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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2601
Liberty Wealth Management
California
$875K +$41.2K +43 +5%
MWS
2602
MFA Wealth Services
California
$875K +$13.4K +14 +2%
EHAM
2603
Eagle Harbor Asset Management
Washington
$874K +$47.9K +50 +6%
PCM
2604
Permanent Capital Management
Illinois
$874K +$905K +944 New
BW
2605
Blalock Williams
Alabama
$872K -$33.5K -35 -4%
MWM
2606
Mascoma Wealth Management
New Hampshire
$872K +$1.92K +2 +0.2%
PAW
2607
Plan A Wealth
Nebraska
$870K +$52.7K +55 +6%
MAM
2608
McLean Asset Management
Virginia
$868K -$17.3K -18 -2%
SFA
2609
Souders Financial Advisors
Ohio
$868K +$8.63K +9 +1%
GCA
2610
Gradient Capital Advisors
California
$865K +$293K +306 +49%
FFC
2611
First Financial Corp
Indiana
$865K – – –
PBO
2612
Peoples Bank (Ohio)
Ohio
$862K +$4.79K +5 +0.5%
BFWA
2613
Benchmark Financial Wealth Advisors
Florida
$859K -$10.5K -11 -1%
MCM
2614
McRae Capital Management
New Jersey
$859K – – –
MEG
2615
Millstone Evans Group
Colorado
$859K +$24.9K +26 +3%
TA
2616
Tactive Advisors
Florida
$859K -$22K -23 -2%
LOPW
2617
Live Oak Private Wealth
North Carolina
$857K -$959 -1 -0.1%
GS
2618
GWN Securities
Florida
$857K +$19.2K +20 +2%
IWA
2619
IBEX Wealth Advisors
New Jersey
$856K -$4.59M -4,789 -84%
PSF
2620
Pacific Sun Financial
California
$856K +$324K +338 +58%
TWM
2621
Tanager Wealth Management
United Kingdom
$855K +$14.4K +15 +2%
LI
2622
LifeWealth Investments
Florida
$855K +$250K +261 +39%
PIM
2623
Provident Investment Management
Michigan
$852K – – –
VIP
2624
Vista Investment Partners
Oklahoma
$850K -$959 -1 -0.1%
SAM
2625
Sherman Asset Management
California
$850K – – –
103 104
105
106 107