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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2476
BMS Financial Advisors
South Dakota
$320K +$5.88K +12 +2%
WC
2477
Weil Company
California
$319K -$18.1K -37 -5%
EIA
2478
Edgemoor Investment Advisors
Maryland
$319K -$9.81K -20 -3%
MIM
2479
Martin Investment Management
Florida
$318K – – –
ACA
2480
Affinity Capital Advisors
California
$318K – – –
EF
2481
Exeter Financial
Arizona
$317K +$490 +1 +0.2%
VCM
2482
Vivaldi Capital Management
Illinois
$317K +$15.7K +32 +5%
LAS
2483
LWM Advisory Services
Florida
$317K – – –
OGF
2484
Orin Green Financial
California
$316K -$12.8K -26 -4%
PCH
2485
PGIM Custom Harvest
New Jersey
$315K +$46.6K +95 +18%
OBWG
2486
Onyx Bridge Wealth Group
New York
$314K -$81.4K -166 -21%
IF
2487
Intrua Financial
Texas
$314K -$148K -302 -33%
AOI
2488
Auto-Owners Insurance
Michigan
$313K – – –
HWA
2489
Heartwood Wealth Advisors
Virginia
$313K – – –
LF
2490
Lantz Financial
Illinois
$312K – – –
JJBC
2491
James J. Burns & Company
New York
$310K +$307K +625 New
RA
2492
Riversedge Advisors
Delaware
$309K +$305K +622 New
BWM
2493
Blossom Wealth Management
California
$309K +$21.1K +43 +7%
FFBTD
2494
First Financial Bank - Trust Division
Ohio
$309K +$1.47K +3 +0.5%
LCC
2495
Lincoln Capital Corp
Rhode Island
$308K -$27.5K -56 -8%
PAMG
2496
Patton Albertson Miller Group
Tennessee
$308K – – –
BAM
2497
BOS Asset Management
Illinois
$308K +$2.45K +5 +0.8%
IIM
2498
InTrack Investment Management
Vermont
$307K +$3.92K +8 +1%
WRPWM
2499
Werba Rubin Papier Wealth Management
California
$307K +$2.94K +6 +1%
LCWP
2500
Legacy Capital Wealth Partners
Arkansas
$306K +$302K +616 New
98 99
100
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