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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2226
Capital Advisors Ltd
Ohio
$422K +$113K +232 +25%
CPA
2227
Cardiff Park Advisors
California
$422K – – –
FWM
2228
FFT Wealth Management
Pennsylvania
$421K – – –
PCS
2229
Personal CFO Solutions
New Jersey
$421K +$23K +47 +5%
TA
2230
TKG Advisors
Indiana
$420K -$96.3K -197 -18%
LOPW
2231
Live Oak Private Wealth
North Carolina
$419K – – –
BFC
2232
Bedel Financial Consulting
Indiana
$417K -$2.93K -6 -0.7%
JFGIW
2233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$417K -$20K -41 -4%
PIM
2234
Perpetual Investment Management
Australia
$416K – – –
SL
2235
Salomon & Ludwin
Virginia
$416K -$9.77K -20 -2%
FSC
2236
Full Sail Capital
Oklahoma
$415K -$62.1K -127 -12%
FWP
2237
Falcon Wealth Planning
California
$414K -$28.3K -58 -6%
WW
2238
Westshore Wealth
California
$414K – – –
LA
2239
Lifeworks Advisors
Michigan
$414K -$2.44K -5 -0.5%
UPC
2240
Utah Peaks Capital
Utah
$413K +$442K +904 New
MIC
2241
Meridian Investment Counsel
California
$411K -$7.33K -15 -2%
YDMI
2242
Y.D. More Investments
Israel
$411K +$440K +900 New
OCM
2243
Osterweis Capital Management
California
$411K -$15.6K -32 -3%
ITFISA
2244
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$411K – – –
NC
2245
NinePointTwo Capital
California
$410K +$439K +899 New
CWM
2246
CCG Wealth Management
California
$409K -$489 -1 -0.1%
LWM
2247
Lodestone Wealth Management
Washington
$407K +$435K +891 New
WIM
2248
Wittenberg Investment Management
Massachusetts
$406K – – –
EAM
2249
Evanson Asset Management
California
$405K -$43K -88 -9%
OPA
2250
Old Port Advisors
Maine
$405K +$1.96K +4 +0.5%
88 89
90
91 92