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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1926
Founders Financial Alliance
North Carolina
$437K +$29K +66 +7%
CP
1927
Covenant Partners
Tennessee
$435K – – –
PIMG
1928
Patriot Investment Management Group
Tennessee
$435K – – –
AIFAIM
1929
American Institute for Advanced Investment Management
Arizona
$433K – – –
SAM
1930
SignalPoint Asset Management
Missouri
$430K – – –
CANC
1931
Culbertson A N & Co
Virginia
$429K +$65.9K +150 +19%
SWM
1932
Soundmark Wealth Management
Washington
$428K +$7.91K +18 +2%
CWM
1933
Cahaba Wealth Management
Georgia
$427K +$418K +950 New
RWP
1934
Ridgecrest Wealth Partners
California
$423K +$176K +400 +74%
IF
1935
Insight Folios
North Carolina
$422K +$413K +940 New
PFA
1936
Pure Financial Advisors
California
$421K +$36.9K +84 +10%
KFA
1937
Kelleher Financial Advisors
New York
$421K +$92.3K +210 +29%
EL
1938
Essex LLC
Illinois
$421K +$412K +938 New
SWM
1939
Segment Wealth Management
Texas
$419K -$38.2K -87 -9%
JIP
1940
Jaffetilchin Investment Partners
Florida
$419K -$36.9K -84 -8%
EA
1941
Eclectic Associates
California
$418K – – –
LPIC
1942
LeJeune Puetz Investment Counsel
Michigan
$418K – – –
PCG
1943
Private Capital Group
Connecticut
$416K -$42.6K -97 -9%
BWG
1944
Beta Wealth Group
California
$416K -$18.9K -43 -4%
WSC
1945
Wellington Shields & Co
New York
$416K – – –
GWA
1946
GGM Wealth Advisors
Maryland
$414K +$24.2K +55 +7%
SIA
1947
Strategic Investment Advisors
Michigan
$413K +$3.52K +8 +0.9%
SIGI
1948
Susquehanna International Group (Ireland)
Ireland
$413K +$404K +918 New
KFA
1949
Krane Funds Advisors
New York
$413K +$404K +920 New
CCT
1950
Chemung Canal Trust
New York
$412K -$18.5K -42 -4%
76 77
78
79 80