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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFPL
2551
Advus Financial Partners, LLC
Florida
$574K +$16.4K +23 +3%
LCWP
2552
Legacy Capital Wealth Partners
Arkansas
$574K +$455K +637 +128%
WCM
2553
Wedge Capital Management
North Carolina
$573K -$28.6K -40 -5%
KAS
2554
KPP Advisory Services
Kentucky
$573K +$13.6K +19 +2%
FSA
2555
Financial Security Advisor
Virginia
$573K +$71.4K +100 +15%
PW
2556
Peninsula Wealth
California
$572K +$3.57K +5 +0.6%
CCM
2557
Carlson Capital Management
Minnesota
$572K -$1.27M -1,785 -70%
SW
2558
SMART Wealth
Nebraska
$571K – – –
CCM
2559
Chickasaw Capital Management
Tennessee
$571K – – –
RCA
2560
Ranch Capital Advisors
Florida
$571K +$3.57K +5 +0.6%
JC
2561
JB Capital
Connecticut
$571K +$22.8K +32 +4%
JF
2562
Joule Financial
Kentucky
$570K -$6.42K -9 -1%
BCM
2563
Boltwood Capital Management
California
$569K -$17.1K -24 -3%
VST
2564
Van Strum & Towne
California
$569K – – –
HCM
2565
Howard Capital Management
Georgia
$569K -$21.4K -30 -4%
FP
2566
Financial Perspectives
Minnesota
$568K -$22.1K -31 -4%
FSC
2567
Full Sail Capital
Oklahoma
$566K -$8.57K -12 -2%
WC
2568
Weil Company
California
$566K +$21.4K +30 +4%
HI
2569
Hendershot Investments
Virginia
$565K – – –
AFM
2570
Abbot Financial Management
Massachusetts
$564K -$714 -1 -0.1%
FCCM
2571
First City Capital Management
Georgia
$563K -$7.14K -10 -1%
VIP
2572
Vista Investment Partners
Oklahoma
$563K -$2.86K -4 -0.5%
ACM
2573
AUA Capital Management
Pennsylvania
$563K +$12.8K +18 +2%
CD
2574
Chapin Davis
Maryland
$562K +$15K +21 +3%
BFG
2575
Beacon Financial Group
Texas
$560K +$3.57K +5 +0.7%
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