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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2501
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M – – –
VCAM
2502
Van Cleef Asset Management
Ohio
$1.17M – – –
WFA
2503
WestHill Financial Advisors
California
$1.17M -$20.5K -21 -2%
PWP
2504
Pursue Wealth Partners
California
$1.17M +$568K +583 +99%
CWM
2505
Cahaba Wealth Management
Georgia
$1.17M -$3.9K -4 -0.3%
RF
2506
Roxbury Financial
New Jersey
$1.16M +$20.5K +21 +2%
DWAM
2507
Duncan Williams Asset Management
Tennessee
$1.16M -$395K -405 -26%
AP
2508
Anchyra Partners
Georgia
$1.16M +$177K +182 +19%
BFWA
2509
Benchmark Financial Wealth Advisors
Florida
$1.16M +$46.8K +48 +4%
GHA
2510
GW Henssler & Associates
Georgia
$1.16M +$63.3K +65 +6%
BOPW
2511
Brandywine Oak Private Wealth
Pennsylvania
$1.16M +$23.4K +24 +2%
EFA
2512
Evernest Financial Advisors
Indiana
$1.16M +$3.9K +4 +0.3%
WA
2513
WP Advisors
California
$1.16M +$29.2K +30 +3%
MAC
2514
Mason & Associates (California)
California
$1.16M -$23.4K -24 -2%
CG
2515
CFO4Life Group
Texas
$1.16M -$296K -304 -21%
PL
2516
PeakShares LLC
Florida
$1.16M -$60.4K -62 -5%
WTFG
2517
Wood Tarver Financial Group
Idaho
$1.15M -$4.87K -5 -0.4%
RCM
2518
Requisite Capital Management
Texas
$1.15M +$2.92K +3 +0.3%
DWM
2519
Dogwood Wealth Management
Kansas
$1.15M -$455K -467 -29%
IFS
2520
Intelligent Financial Strategies
Minnesota
$1.15M – – –
FAFN
2521
First Affirmative Financial Network
Colorado
$1.15M +$1.13M +1,155 New
MHC
2522
May Hill Capital
Massachusetts
$1.15M +$200K +205 +22%
TFM
2523
TFC Financial Management
Massachusetts
$1.15M -$58.5K -60 -5%
CG
2524
Carmignac Gestion
France
$1.15M -$3.41M -3,502 -75%
BA
2525
Birinyi Associates
Connecticut
$1.15M – – –
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