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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2651
Fairview Capital Investment Management
California
$238K – – –
HNW
2652
High Note Wealth
Minnesota
$238K – – –
FNBTCON
2653
First National Bank & Trust Co of Newtown
Pennsylvania
$237K – – –
PFA
2654
Pathway Financial Advisers
Indiana
$236K +$43.2K +88 +23%
MIS
2655
Morningstar Investment Services
Illinois
$236K +$235K +480 New
GC
2656
Gibson Capital
Pennsylvania
$236K – – –
AIP
2657
Almanack Investment Partners
Pennsylvania
$235K +$1.47K +3 +0.6%
EC
2658
EdgeRock Capital
Colorado
$235K +$232K +473 New
CCMI
2659
Creative Capital Management Investments
California
$235K +$86.3K +176 +59%
AO
2660
Advisor OS
Illinois
$234K -$67.7K -138 -23%
DI
2661
DAGCO Inc
Ohio
$234K +$11.3K +23 +4%
SEP
2662
Southland Equity Partners
Missouri
$233K +$5.88K +12 +3%
GCA
2663
Greenwood Capital Associates
South Carolina
$233K +$230K +469 New
HG
2664
Harbor Group
New Hampshire
$232K +$229K +467 New
CCA
2665
Column Capital Advisors
Indiana
$232K +$26.5K +54 +13%
LC
2666
Landaas & Company
Wisconsin
$231K – – –
EWP
2667
Elevation Wealth Partners
California
$231K +$228K +464 New
AA
2668
AlphaQ Advisors
Florida
$230K -$41.7K -85 -16%
SHJ
2669
Sharkey, Howes & Javer
Colorado
$230K – – –
MTC
2670
McDaniel Terry & Co
Texas
$229K – – –
FF
2671
Friedenthal Financial
New Jersey
$229K +$490 +1 +0.2%
BIP
2672
Blue Investment Partners
California
$229K – – –
HC
2673
Hamilton Capital
Ohio
$229K +$226K +460 New
BP
2674
BBR Partners
New York
$228K +$225K +459 New
AWC
2675
Abundance Wealth Counselors
Pennsylvania
$228K -$7.36K -15 -3%
105 106
107
108 109