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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2676
Rock Creek Group
District of Columbia
$263K +$17.7K +35 +8%
OIM
2677
Oder Investment Management
California
$263K – – –
AIA
2678
Acute Investment Advisory
Arizona
$263K -$30.4K -60 -11%
GSC
2679
Ground Swell Capital
South Carolina
$262K +$246K +487 New
MCM
2680
Monument Capital Management
Virginia
$262K +$22.8K +45 +10%
GC
2681
Gilbert & Cook
Iowa
$261K +$246K +486 New
VC
2682
Vicus Capital
Pennsylvania
$261K -$24.8K -49 -9%
HKIMG
2683
Hutchens & Kramer Investment Management Group
Indiana
$261K +$32.9K +65 +15%
SWA
2684
Sax Wealth Advisors
New Jersey
$258K -$13.2K -26 -5%
FCIM
2685
Fairview Capital Investment Management
California
$257K – – –
HNW
2686
High Note Wealth
Minnesota
$257K – – –
FVWA
2687
Foster Victor Wealth Advisors
South Carolina
$257K -$85.5K -169 -26%
GHAM
2688
Gilman Hill Asset Management
Connecticut
$257K -$7.08K -14 -3%
DPI
2689
Diversified Portfolios Inc
Michigan
$257K +$19.2K +38 +9%
IWP
2690
Invenio Wealth Partners
Florida
$257K +$241K +477 New
GC
2691
Gibson Capital
Pennsylvania
$256K +$1.01K +2 +0.4%
PCIG
2692
Partners Capital Investment Group
Massachusetts
$256K +$241K +476 New
DU
2693
Delphia (USA)
Ontario, Canada
$256K -$133K -263 -36%
GM
2694
GeoWealth Management
Illinois
$256K -$2.53K -5 -1%
SWAG
2695
Spectrum Wealth Advisory Group
California
$256K -$7.08K -14 -3%
JWM
2696
Jeppson Wealth Management
California
$255K -$12.1K -24 -5%
AIP
2697
Almanack Investment Partners
Pennsylvania
$255K – – –
DI
2698
DAGCO Inc
Ohio
$253K +$6.58K +13 +2%
GCA
2699
Greenwood Capital Associates
South Carolina
$253K – – –
MHWM
2700
Montz Harcus Wealth Management
Louisiana
$252K +$237K +469 New
106 107
108
109 110