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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2576
Gradient Capital Advisors
California
$268K – – –
RS
2577
Retirement Solution
Washington
$267K +$35.3K +72 +15%
CCG
2578
Chatham Capital Group
Georgia
$267K -$29.4K -60 -10%
CHAM
2579
Clear Harbor Asset Management
Connecticut
$267K +$264K +538 New
SOAG
2580
Silver Oak Advisory Group
Oregon
$267K +$490 +1 +0.2%
IIL
2581
Insight Inv LLC
California
$267K – – –
CWP
2582
Concord Wealth Partners
Virginia
$266K -$29.9K -61 -10%
CWA
2583
CM Wealth Advisors
Ohio
$266K +$18.6K +38 +8%
VC
2584
Vicus Capital
Pennsylvania
$265K -$6.38K -13 -2%
CRI
2585
Commonwealth Retirement Investments
Virginia
$265K – – –
JE
2586
JMAC Enterprises
Pennsylvania
$265K +$261K +533 New
UI
2587
Unconventional Investor
New Hampshire
$264K – – –
ODIJL
2588
One Day In July LLC
Vermont
$264K -$135K -276 -34%
CG
2589
Clifford Group
Massachusetts
$262K – – –
WA
2590
Wealthstream Advisors
New York
$262K +$14.7K +30 +6%
KFI
2591
Key Financial Inc
Pennsylvania
$261K +$24.5K +50 +11%
MCIA
2592
Mountain Capital Investment Advisors
Colorado
$261K +$490 +1 +0.2%
SAM
2593
Secure Asset Management
Michigan
$261K -$15.2K -31 -6%
CWA
2594
Centennial Wealth Advisory
Michigan
$260K – – –
AWP
2595
Ascent Wealth Partners
New York
$259K -$981 -2 -0.4%
WCFA
2596
Walkner Condon Financial Advisors
Wisconsin
$259K +$18.1K +37 +8%
DWMG
2597
DB Wealth Management Group
California
$259K – – –
W
2598
Wealthquest
Ohio
$258K -$9.81K -20 -4%
CIC
2599
Cornercap Investment Counsel
Georgia
$258K – – –
KWM
2600
KFG Wealth Management
Indiana
$257K +$254K +517 New
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