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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
2176
Kavar Capital Partners Group
Kansas
$432K – – –
CWM
2177
Centric Wealth Management
Illinois
$432K +$7.8K +15 +2%
PIM
2178
Perpetual Investment Management
Australia
$431K – – –
DIA
2179
Davidson Investment Advisors
Montana
$430K +$28.6K +55 +6%
ACH
2180
ArrowMark Colorado Holdings
Colorado
$429K – – –
WW
2181
Westshore Wealth
California
$429K +$21.8K +42 +5%
CWA
2182
Consilium Wealth Advisory
Texas
$427K +$117K +224 +33%
WCG
2183
Weaver Consulting Group
California
$427K +$118K +227 +33%
CBTWT
2184
Community Bank & Trust (Waco, Texas)
Texas
$426K +$83.2K +160 +22%
ITFISA
2185
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$425K -$156K -300 -25%
CA
2186
Crewe Advisors
Utah
$425K +$30.7K +59 +7%
OPA
2187
Old Port Advisors
Maine
$424K +$21.3K +41 +5%
SIA
2188
Strategic Investment Advisors
Michigan
$423K -$73.9K -142 -14%
CWM
2189
CCG Wealth Management
California
$423K +$14.6K +28 +3%
VWA
2190
Visionary Wealth Advisors
Illinois
$423K +$143K +275 +44%
LW
2191
Libra Wealth
California
$423K +$183K +352 +65%
PWS
2192
Precision Wealth Strategies
Missouri
$420K -$33.3K -64 -7%
WIM
2193
Wittenberg Investment Management
Massachusetts
$420K – – –
FWM
2194
Fairhaven Wealth Management
Illinois
$419K +$32.8K +63 +8%
TFA
2195
Trinity Financial Advisors
Ohio
$418K +$461K +886 New
NFC
2196
Northeast Financial Consultants
Connecticut
$417K – – –
IF
2197
Integrity Financial
Wyoming
$416K -$64.5K -124 -12%
TDC
2198
Thompson Davis & Co
Virginia
$416K -$52K -100 -10%
IFS
2199
Intelligent Financial Strategies
Minnesota
$415K -$10.4K -20 -2%
PP
2200
Pacifica Partners
Canada
$415K +$21.3K +41 +5%
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