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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2126
Benchmark Financial Wealth Advisors
Florida
$447K +$10.1K +20 +2%
BFC
2127
Bedel Financial Consulting
Indiana
$447K +$14.7K +29 +3%
VWM
2128
Valley Wealth Managers
New Jersey
$445K -$101K -200 -18%
HCM
2129
Harvey Capital Management
Florida
$443K – – –
WSC
2130
Wellington Shields & Co
New York
$443K – – –
SCP
2131
Seizert Capital Partners
Michigan
$442K -$76.1K -150 -14%
KWM
2132
Kolinsky Wealth Management
New Jersey
$442K +$49.7K +98 +12%
LCM
2133
Laurion Capital Management
New York
$442K +$468K +923 New
GKIM
2134
GW&K Investment Management
Massachusetts
$441K -$11.7K -23 -2%
KCPG
2135
Kavar Capital Partners Group
Kansas
$439K -$96.4K -190 -17%
EAM
2136
Evanson Asset Management
California
$439K +$2.03K +4 +0.4%
CAIMH
2137
Central Asset Investments & Management Holdings
Hong Kong
$439K +$152K +300 +49%
FIA
2138
Foundations Investment Advisors
Arizona
$439K +$245K +483 +119%
WCM
2139
WealthBridge Capital Management
Ohio
$438K -$55.3K -109 -11%
WWM
2140
Wolff Wiese Magana
California
$437K -$35.5K -70 -7%
PIM
2141
Perpetual Investment Management
Australia
$437K +$101K +200 +28%
ACH
2142
ArrowMark Colorado Holdings
Colorado
$436K – – –
SC
2143
Solstein Capital
California
$435K +$395K +778 +598%
NFG
2144
Norris Financial Group
South Carolina
$432K +$458K +902 New
IFS
2145
Intelligent Financial Strategies
Minnesota
$431K -$107K -210 -19%
OCM
2146
Osterweis Capital Management
California
$431K -$30.4K -60 -6%
CWM
2147
Centric Wealth Management
Illinois
$431K -$507 -1 -0.1%
BWM
2148
BerganKDV Wealth Management
Minnesota
$429K +$1.01K +2 +0.2%
KM
2149
Kalos Management
Georgia
$427K -$5.58K -11 -1%
SWM
2150
Segment Wealth Management
Texas
$426K -$126K -248 -22%
84 85
86
87 88