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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2576
Adalta Capital Management
New York
$227K – – –
ABP
2577
Arthur B. Page
$227K +$205K +400 New
CISOA
2578
Capital Investment Services of America
Wisconsin
$227K +$205K +400 New
GCM
2579
Garland Capital Management
Washington
$227K +$205K +400 New
HAFS
2580
Hapanowicz & Associates Financial Services
Pennsylvania
$227K +$205K +400 New
JMFC
2581
J.M. Forbes & Co
Massachusetts
$227K +$205K +400 New
PSIWM
2582
Paradigm Strategies in Wealth Management
Minnesota
$227K +$205K +400 New
VFPI
2583
Vantage Financial Partners (Illinois)
Illinois
$227K +$205K +400 New
BFS
2584
Bickling Financial Services
Massachusetts
$226K +$204K +398 New
KOMWMG
2585
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$226K +$204K +398 New
HWM
2586
HighMark Wealth Management
Minnesota
$225K – – –
GSC
2587
Ground Swell Capital
South Carolina
$225K +$203K +396 New
VBWMG
2588
Von Berge Wealth Management Group
California
$225K +$228K +446 New
IP
2589
Ignite Planners
California
$225K +$236K +460 New
AOWM
2590
Alpha Omega Wealth Management
Virginia
$224K -$25.6K -50 -10%
BCM
2591
BTC Capital Management
Iowa
$224K +$202K +395 New
HG
2592
Harbor Group
New Hampshire
$224K +$202K +395 New
ZF
2593
Zhang Financial
Michigan
$223K +$201K +392 New
NS
2594
Newman & Schimel
Illinois
$222K +$200K +391 New
SFG
2595
SevenBridge Financial Group
Pennsylvania
$222K +$200K +391 New
CWM
2596
Chesapeake Wealth Management
Virginia
$221K -$43K -84 -18%
AWM
2597
Activest Wealth Management
Florida
$221K +$55.8K +109 +39%
BC
2598
Bowman & Company
Wisconsin
$221K +$199K +388 New
RFA
2599
Resurgent Financial Advisors
Georgia
$221K +$199K +389 New
SNBOSD
2600
Security National Bank of So Dak
Iowa
$221K +$199K +389 New
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