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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Cranbrook Wealth Management
Michigan
$24K – – –
JWBC
1952
John W. Brooker & Co
California
$24K +$23.8K +80 New
LFASL
1953
Lugano Financial Advisors SA (LFA)
Switzerland
$24K +$23.8K +80 New
AP
1954
Americana Partners
Texas
$24K +$25.3K +85 New
GCM
1955
Gables Capital Management
Florida
$23K – – –
CLOS
1956
Compagnie Lombard Odier SCmA
Switzerland
$23K +$7.43K +25 +46%
IRC
1957
Investors Research Corp
Georgia
$22K – – –
FWM
1958
Filbrandt Wealth Management
Wisconsin
$22K +$22.3K +75 New
GTAM
1959
Global Trust Asset Management
Florida
$21K -$238K -800 -92%
CWA
1960
Carolina Wealth Advisors
South Carolina
$21K +$20.8K +70 New
SC
1961
Steph & Co
Wisconsin
$19K +$19.3K +65 New
SCA
1962
Stuart Chaussee & Associates
California
$18K – – –
CP
1963
Corbenic Partners
Pennsylvania
$18K +$18.4K +62 New
1IA
1964
1834 Investment Advisors
Wisconsin
$17K +$5.94K +20 +54%
SSWG
1965
Seven Springs Wealth Group
Tennessee
$17K +$17.5K +59 New
CTB
1966
Country Trust Bank
Illinois
$16K – – –
JPLA
1967
Joseph P. Lucia & Associates
New York
$16K +$4.46K +15 +38%
HF
1968
Halpern Financial
Virginia
$15K +$15.2K +51 New
LWA
1969
Lowe Wealth Advisors
Maryland
$15K -$14.9K -50 -50%
DWA
1970
Dougherty Wealth Advisers
Minnesota
$15K – – –
FA
1971
Fortis Advisors
Pennsylvania
$15K +$15.5K +52 New
MAWCM
1972
Mine & Arao Wealth Creation & Management
California
$15K +$15.5K +52 New
LAS
1973
Lloyd Advisory Services
Georgia
$13K +$13.7K +46 New
KFS
1974
Kelly Financial Services
Massachusetts
$12.1K – – –
CH
1975
Canton Hathaway
Rhode Island
$12K -$29.7K -100 -71%
77 78
79
80 81