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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCI
2501
MRP Capital Investments
Georgia
$303K – – –
WHC
2502
Wulff, Hansen & Co
California
$303K – – –
IWA
2503
IBEX Wealth Advisors
New Jersey
$302K -$53.5K -109 -15%
PCA
2504
Prosperity Capital Advisors
Ohio
$302K +$8.83K +18 +3%
IBOK
2505
Independence Bank of Kentucky
Kentucky
$302K – – –
MWM
2506
Meritas Wealth Management
California
$298K – – –
BDWCC
2507
B&D White Capital Company
Texas
$298K -$2.55M -5,200 -90%
CWP
2508
Curated Wealth Partners
California
$298K -$1.47K -3 -0.5%
WFS
2509
Widmann Financial Services
Maryland
$297K -$4.91K -10 -2%
ACM
2510
AUA Capital Management
Pennsylvania
$297K – – –
CWG
2511
Crown Wealth Group
North Carolina
$296K +$33.8K +69 +13%
UIA
2512
Ulland Investment Advisors
Minnesota
$296K – – –
TSWM
2513
Triangle Securities Wealth Management
North Carolina
$296K +$1.96K +4 +0.7%
AWM
2514
Accurate Wealth Management
Florida
$295K +$98.6K +201 +51%
BMD
2515
Better Money Decisions
New Mexico
$294K -$7.85K -16 -3%
BB
2516
Bell Bank
North Dakota
$294K +$29.9K +61 +12%
ECM
2517
Ensemble Capital Management
California
$293K – – –
EWA
2518
Evolution Wealth Advisors
Florida
$293K +$29.4K +60 +11%
PCMC
2519
Private Capital Management (Colorado)
Colorado
$293K +$289K +589 New
PFM
2520
Peak Financial Management
Massachusetts
$291K – – –
CYG
2521
Clean Yield Group
Vermont
$291K -$27.5K -56 -9%
VPP
2522
Vertex Planning Partners
Illinois
$290K -$123K -250 -30%
MIA
2523
MainStreet Investment Advisors
Illinois
$290K -$14.2K -29 -5%
CA
2524
Callahan Advisors
Texas
$289K – – –
EIG
2525
Ellenbecker Investment Group
Wisconsin
$289K +$5.39K +11 +2%
99 100
101
102 103