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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1926
West Branch Capital
Massachusetts
$757K +$8.4K +16 +1%
FRA
1927
Frank Rimerman Advisors
California
$757K – – –
BA
1928
Bridge Advisory
California
$756K +$3.15K +6 +0.5%
PIM
1929
Profit Investment Management
Maryland
$754K – – –
NCM
1930
Northwest Capital Management
Oregon
$754K +$69.3K +132 +11%
BCA
1931
Bay Colony Advisors
Massachusetts
$752K +$5.25K +10 +0.8%
LWANC
1932
Laurel Wealth Advisors (North Carolina)
North Carolina
$751K -$52.5K -100 -7%
RCM
1933
Radnor Capital Management
Pennsylvania
$751K – – –
VA
1934
Valmark Advisers
Ohio
$751K +$76.6K +146 +13%
MIM
1935
Montgomery Investment Management
Maryland
$749K – – –
JIP
1936
Jaffetilchin Investment Partners
Florida
$742K +$292K +556 +57%
MS
1937
Marshall & Sullivan
Washington
$741K +$78.2K +149 +13%
JCM
1938
Jag Capital Management
Missouri
$739K -$1.05K -2 -0.1%
PWA
1939
Providence Wealth Advisors
Illinois
$739K – – –
RWA
1940
River Wealth Advisors
Pennsylvania
$739K +$107K +204 +19%
GFS
1941
GYL Financial Synergies
Connecticut
$738K -$277K -528 -29%
DEM
1942
Disciplined Equity Management
Florida
$737K +$672K +1,280 New
SIM
1943
SSI Investment Management
California
$736K -$7.35K -14 -1%
1W
1944
1776 Wealth
Georgia
$734K +$32.5K +62 +5%
ACP
1945
Aviance Capital Partners
Florida
$734K +$49.3K +94 +8%
IPAM
1946
ICICI Prudential Asset Management
India
$734K +$96.6K +184 +17%
CIS
1947
Continental Investors Services
Washington
$732K +$4.72K +9 +0.7%
RF
1948
Rollins Financial
Georgia
$731K -$32.5K -62 -5%
EWM
1949
Elite Wealth Management
Washington
$730K +$315K +601 +90%
FNT
1950
First Nebraska Trust
Nebraska
$728K – – –
76 77
78
79 80