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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1951
GW Henssler & Associates
Georgia
$357K -$11.3K -30 -3%
DDPIC
1952
Deroy & Devereaux Private Investment Counsel
Michigan
$357K – – –
PWM
1953
PBMares Wealth Management
Virginia
$356K – – –
AAM
1954
Aureus Asset Management
Massachusetts
$356K +$21.9K +58 +7%
PWS
1955
Peloton Wealth Strategists
Indiana
$356K +$71.8K +190 +27%
SSW
1956
Smith Shellnut Wilson
Mississippi
$355K -$27.6K -73 -8%
EF
1957
Exeter Financial
Arizona
$355K +$18.9K +50 +6%
LJHT
1958
Laurie J. Hall Trustee
$354K -$9.45K -25 -3%
NFC
1959
Northeast Financial Consultants
Connecticut
$354K – – –
TFA
1960
Trinity Financial Advisors
Ohio
$351K -$77.5K -205 -19%
AIP
1961
Ahrens Investment Partners
Louisiana
$350K +$7.56K +20 +2%
SB
1962
Sunflower Bank
Texas
$350K +$101K +266 +43%
PCM
1963
Poehling Capital Management
Wisconsin
$349K – – –
PPSG
1964
Princeton Portfolio Strategies Group
New Jersey
$348K – – –
BWM
1965
BerganKDV Wealth Management
Minnesota
$345K +$18.5K +49 +6%
NAG
1966
Northstar Advisory Group
New Jersey
$345K +$48.4K +128 +17%
GCP
1967
Gill Capital Partners
Colorado
$344K – – –
PS
1968
Planned Solutions
California
$344K – – –
CAM
1969
Cidel Asset Management
Ontario, Canada
$343K -$11.7K -31 -3%
RCG
1970
Rock Creek Group
District of Columbia
$343K +$79.8K +211 +32%
MCM
1971
MV Capital Management
Maryland
$341K +$20K +53 +7%
CWP
1972
Capital Wealth Planning
Florida
$340K +$378 +1 +0.1%
CFA
1973
CWS Financial Advisors
Michigan
$340K +$378 +1 +0.1%
MS
1974
Marshall & Sullivan
Washington
$340K +$1.89K +5 +0.6%
RP
1975
Riverbridge Partners
Minnesota
$339K -$1.51K -4 -0.5%
77 78
79
80 81