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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
2426
TD Ameritrade Investment Management
Nebraska
$317K -$22K -42 -7%
WI
2427
WrapManager Inc
California
$317K -$2.1K -4 -0.7%
AC
2428
Avenir Corporation
Virginia
$317K – – –
PCI
2429
Planning Center Inc
Illinois
$314K +$286K +545 New
SCM
2430
Stordahl Capital Management
Colorado
$313K +$18.4K +35 +7%
AWM
2431
Accel Wealth Management
Iowa
$312K -$52.5K -100 -16%
AWP
2432
Ascent Wealth Partners
New York
$312K -$16.3K -31 -5%
IIL
2433
Insight Inv LLC
California
$312K -$5.25K -10 -2%
FCIM
2434
Fairview Capital Investment Management
California
$312K – – –
E
2435
ETFidea
New York
$312K – – –
PS
2436
Planned Solutions
California
$311K -$173K -330 -38%
WLPWM
2437
Walled Lake Planning & Wealth Management
Illinois
$311K +$47.2K +90 +20%
ICP
2438
Interchange Capital Partners
Pennsylvania
$311K +$284K +541 New
TC
2439
Trust Company
Kansas
$310K -$22.6K -43 -7%
RTS
2440
Round Table Services
New Jersey
$310K -$8.4K -16 -3%
DWA
2441
Delos Wealth Advisors
Texas
$310K – – –
APW
2442
Aurora Private Wealth
New Jersey
$310K +$7.35K +14 +3%
CWG
2443
Cornerstone Wealth Group
North Carolina
$309K -$4.64M -8,841 -94%
IFO
2444
Independent Family Office
New York
$309K -$17.3K -33 -6%
NPT
2445
Nixon Peabody Trust
Massachusetts
$309K – – –
SAS
2446
Sanford Advisory Services
Michigan
$309K +$17.3K +33 +7%
MCIA
2447
Mountain Capital Investment Advisors
Colorado
$309K +$21K +40 +8%
GAG
2448
Goodman Advisory Group
Massachusetts
$308K +$12.1K +23 +4%
PFSC
2449
Peoples Financial Services Corp
Pennsylvania
$307K +$175K +333 +167%
AC
2450
Asio Capital
Kentucky
$306K – – –
96 97
98
99 100