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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2526
Tributary Capital Management
Nebraska
$785K -$26K -30 -3%
VW
2527
Vantage Wealth
California
$785K – – –
NCM
2528
New Capital Management
Texas
$784K – – –
LA
2529
Lifeworks Advisors
Michigan
$784K – – –
TWA
2530
Tandem Wealth Advisors
Arizona
$784K +$56.4K +65 +8%
PL
2531
Perpetual Ltd
Australia
$783K +$4.34K +5 +0.6%
WCP
2532
Wick Capital Partners
Pennsylvania
$778K +$58.1K +67 +8%
TFGT
2533
TS Financial Group (TSFG)
Illinois
$778K +$13K +15 +2%
WC
2534
Wexford Capital
Florida
$777K -$146K -168 -16%
MFG
2535
Menard Financial Group
Texas
$776K +$4.34K +5 +0.6%
BWA
2536
BlueChip Wealth Advisors
Georgia
$776K -$9.55K -11 -1%
BWG
2537
Beta Wealth Group
California
$775K -$6.94K -8 -0.9%
PIN
2538
Prudent Investors Network
California
$773K +$757K +872 New
HCM
2539
Harvey Capital Management
Florida
$771K – – –
RA
2540
Riversedge Advisors
Delaware
$771K +$10.4K +12 +1%
OPA
2541
Old Port Advisors
Maine
$770K -$6.94K -8 -0.9%
MPW
2542
MGO Private Wealth
California
$769K -$80.7K -93 -10%
RL
2543
Retireful LLC
Michigan
$769K -$3.38M -3,891 -82%
HFS
2544
Howard Financial Services
Texas
$767K +$868 +1 +0.1%
CIP
2545
Convergence Investment Partners
Florida
$766K -$33K -38 -4%
BAM
2546
Berkshire Asset Management
Pennsylvania
$765K – – –
MCM
2547
Monarch Capital Management
Indiana
$764K -$4.34K -5 -0.6%
FLII
2548
First Long Island Investors
New York
$764K +$748K +862 New
PWW
2549
Pettyjohn Wood & White
Virginia
$763K +$26K +30 +4%
RA
2550
Ruggaard & Associates
Ohio
$762K -$29.5K -34 -4%
100 101
102
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