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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
2551
Poplar Forest Capital
California
$236K – – –
VWA
2552
VERITY Wealth Advisors
United States
$236K – – –
WCM
2553
Wunderlich Capital Managemnt
Tennessee
$236K – – –
AWA
2554
Archvest Wealth Advisors
California
$236K +$260K +500 New
PP
2555
PrairieView Partners
Minnesota
$235K +$520 +1 +0.2%
SPC
2556
Stewart & Patten Company
California
$235K +$3.12K +6 +1%
MCP
2557
Mirador Capital Partners
California
$234K -$105K -202 -29%
LAM
2558
LFS Asset Management
California
$234K +$39K +75 +18%
ICP
2559
Interchange Capital Partners
Pennsylvania
$233K -$22.4K -43 -8%
SIS
2560
Sound Income Strategies
Florida
$233K +$60.3K +116 +31%
BHWM
2561
Beaird Harris Wealth Management
Texas
$233K +$156K +300 +155%
CWAF
2562
Core Wealth Advisors (Florida)
Florida
$232K +$27.6K +53 +12%
SWM
2563
Sculati Wealth Management
Michigan
$232K +$255K +491 New
SL
2564
Summitry LLC
California
$232K +$256K +492 New
SWAG
2565
Spectrum Wealth Advisory Group
California
$231K – – –
SIM
2566
Studio Investment Management
Illinois
$231K – – –
BFS
2567
Beacon Financial Strategies
North Carolina
$230K – – –
RTS
2568
Round Table Services
New Jersey
$230K – – –
NEWAS
2569
N.E.W. Advisory Services
Wisconsin
$230K +$14K +27 +6%
AWM
2570
Aevitas Wealth Management
Massachusetts
$229K – – –
LA
2571
Lynch & Associates
Indiana
$229K +$5.2K +10 +2%
WCFA
2572
Walkner Condon Financial Advisors
Wisconsin
$228K -$74.9K -144 -23%
AC
2573
Asio Capital
Kentucky
$228K -$26K -50 -9%
B
2574
Bridgeworth
Alabama
$227K -$5.72K -11 -2%
VAM
2575
Vienna Asset Management
California
$227K +$250K +480 New
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