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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
2526
Silver Oak Advisory Group
Oregon
$983K +$975 +1 +0.1%
PP
2527
Postrock Partners
Oregon
$982K – – –
PIM
2528
Profit Investment Management
Maryland
$979K – – –
FFC
2529
First Financial Corp
Indiana
$978K -$12.7K -13 -1%
CFG
2530
CKW Financial Group
Hawaii
$975K -$1.35M -1,388 -58%
FFS
2531
Fortress Financial Solutions
Arizona
$975K +$496K +509 +98%
PWA
2532
Prairie Wealth Advisors
Nebraska
$970K +$1.95K +2 +0.2%
TFA
2533
Trinity Financial Advisors
Ohio
$970K -$9.75K -10 -1%
BIM
2534
Barton Investment Management
Pennsylvania
$968K – – –
NAAA
2535
New Age Alpha Advisors
New York
$967K -$16M -16,391 -94%
DI
2536
Diligent Investors
California
$966K +$128K +131 +15%
PAMG
2537
Patton Albertson Miller Group
Tennessee
$965K +$975 +1 +0.1%
CWC
2538
Carolinas Wealth Consulting
North Carolina
$962K +$50.7K +52 +5%
RRCM
2539
Rappaport Reiches Capital Management
Illinois
$962K +$58.5K +60 +6%
EA
2540
Eclectic Associates
California
$960K -$88.7K -91 -8%
LFS
2541
Littlejohn Financial Services
Oregon
$960K -$60.4K -62 -6%
RB
2542
Renasant Bank
Mississippi
$960K -$31.2K -32 -3%
FG
2543
Foster Group
Iowa
$959K +$156K +160 +19%
EGWAG
2544
Elwood & Goetz Wealth Advisory Group
Georgia
$959K -$43.9K -45 -4%
KAS
2545
KPP Advisory Services
Kentucky
$957K +$31.2K +32 +3%
ICP
2546
Interchange Capital Partners
Pennsylvania
$957K +$23.4K +24 +2%
BW
2547
Blalock Williams
Alabama
$956K +$48.7K +50 +5%
CTC
2548
Cetera Trust Company
Minnesota
$954K -$34.1K -35 -3%
ACM
2549
Ascent Capital Management
Oregon
$954K +$13.7K +14 +1%
MGWM
2550
Marks Group Wealth Management
Minnesota
$954K +$6.83K +7 +0.7%
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