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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1951
Mosaic Family Wealth
Missouri
$220K +$208K +619 New
WC
1952
Weil Company
California
$220K +$208K +619 New
TA
1953
Trellis Advisors
Washington
$220K +$209K +621 New
GC
1954
Grimes & Company
Massachusetts
$219K +$208K +618 New
CAM
1955
Claret Asset Management
Quebec, Canada
$218K -$44K -131 -18%
VCM
1956
Vivaldi Capital Management
Illinois
$218K -$23.5K -70 -11%
EWM
1957
Elite Wealth Management
Washington
$218K +$207K +615 New
FCIM
1958
Fairview Capital Investment Management
California
$218K +$207K +616 New
AC
1959
Alexandria Capital
Virginia
$217K +$205K +610 New
PP
1960
Pacifica Partners
Canada
$216K -$68.9K -205 -25%
KWM
1961
Keebeck Wealth Management
Illinois
$216K +$75.9K +226 +59%
OAM
1962
Optimal Asset Management
California
$215K +$203K +605 New
PHS
1963
Pekin Hardy Strauss
Illinois
$215K +$203K +605 New
HCP
1964
Holt Capital Partners
Texas
$214K +$202K +602 New
TNBTD
1965
Trustmark National Bank Trust Department
Mississippi
$214K +$203K +604 New
KA
1966
KLCM Advisors
Wisconsin
$213K -$33.9K -101 -14%
SPL
1967
Smart Portfolios LLC
Washington
$213K – – –
CAM
1968
Concorde Asset Management
Michigan
$213K +$202K +600 New
FCM
1969
Firestone Capital Management
Florida
$212K -$16.8K -50 -8%
VC
1970
Veracity Capital
Georgia
$212K +$200K +596 New
LFA
1971
Lighthouse Financial Advisors
Maryland
$212K +$201K +599 New
WI
1972
WrapManager Inc
California
$211K +$200K +594 New
OSNBOA
1973
Old Second National Bank of Aurora
Illinois
$210K – – –
PCFFS
1974
Pacific Center for Financial Services
California
$210K +$1.34K +4 +0.7%
LA
1975
LexAurum Advisors
Kansas
$209K +$198K +588 New
77 78
79
80 81