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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2326
Abbot Financial Management
Massachusetts
$1.37M -$4.98K -5 -0.3%
RFA
2327
Resurgent Financial Advisors
Georgia
$1.36M +$77.7K +78 +6%
FPI
2328
Financial Plan Inc
Washington
$1.36M +$75.7K +76 +6%
PI
2329
Pachira Investments
California
$1.36M +$95.7K +96 +7%
TL
2330
Tradewinds LLC
North Carolina
$1.36M +$2.18M +2,186 +234%
BF
2331
Baring Financial
Washington
$1.36M -$29.9K -30 -2%
HPM
2332
Hoxton Planning & Management
West Virginia
$1.36M -$29.9K -30 -2%
BEW
2333
Burton Enright Welch
California
$1.35M -$99.6K -100 -6%
BPW
2334
BlueDoor Private Wealth
Massachusetts
$1.35M -$33.9K -34 -2%
TIM
2335
Tortoise Investment Management
New York
$1.35M +$13.9K +14 +1%
FAM
2336
Formidable Asset Management
Ohio
$1.35M -$6.97K -7 -0.5%
WF
2337
Whelan Financial
California
$1.35M +$11K +11 +0.8%
RWPA
2338
Richard W. Paul & Associates
Michigan
$1.35M -$197K -198 -12%
WCCM
2339
Willow Creek Capital Management
Montana
$1.34M +$1.43M +1,437 New
KSB
2340
Kennebec Savings Bank
Maine
$1.34M +$4.98K +5 +0.3%
WA
2341
Wealth Alliance
New York
$1.34M -$8.97K -9 -0.6%
ATC
2342
Adirondack Trust Company
New York
$1.34M -$19.9K -20 -1%
CFG
2343
Chapman Financial Group
Hawaii
$1.33M – – –
RCM
2344
Radnor Capital Management
Pennsylvania
$1.33M – – –
HA
2345
Hofer & Associates
California
$1.33M +$30.9K +31 +2%
APFP
2346
Action Point Financial Planning
Michigan
$1.33M +$1.43M +1,434 New
SGK
2347
Steigerwald Gordon & Koch
Virginia
$1.33M -$14.9K -15 -1%
DDPIC
2348
Deroy & Devereaux Private Investment Counsel
Michigan
$1.32M -$7.97K -8 -0.6%
SAMC
2349
Spectrum Asset Management (California)
California
$1.32M +$996 +1 +0.1%
1IA
2350
1834 Investment Advisors
Wisconsin
$1.32M +$50.8K +51 +4%
92 93
94
95 96