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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2501
Security National Bank
Nebraska
$525K +$38.5K +65 +9%
BWA
2502
BlueChip Wealth Advisors
Georgia
$524K +$471K +794 New
FWM
2503
Fairhaven Wealth Management
Illinois
$522K +$1.19K +2 +0.3%
CCG
2504
Catalina Capital Group
California
$521K +$468K +789 New
WI
2505
WrapManager Inc
California
$519K +$12.4K +21 +3%
JF
2506
Joule Financial
Kentucky
$519K +$466K +787 New
RCA
2507
Ranch Capital Advisors
Florida
$519K +$459K +774 New
FSC
2508
Full Sail Capital
Oklahoma
$518K +$3.56K +6 +0.8%
ST
2509
Sabal Trust
Florida
$518K +$203K +343 +78%
1WM
2510
1900 Wealth Management
Texas
$517K -$190K -321 -29%
BIA
2511
Bigelow Investment Advisors
Maine
$516K -$38.5K -65 -8%
CWM
2512
CCG Wealth Management
California
$515K +$13K +22 +3%
CCM
2513
Chickasaw Capital Management
Tennessee
$515K -$5.93K -10 -1%
SW
2514
SMART Wealth
Nebraska
$515K +$1.78K +3 +0.4%
AR
2515
Apeiron RIA
Texas
$515K +$17.8K +30 +4%
SL
2516
Salomon & Ludwin
Virginia
$515K – – –
FCCM
2517
First City Capital Management
Georgia
$514K +$46.2K +78 +11%
VST
2518
Van Strum & Towne
California
$513K -$20.7K -35 -4%
PW
2519
Peninsula Wealth
California
$512K +$2.37K +4 +0.5%
AFM
2520
Abbot Financial Management
Massachusetts
$510K +$28.4K +48 +7%
VIP
2521
Vista Investment Partners
Oklahoma
$510K +$458K +772 New
HI
2522
Hendershot Investments
Virginia
$509K – – –
CCT
2523
Chemung Canal Trust
New York
$508K -$11.9K -20 -3%
BCM
2524
BlueCrest Capital Management
Jersey
$507K -$734K -1,239 -62%
LCM
2525
Lazari Capital Management
California
$506K -$37.9K -64 -8%
99 100
101
102 103