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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2701
Integris Wealth Management
California
$466K -$25K -35 -5%
OGF
2702
Orin Green Financial
California
$466K -$454K -636 Closed
TNB
2703
Thomasville National Bank
Georgia
$465K +$7.85K +11 +2%
CWA
2704
Centennial Wealth Advisory
Michigan
$465K +$27.8K +39 +7%
CPRC
2705
Consolidated Portfolio Review Corp
New York
$463K -$827K -1,158 -65%
AOI
2706
Auto-Owners Insurance
Michigan
$462K – – –
CFG
2707
Carr Financial Group
Massachusetts
$462K +$3.57K +5 +0.8%
MA
2708
MCF Advisors
Kentucky
$461K -$47.1K -66 -9%
TSWM
2709
Triangle Securities Wealth Management
North Carolina
$460K -$1.43K -2 -0.3%
ACA
2710
Affinity Capital Advisors
California
$459K +$10.7K +15 +2%
VCAM
2711
Van Cleef Asset Management
Ohio
$459K – – –
IFO
2712
Independent Family Office
New York
$459K +$40K +56 +10%
WJA
2713
Willis Johnson & Associates
Texas
$458K +$446K +625 New
ACM
2714
Absolute Capital Management
Pennsylvania
$456K +$444K +622 New
WWM
2715
WJ Wealth Management
Arizona
$456K – – –
ACA
2716
Atlas Capital Advisors
Wyoming
$455K -$3.48M -4,873 -89%
MAM
2717
Milestone Asset Management
Pennsylvania
$455K +$443K +621 New
EC
2718
EdgeRock Capital
Colorado
$454K +$20K +28 +5%
MC
2719
Miramar Capital
Illinois
$454K – – –
SWM
2720
SilverOak Wealth Management
Minnesota
$453K +$71.4K +100 +19%
FCFC
2721
First Citizens Financial Corp
Iowa
$452K – – –
PS
2722
Planned Solutions
California
$452K +$714 +1 +0.2%
SL
2723
SFM LLC
New Hampshire
$448K -$9.28K -13 -2%
CCM
2724
Canal Capital Management
Virginia
$448K -$3.57K -5 -0.8%
HWA
2725
Heartwood Wealth Advisors
Virginia
$448K -$6.42K -9 -1%
107 108
109
110 111