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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
2076
Brown Miller Wealth Management
Virginia
$553K -$52.8K -103 -10%
CWM
2077
Cahaba Wealth Management
Georgia
$553K +$12.3K +24 +3%
QAM
2078
Q3 Asset Management
Michigan
$552K +$503K +982 New
PIMG
2079
Patriot Investment Management Group
Tennessee
$551K +$512 +1 +0.1%
JIP
2080
Jaffetilchin Investment Partners
Florida
$551K +$19.5K +38 +4%
CP
2081
Covenant Partners
Tennessee
$549K – – –
MCM
2082
Morton Capital Management
California
$549K +$495K +967 New
IF
2083
Insight Folios
North Carolina
$548K +$13.3K +26 +3%
AIFAIM
2084
American Institute for Advanced Investment Management
Arizona
$547K – – –
SAM
2085
SignalPoint Asset Management
Missouri
$543K +$512 +1 +0.1%
LCM
2086
Lewis Capital Management
California
$542K +$489K +955 New
FFA
2087
Founders Financial Alliance
North Carolina
$540K -$11.3K -22 -2%
NCMW
2088
Northern Capital Management (Washington)
Washington
$537K +$43K +84 +10%
BIP
2089
Blueprint Investment Partners
North Carolina
$535K +$175K +341 +57%
RWP
2090
Ridgecrest Wealth Partners
California
$535K – – –
MCM
2091
MV Capital Management
Maryland
$535K +$13.8K +27 +3%
JC
2092
JB Capital
Connecticut
$533K +$16.4K +32 +4%
SIA
2093
Sit Investment Associates
Minnesota
$532K -$108K -210 -18%
SCA
2094
Sage Capital Advisors
South Dakota
$531K – – –
EHAM
2095
Eagle Harbor Asset Management
Washington
$531K +$479K +935 New
GHA
2096
GW Henssler & Associates
Georgia
$530K +$478K +933 New
EA
2097
Eclectic Associates
California
$529K – – –
LPIC
2098
LeJeune Puetz Investment Counsel
Michigan
$528K – – –
PCM
2099
Palouse Capital Management
Washington
$527K -$2.94M -5,747 -86%
WSC
2100
Wellington Shields & Co
New York
$525K – – –
82 83
84
85 86