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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1926
Peterson Wealth Advisors
Utah
$652K – – –
MIA
1927
MainStreet Investment Advisors
Illinois
$652K +$2.03K +4 +0.3%
SFG
1928
Sovereign Financial Group
Connecticut
$648K -$2.03K -4 -0.3%
EWM
1929
Endurance Wealth Management
Rhode Island
$648K – – –
EWM
1930
Elite Wealth Management
Washington
$648K +$43.1K +85 +7%
ICM
1931
IMS Capital Management
Oregon
$647K -$25.4K -50 -4%
MC
1932
Miramar Capital
Illinois
$644K +$42.1K +83 +7%
WBC
1933
West Branch Capital
Massachusetts
$642K +$12.7K +25 +2%
EM
1934
Excalibur Management
Massachusetts
$641K – – –
PFC
1935
Phocas Financial Corp
California
$639K – – –
HSG
1936
Helen Stephens Group
Texas
$636K +$1.01K +2 +0.2%
MA
1937
Maxele Advisors
Missouri
$635K -$41.1K -81 -6%
IIC
1938
Integrated Investment Consultants
Michigan
$634K -$86.2K -170 -11%
CFS
1939
CRA Financial Services
New Jersey
$633K -$16.2K -32 -2%
BAS
1940
Brown Advisory Securities
Maryland
$630K -$72K -142 -10%
TIM
1941
Tevis Investment Management
Texas
$630K +$307K +605 +85%
NCM
1942
Northwest Capital Management
Oregon
$629K +$2.03K +4 +0.3%
DEM
1943
Disciplined Equity Management
Florida
$628K +$15.2K +30 +2%
PIM
1944
Profit Investment Management
Maryland
$627K – – –
FA
1945
Fermata Advisors
California
$627K +$463K +913 +232%
LWANC
1946
Laurel Wealth Advisors (North Carolina)
North Carolina
$625K – – –
RCM
1947
Radnor Capital Management
Pennsylvania
$625K – – –
CA
1948
Cornerstone Advisory
Maryland
$624K -$172K -339 -21%
MWP
1949
Madison Wealth Partners
Wisconsin
$624K +$66.5K +131 +11%
PWA
1950
Providence Wealth Advisors
Illinois
$622K -$7.1K -14 -1%
76 77
78
79 80