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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
2476
Baker Boyer National Bank
Washington
$1.14M +$43.8K +44 +4%
FPGK
2477
Financial Partners Group (Kansas)
Kansas
$1.14M +$95.7K +96 +9%
TFGT
2478
TS Financial Group (TSFG)
Illinois
$1.14M +$996 +1 +0.1%
IFPG
2479
Intrepid Financial Planning Group
Indiana
$1.14M -$49.8K -50 -4%
RDFA
2480
Ritter Daniher Financial Advisory
Ohio
$1.14M -$74.7K -75 -6%
BFC
2481
Bedel Financial Consulting
Indiana
$1.13M +$152K +153 +14%
JSL
2482
JT Stratford LLC
Georgia
$1.13M -$772K -775 -39%
OL
2483
OneFund LLC
Florida
$1.13M -$7.97K -8 -0.7%
DC
2484
Destiny Capital
Colorado
$1.13M -$6.97K -7 -0.6%
IP
2485
Interval Partners
New York
$1.13M -$1.51M -1,512 -56%
FM
2486
Family Management
New York
$1.13M -$13K -13 -1%
CFA
2487
Cahill Financial Advisors
Minnesota
$1.13M -$68.7K -69 -5%
PHAM
2488
Palisades Hudson Asset Management
Florida
$1.12M – – –
MCM
2489
Morton Capital Management
California
$1.12M +$236K +237 +25%
SAM
2490
Sompo Asset Management
Japan
$1.12M -$159K -160 -12%
MBC
2491
Michael Brady & Co
Ohio
$1.12M -$199K -200 -14%
SAM
2492
Summit Asset Management
Tennessee
$1.11M – – –
SCP
2493
Stamos Capital Partners
California
$1.11M +$265K +266 +29%
EFA
2494
Evernest Financial Advisors
Indiana
$1.11M +$24.9K +25 +2%
FC
2495
Fulcrum Capital
Washington
$1.11M – – –
TFM
2496
TFC Financial Management
Massachusetts
$1.11M +$29.9K +30 +3%
SDWMA
2497
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M +$9.96K +10 +0.9%
WFP
2498
Worthington Financial Partners
Ohio
$1.1M -$274K -275 -19%
JCFM
2499
JBR Co Financial Management
Oklahoma
$1.1M -$219K -220 -16%
PWP
2500
Prasad Wealth Partners
Ohio
$1.1M -$8.97K -9 -0.8%
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