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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2476
Meridian Investment Counsel
California
$767K – – –
CIP
2477
Convergence Investment Partners
Florida
$766K -$222K -285 -24%
BW
2478
BIP Wealth
Georgia
$766K -$261K -334 -27%
BAM
2479
Berkshire Asset Management
Pennsylvania
$765K +$284K +364 +68%
MW
2480
Marcum Wealth
Ohio
$764K +$49.9K +64 +8%
OFS
2481
Orrstown Financial Services
Pennsylvania
$763K -$66.3K -85 -9%
OCM
2482
Osterweis Capital Management
California
$762K -$4.68K -6 -0.7%
CGA
2483
Crescent Grove Advisors
Illinois
$762K -$10.9K -14 -2%
KAS
2484
KPP Advisory Services
Kentucky
$761K +$88.2K +113 +14%
SFS
2485
Symphony Financial Services
Ohio
$760K +$431K +552 New
RA
2486
Ruggaard & Associates
Ohio
$760K -$18.7K -24 -3%
ODIJL
2487
One Day In July LLC
Vermont
$760K +$75.7K +97 +12%
WAM
2488
Weinberger Asset Management
California
$757K +$2.34K +3 +0.3%
BFWA
2489
Benchmark Financial Wealth Advisors
Florida
$754K -$43.7K -56 -6%
WMA
2490
Wealth Management Associates
New Jersey
$752K – – –
VW
2491
Vantage Wealth
California
$752K – – –
NWWA
2492
New Wave Wealth Advisors
Arkansas
$752K +$691K +885 New
BWA
2493
BlueChip Wealth Advisors
Georgia
$752K +$459K +588 +198%
NCM
2494
New Capital Management
Texas
$752K – – –
LA
2495
Lifeworks Advisors
Michigan
$751K -$53.1K -68 -7%
VW
2496
Vance Wealth
California
$750K -$52.3K -67 -7%
BWG
2497
Beta Wealth Group
California
$750K -$7.02K -9 -1%
EFSCE
2498
Enterprise Financial Services Corp (EFSC)
Missouri
$749K -$8.58K -11 -1%
SEC
2499
Seven Eight Capital
New York
$748K -$4.96M -6,355 -88%
AAG
2500
Armstrong Advisory Group
Massachusetts
$747K +$174K +223 +34%
98 99
100
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