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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
2051
HUB Investment Partners
Texas
$611K -$92.4K -176 -14%
MPAM
2052
Murphy Pohlad Asset Management
Minnesota
$607K – – –
SHWM
2053
Smith & Howard Wealth Management
Georgia
$606K – – –
VC
2054
Vestor Capital
Illinois
$603K – – –
WG
2055
Welch Group
Alabama
$600K -$1.4M -2,673 -72%
HFS
2056
Heritage Financial Services
Massachusetts
$600K +$225K +428 +70%
PC
2057
Periscope Capital
Ontario, Canada
$595K -$79.8K -152 -13%
FCA
2058
FLC Capital Advisors
California
$591K – – –
SIA
2059
Strategic Investment Advisors
Michigan
$591K +$9.97K +19 +2%
EFL
2060
ERn Financial LLC
Wisconsin
$591K +$244K +465 +83%
UCB
2061
United Community Bank
South Carolina
$590K -$60.4K -115 -10%
BIM
2062
Barton Investment Management
Pennsylvania
$590K – – –
GHA
2063
GW Henssler & Associates
Georgia
$590K +$48.3K +92 +10%
PIMG
2064
Patriot Investment Management Group
Tennessee
$589K +$28.3K +54 +6%
WCM
2065
WealthBridge Capital Management
Ohio
$588K +$15.2K +29 +3%
MAM
2066
McLean Asset Management
Virginia
$586K +$17.3K +33 +3%
LFA
2067
Legacy Financial Advisors
Kentucky
$586K +$98.7K +188 +23%
LGA
2068
Lebenthal Global Advisors
New York
$583K +$53K +101 +11%
SFG
2069
Synergy Financial Group
California
$583K +$76.1K +145 +17%
DDPIC
2070
Deroy & Devereaux Private Investment Counsel
Michigan
$582K – – –
IA
2071
IFG Advisors
Missouri
$582K – – –
BBA
2072
Braun-Bostich & Associates
Pennsylvania
$579K -$93.4K -178 -15%
CWM
2073
C2C Wealth Management
Arizona
$579K -$23.1K -44 -4%
CBA
2074
Coastal Bridge Advisors
Connecticut
$577K +$99.7K +190 +23%
OFS
2075
Orrstown Financial Services
Pennsylvania
$576K -$267K -508 -34%
81 82
83
84 85