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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1951
Prudent Man Advisors
Illinois
$643K -$1.56K -3 -0.2%
MIA
1952
MainStreet Investment Advisors
Illinois
$643K +$520 +1 +0.1%
EWM
1953
Elite Wealth Management
Washington
$643K +$5.2K +10 +0.7%
WFA
1954
Wellspring Financial Advisors
Ohio
$642K -$7.8K -15 -1%
ICM
1955
IMS Capital Management
Oregon
$642K +$5.2K +10 +0.7%
NCM
1956
Northwest Capital Management
Oregon
$641K +$22.9K +44 +3%
SFG
1957
Sovereign Financial Group
Connecticut
$640K +$1.56K +3 +0.2%
FOA
1958
Five Oceans Advisors
California
$640K +$94.1K +181 +15%
PWA
1959
Peterson Wealth Advisors
Utah
$638K -$5.2K -10 -0.7%
HFRG
1960
Houlihan Financial Resource Group
Virginia
$637K +$697K +1,340 New
MWC
1961
MBM Wealth Consultants
Missouri
$634K +$18.2K +35 +3%
PWM
1962
Paulson Wealth Management
Illinois
$632K -$60.9K -117 -8%
MC
1963
Miramar Capital
Illinois
$632K -$28.1K -54 -4%
JSL
1964
JT Stratford LLC
Georgia
$630K +$141K +272 +26%
PWA
1965
Phoenix Wealth Advisors
North Carolina
$629K +$33.8K +65 +5%
SC
1966
Solstein Capital
California
$629K +$220K +423 +47%
HSG
1967
Helen Stephens Group
Texas
$628K +$520 +1 +0.1%
SAF
1968
Smith Anglin Financial
Texas
$627K -$37.5K -72 -5%
TIM
1969
Tevis Investment Management
Texas
$627K +$4.16K +8 +0.6%
BB
1970
Berkshire Bank
Massachusetts
$627K +$147K +283 +27%
CFD
1971
Creative Financial Designs
Indiana
$626K +$181K +348 +36%
HA
1972
Hofer & Associates
California
$625K +$26.5K +51 +4%
SFA
1973
Souders Financial Advisors
Ohio
$625K +$689K +1,324 New
MA
1974
Maxele Advisors
Missouri
$624K -$1.04K -2 -0.2%
CFS
1975
CRA Financial Services
New Jersey
$620K -$4.16K -8 -0.6%
77 78
79
80 81