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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1951
Miramar Capital
Illinois
$726K +$44.6K +91 +7%
BEW
1952
Burton Enright Welch
California
$725K +$81.4K +166 +13%
OMC
1953
Overbrook Management Corp
New York
$722K – – –
WFA
1954
Wellspring Financial Advisors
Ohio
$721K +$14.2K +29 +2%
ARMT
1955
Amica Retiree Medical Trust
Rhode Island
$720K +$125K +254 +21%
EFG
1956
Ethos Financial Group
Pennsylvania
$719K +$23.1K +47 +3%
TCM
1957
Tradewinds Capital Management
Washington
$719K +$45.6K +93 +7%
APA
1958
Astoria Portfolio Advisors
New York
$718K +$5.39K +11 +0.8%
PT
1959
Plimoth Trust
Massachusetts
$718K -$56.4K -115 -7%
PMFA
1960
Plante Moran Financial Advisors
Michigan
$718K -$27K -55 -4%
MC
1961
Montag & Caldwell
Georgia
$717K – – –
RCM
1962
Radnor Capital Management
Pennsylvania
$716K +$67.7K +138 +11%
IIA
1963
Integral Investment Advisors
California
$715K +$10.3K +21 +1%
HT
1964
Heritage Trust
Oklahoma
$715K -$11.8K -24 -2%
SMA
1965
Sage Mountain Advisors
Georgia
$714K +$187K +382 +36%
AWA
1966
Aaron Wealth Advisors
Illinois
$714K -$76K -155 -10%
TC
1967
Trust Company
Kansas
$714K +$367K +749 +109%
TPCW
1968
TD Private Client Wealth
New York
$712K -$59.3K -121 -8%
EM
1969
Excalibur Management
Massachusetts
$711K +$2.45K +5 +0.4%
SL
1970
Sentry LLC
Tennessee
$710K +$700K +1,428 New
GHA
1971
GW Henssler & Associates
Georgia
$708K +$268K +547 +62%
GWM
1972
Greenwich Wealth Management
Connecticut
$706K -$18.6K -38 -3%
BWP
1973
BSW Wealth Partners
Colorado
$706K +$490 +1 +0.1%
PBO
1974
Peoples Bank (Ohio)
Ohio
$706K -$27.5K -56 -4%
OL
1975
Owen LaRue
Kentucky
$705K – – –
77 78
79
80 81