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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CRCM
1951
Crystal Rock Capital Management
Illinois
$2.13M +$2.14M +2,155 New
AWM
1952
Ameliora Wealth Management
Switzerland
$2.13M -$254K -256 -11%
QFPS
1953
Quantum Financial Planning Services
Washington
$2.13M -$249K -251 -10%
WOSD
1954
WFA of San Diego
California
$2.13M +$2.14M +2,151 New
RZH
1955
Relyea Zuckerberg Hanson
Connecticut
$2.13M +$111K +112 +5%
AHIA
1956
Andrew Hill Investment Advisors
Florida
$2.13M -$1.99K -2 -0.1%
UAG
1957
United Advisor Group
Ohio
$2.12M +$575K +579 +37%
CFIA
1958
Cantor Fitzgerald Investment Advisors
New York
$2.12M – – –
BPC
1959
Bearing Point Capital
Minnesota
$2.11M +$51.7K +52 +2%
AA
1960
Altman Advisors
Illinois
$2.11M +$30.8K +31 +1%
MA
1961
MJP Associates
Connecticut
$2.11M +$101K +102 +5%
PGCM
1962
Prescott Group Capital Management
Oklahoma
$2.11M +$128K +129 +6%
S
1963
SimplyRich
California
$2.1M – – –
IP
1964
Investment Partners
Ohio
$2.1M +$23.9K +24 +1%
HBW
1965
Hazlett, Burt & Watson
West Virginia
$2.1M +$59.6K +60 +3%
GC
1966
Grimes & Company
Massachusetts
$2.09M +$665K +669 +46%
PWPS
1967
Pinnacle Wealth Planning Services
Ohio
$2.09M +$22.9K +23 +1%
TFCM
1968
Taylor Frigon Capital Management
Arizona
$2.09M -$99.4K -100 -5%
KMWM
1969
Keudell/Morrison Wealth Management
Oregon
$2.08M -$30.8K -31 -1%
SFP
1970
Sandbox Financial Partners
Maryland
$2.08M +$99.4K +100 +5%
DWM
1971
Dogwood Wealth Management
Kansas
$2.08M -$164K -165 -7%
AT
1972
Avalon Trust
New Mexico
$2.07M – – –
IA
1973
IFG Advisory
Georgia
$2.07M +$42.7K +43 +2%
DFA
1974
Davies Financial Advisors
California
$2.07M -$29.8K -30 -1%
FCG
1975
Fielder Capital Group
Tennessee
$2.07M -$62.6K -63 -3%
77 78
79
80 81