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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
2601
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K -$2.62K -5 -1%
FNBTCON
2602
First National Bank & Trust Co of Newtown
Pennsylvania
$234K – – –
WFS
2603
Walker Financial Services
Kentucky
$233K +$213K +405 New
STC
2604
Sarah T. Connolly
$233K -$14.2K -27 -6%
CCP
2605
Cassia Capital Partners
North Carolina
$233K – – –
BDF
2606
Black Diamond Financial
Maryland
$232K +$211K +403 New
HF
2607
Halpern Financial
Virginia
$231K – – –
JMFC
2608
J.M. Forbes & Co
Massachusetts
$231K +$1.05K +2 +0.5%
RIM
2609
Reynolds Investment Management
South Carolina
$231K +$210K +401 New
ER
2610
Enlightenment Research
Florida
$230K -$2.41M -4,600 -92%
DU
2611
Delphia (USA)
Ontario, Canada
$230K -$56.7K -108 -21%
ABP
2612
Arthur B. Page
$230K – – –
GCM
2613
Garland Capital Management
Washington
$230K – – –
HAFS
2614
Hapanowicz & Associates Financial Services
Pennsylvania
$230K – – –
PSIWM
2615
Paradigm Strategies in Wealth Management
Minnesota
$230K – – –
BFS
2616
Bickling Financial Services
Massachusetts
$230K +$525 +1 +0.3%
PMG
2617
ProVise Management Group
Florida
$230K +$210K +400 New
MIM
2618
Meixler Investment Management
Arizona
$229K -$53.5K -102 -20%
CCM
2619
Cribstone Capital Management
Maine
$229K -$15.2K -29 -7%
KOMWMG
2620
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$229K – – –
VBFP
2621
Valtinson Bruner Financial Planning
Minnesota
$229K +$14.7K +28 +8%
RWP
2622
Revolve Wealth Partners
New Jersey
$229K +$208K +397 New
HWM
2623
HighMark Wealth Management
Minnesota
$228K – – –
BZWA
2624
Blue Zone Wealth Advisors
California
$228K +$10.5K +20 +5%
PCMC
2625
Private Capital Management (Colorado)
Colorado
$228K +$14.2K +27 +7%
103 104
105
106 107