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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2476
Peak Financial Management
Massachusetts
$649K +$214K +300 +51%
WE
2477
Wealth Effects
Massachusetts
$649K -$313K -438 -33%
VW
2478
Vantage Wealth
California
$648K – – –
NCM
2479
New Capital Management
Texas
$648K -$7.2M -10,090 -92%
GAM
2480
Gemmer Asset Management
California
$647K +$62.1K +87 +11%
PT
2481
Plimoth Trust
Massachusetts
$638K -$250K -350 -29%
HCM
2482
Harvey Capital Management
Florida
$637K – – –
PCS
2483
Private Client Services
Kentucky
$636K +$28.6K +40 +5%
MCM
2484
Monarch Capital Management
Indiana
$635K +$6.42K +9 +1%
PCM
2485
Poehling Capital Management
Wisconsin
$634K +$2.86K +4 +0.5%
TA
2486
TFB Advisors
Kansas
$634K +$393K +550 +168%
VBWMG
2487
Von Berge Wealth Management Group
California
$634K +$203K +284 +49%
HFS
2488
Howard Financial Services
Texas
$634K -$3.57K -5 -0.6%
AI
2489
AXS Investments
New York
$632K +$74.2K +104 +14%
BMWM
2490
Brown Miller Wealth Management
Virginia
$631K -$40.7K -57 -6%
OL
2491
Owen LaRue
Kentucky
$627K +$115K +161 +23%
TS
2492
Tamar Securities
California
$627K +$138K +194 +29%
FZCM
2493
Flynn Zito Capital Management
New York
$626K +$610K +854 New
OPA
2494
Old Port Advisors
Maine
$622K -$25.7K -36 -4%
CA
2495
Callahan Advisors
Texas
$621K +$94.2K +132 +18%
WCM
2496
WealthBridge Capital Management
Ohio
$620K -$54.3K -76 -8%
MFG
2497
Menard Financial Group
Texas
$620K +$381K +534 +171%
PVH
2498
Psagot Value Holdings
Israel
$619K -$2M -2,798 -77%
RA
2499
Riversedge Advisors
Delaware
$619K +$31.4K +44 +5%
AF
2500
Alerus Financial
North Dakota
$618K – – –
98 99
100
101 102