
$337K -$18.1K -52 -5%
SAM
1943
SignalPoint Asset Management
Missouri
$337K +$18.4K +53 +6%
WW
1944
Westshore Wealth
California
$337K +$333K +957 New
ACA
1945
Affinity Capital Advisors
California
$330K -$55.7K -160 -15%
KFA
1946
Kelleher Financial Advisors
New York
$330K +$73.1K +210 +29%
GHA
1947
GW Henssler & Associates
Georgia
$329K – – –
SWM
1948
Soundmark Wealth Management
Washington
$329K +$348 +1 +0.1%
OWM
1949
Opes Wealth Management
California
$329K +$17.4K +50 +6%
FFG
1950
Ford Financial Group
California
$329K +$34.8K +100 +12%
76 77
78
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