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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2476
CFO4Life Group
Texas
$250K -$89.8K -177 -27%
FM
2477
Foster & Motley
Ohio
$250K -$2.54K -5 -0.9%
CCM
2478
Canal Capital Management
Virginia
$250K – – –
BZWA
2479
Blue Zone Wealth Advisors
California
$250K +$63.4K +125 +32%
CIC
2480
Cornercap Investment Counsel
Georgia
$249K -$29.9K -59 -10%
SCP
2481
Stamos Capital Partners
California
$249K +$264K +520 New
PWS
2482
Paragon Wealth Strategies
Florida
$248K -$6.09K -12 -2%
PCG
2483
Private Capital Group
Connecticut
$246K -$206K -406 -44%
AIM
2484
Acropolis Investment Management
Missouri
$246K +$4.57K +9 +2%
CWG
2485
Crown Wealth Group
North Carolina
$246K +$25.4K +50 +11%
RA
2486
Rodgers & Associates
Pennsylvania
$245K – – –
1CP
2487
17 Capital Partners
Arizona
$243K -$38K -75 -13%
CNAM
2488
Campbell Newman Asset Management
Wisconsin
$242K – – –
BB
2489
Bell Bank
North Dakota
$242K +$45.1K +89 +21%
OFG
2490
Omega Financial Group
California
$242K +$256K +504 New
WA
2491
Waverly Advisors
Alabama
$242K +$256K +505 New
ES
2492
ETF Store
Kansas
$241K – – –
IA
2493
Inspire Advisors
Idaho
$241K +$64.4K +127 +34%
RWM
2494
Raffa Wealth Management
District of Columbia
$241K – – –
PFC
2495
Poplar Forest Capital
California
$240K -$13.2K -26 -5%
MIM
2496
Merrion Investment Management
New Jersey
$240K – – –
MCM
2497
Mill Capital Management
North Carolina
$240K – – –
VWA
2498
VERITY Wealth Advisors
United States
$240K – – –
WCM
2499
Wunderlich Capital Managemnt
Tennessee
$240K – – –
RB
2500
Renasant Bank
Mississippi
$240K +$1.52K +3 +0.6%
98 99
100
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