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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
2501
PCA Investment Advisory Services
Ohio
$351K – – –
BPFA
2502
Barnes Pettey Financial Advisors
Mississippi
$350K – – –
VFG
2503
V2 Financial group
Illinois
$350K – – –
LF
2504
Lantz Financial
Illinois
$349K +$10.6K +21 +3%
SWM
2505
Soundmark Wealth Management
Washington
$349K – – –
WRPWM
2506
Werba Rubin Papier Wealth Management
California
$348K +$14.7K +29 +5%
KCFA
2507
Key Client Fiduciary Advisors
New Jersey
$348K -$8.1K -16 -2%
SCA
2508
Sandy Cove Advisors
Massachusetts
$344K +$99.7K +197 +45%
OGF
2509
Orin Green Financial
California
$342K – – –
WI
2510
WrapManager Inc
California
$341K -$61.2K -121 -16%
EF
2511
Exeter Financial
Arizona
$341K – – –
PWA
2512
Peterson Wealth Advisors
Utah
$340K -$365K -722 -53%
BMD
2513
Better Money Decisions
New Mexico
$340K +$20.2K +40 +7%
PCH
2514
PGIM Custom Harvest
New Jersey
$339K -$2.02K -4 -0.6%
AOI
2515
Auto-Owners Insurance
Michigan
$339K – – –
APW
2516
Aurora Private Wealth
New Jersey
$339K -$11.1K -22 -3%
CIP
2517
Capital Insight Partners
Arizona
$338K +$318K +628 New
AWP
2518
Ascent Wealth Partners
New York
$338K +$53.1K +105 +20%
AMR
2519
Asset Management Resources
Massachusetts
$338K -$10.1K -20 -3%
FFA
2520
Fragasso Financial Advisors
Pennsylvania
$337K +$35.4K +70 +13%
FM
2521
Foster & Motley
Ohio
$337K -$25.3K -50 -7%
HWA
2522
Heartwood Wealth Advisors
Virginia
$336K -$2.53K -5 -0.8%
EWA
2523
Evolution Wealth Advisors
Florida
$336K +$17.7K +35 +6%
RA
2524
Riversedge Advisors
Delaware
$335K +$506 +1 +0.2%
WWM
2525
WJ Wealth Management
Arizona
$335K +$315K +622 New
99 100
101
102 103