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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
2401
Mendel Money Management
Illinois
$1.11M -$27.8K -29 -2%
OC
2402
Optima Capital
Oregon
$1.1M +$10.5K +11 +0.9%
CWM
2403
Cahaba Wealth Management
Georgia
$1.1M -$63.3K -66 -5%
BFC
2404
Bedel Financial Consulting
Indiana
$1.1M +$86.3K +90 +8%
CFA
2405
Cahill Financial Advisors
Minnesota
$1.1M +$142K +148 +14%
S
2406
Sachetta
Massachusetts
$1.1M -$11.5K -12 -1%
MS
2407
Marshall & Sullivan
Washington
$1.1M -$24.9K -26 -2%
MCM
2408
Morton Capital Management
California
$1.1M -$203K -212 -15%
MIM
2409
Morningstar Investment Management
Illinois
$1.1M +$13.4K +14 +1%
WPC
2410
Waters Parkerson & Co
Louisiana
$1.1M – – –
AF
2411
Atala Financial
California
$1.09M – – –
RFW
2412
Rainier Family Wealth
Washington
$1.09M +$184K +192 +19%
CWM
2413
Concentrum Wealth Management
California
$1.09M +$173K +181 +18%
CA
2414
Centerpoint Advisors
Massachusetts
$1.09M +$14.4K +15 +1%
WWA
2415
Wisconsin Wealth Advisors
Wisconsin
$1.09M +$7.67K +8 +0.7%
HP
2416
Holistic Planning
Texas
$1.09M +$22K +23 +2%
PWM
2417
PBMares Wealth Management
Virginia
$1.09M -$2.88K -3 -0.3%
EFG
2418
Embree Financial Group
Illinois
$1.09M +$72.8K +76 +7%
PFG
2419
PAX Financial Group
Texas
$1.08M -$5.75K -6 -0.5%
ICP
2420
Interchange Capital Partners
Pennsylvania
$1.08M +$144K +150 +15%
CWM
2421
Castle Wealth Management
Florida
$1.08M +$24K +25 +2%
ALAM
2422
Asahi Life Asset Management
Japan
$1.08M +$33.5K +35 +3%
RF
2423
Roxbury Financial
New Jersey
$1.08M -$8.63K -9 -0.8%
DA
2424
Dover Advisors
Virginia
$1.08M +$8.63K +9 +0.8%
FCFC
2425
First Commonwealth Financial Corp
Pennsylvania
$1.08M -$128K -134 -10%
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