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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1951
Xcel Wealth Management
Florida
$684K – – –
AMC
1952
Asset Management Corp
Illinois
$684K +$5.12K +10 +0.8%
NCM
1953
Northside Capital Management
Oregon
$681K – – –
PL
1954
Parthenon LLC
Kentucky
$680K – – –
CGH
1955
CMG Global Holdings
Texas
$680K +$512 +1 +0.1%
MC
1956
Matisse Capital
Oregon
$680K +$37.4K +73 +6%
CFS
1957
CRA Financial Services
New Jersey
$678K +$5.12K +10 +0.8%
BSB
1958
Bangor Savings Bank
Maine
$678K +$17.4K +34 +3%
WFMPM
1959
Woodley Farra Manion Portfolio Management
Indiana
$675K – – –
SWM
1960
Silverlake Wealth Management
Vermont
$673K +$607K +1,186 New
HA
1961
Hofer & Associates
California
$673K +$607K +1,185 New
PC
1962
Periscope Capital
Ontario, Canada
$673K +$607K +1,186 New
ACP
1963
Aviance Capital Partners
Florida
$670K -$14.3K -28 -2%
CFG
1964
CKW Financial Group
Hawaii
$670K +$140K +273 +30%
NP
1965
Ninepoint Partners
Ontario, Canada
$668K – – –
KA
1966
Klingman & Associates
New York
$668K +$4.61K +9 +0.8%
WG
1967
Watchman Group
Texas
$667K -$57.9K -113 -9%
WMA
1968
Wealth Management Associates
New Jersey
$664K -$55.8K -109 -9%
WPC
1969
Waters Parkerson & Co
Louisiana
$664K +$15.9K +31 +3%
PWA
1970
Providence Wealth Advisors
Illinois
$663K – – –
PWA
1971
Phoenix Wealth Advisors
North Carolina
$663K +$7.68K +15 +1%
VWMG
1972
Virginia Wealth Management Group
Virginia
$663K +$598K +1,167 New
LDFR
1973
Lehman & Derafelo Financial Resources
Pennsylvania
$659K -$8.2K -16 -1%
FOA
1974
Five Oceans Advisors
California
$659K +$37.9K +74 +7%
SWM
1975
Segment Wealth Management
Texas
$659K +$117K +228 +24%
77 78
79
80 81