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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2151
Arbor Investment Advisors
North Carolina
$207K +$348 +1 +0.2%
WA
2152
Wambolt & Associates
Colorado
$207K +$203K +583 New
OPCM
2153
Osborne Partners Capital Management
California
$206K -$4.1M -11,773 -95%
WSCM
2154
Wellington Shields Capital Management
New York
$206K -$17.4K -50 -8%
RA
2155
Rodgers & Associates
Pennsylvania
$206K -$9.75K -28 -5%
TSWM
2156
Triangle Securities Wealth Management
North Carolina
$206K +$2.79K +8 +1%
PAG
2157
Pinnacle Advisory Group
Maryland
$206K +$204K +585 New
HC
2158
Henshaw Capital
Massachusetts
$206K +$203K +584 New
MGWM
2159
Marks Group Wealth Management
Minnesota
$205K -$64.7K -186 -24%
CRIG
2160
Charter Research & Investment Group
Connecticut
$205K +$6.27K +18 +3%
ANB
2161
Amarillo National Bank
Texas
$204K – – –
SICM
2162
Sustainable Insight Capital Management
New York
$203K -$80.8K -232 -29%
TWM
2163
TMD Wealth Management
Arizona
$203K -$17.8K -51 -8%
ODIJL
2164
One Day In July LLC
Vermont
$203K -$5.22K -15 -3%
DA
2165
DSC Advisors
Illinois
$203K +$200K +575 New
CA
2166
Capital Advantage
California
$203K +$201K +577 New
AFM
2167
Abbot Financial Management
Massachusetts
$202K +$82.5K +237 +70%
SWA
2168
Sutton Wealth Advisors
Florida
$202K -$3.13K -9 -2%
IFO
2169
Independent Family Office
New York
$201K – – –
WAM
2170
Wolverine Asset Management
Illinois
$188K -$118K -338 -39%
AIM
2171
Acropolis Investment Management
Missouri
$184K -$1.39K -4 -0.8%
MHR
2172
Matthew Hamilton Rosenberg
$183K -$21.6K -62 -11%
HWM
2173
Holloway Wealth Management
Florida
$181K – – –
LWM
2174
Liberty Wealth Management
California
$179K – – –
AWM
2175
Avondale Wealth Management
Texas
$178K +$139K +400 +385%
85 86
87
88 89