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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1951
Valley Brook Capital Group
Pennsylvania
$1.33M +$104K +145 +9%
RWPA
1952
Richard W. Paul & Associates
Michigan
$1.33M -$40K -56 -3%
MSAM
1953
Moloney Securities Asset Management
Missouri
$1.32M +$72.1K +101 +6%
CCG
1954
Catalina Capital Group
California
$1.32M +$725K +1,015 +129%
WGC
1955
Watts Gwilliam & Co
Arizona
$1.32M +$1.21M +1,698 New
ECG
1956
Edge Capital Group
Georgia
$1.32M -$7.14K -10 -0.6%
MCA
1957
MSH Capital Advisors
Arizona
$1.32M +$59.3K +83 +5%
KW
1958
KWB Wealth
California
$1.31M -$32.1K -45 -2%
CFP
1959
Cascade Financial Partners
California
$1.31M +$1.28M +1,793 New
FMWA
1960
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$87.1K -122 -6%
UH
1961
Unigestion Holding
Switzerland
$1.3M -$258K -362 -17%
PCA
1962
Peddock Capital Advisors
Massachusetts
$1.3M -$47.1K -66 -4%
DAM
1963
Draper Asset Management
New York
$1.3M +$242K +339 +23%
PWM
1964
Prentice Wealth Management
New York
$1.3M +$35.7K +50 +3%
HGWM
1965
Horst & Graben Wealth Management
Oregon
$1.3M +$714 +1 +0.1%
GFG
1966
Goldstone Financial Group
Illinois
$1.3M +$78.5K +110 +7%
PWA
1967
Physician Wealth Advisors
Utah
$1.3M +$31.4K +44 +2%
RCM
1968
Riverpark Capital Management
New York
$1.29M +$86.4K +121 +7%
9WM
1969
9258 Wealth Management
Ohio
$1.29M +$15.7K +22 +1%
OLVIG
1970
Oliver Lagore Vanvalin Investment Group
Michigan
$1.29M +$17.1K +24 +1%
SFG
1971
Sovereign Financial Group
Connecticut
$1.29M +$18.6K +26 +1%
DDPIC
1972
Deroy & Devereaux Private Investment Counsel
Michigan
$1.29M – – –
PMA
1973
Prudent Man Advisors
Illinois
$1.29M -$73.5K -103 -6%
BWA
1974
Bordeaux Wealth Advisors
California
$1.28M -$293K -411 -19%
NF
1975
Nvest Financial
New Hampshire
$1.27M +$330K +462 +36%
77 78
79
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