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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
2726
One Plus One Wealth Management
Florida
$209K +$206K +420 New
FNB
2727
Farmers National Bank
Kentucky
$208K +$206K +419 New
LAM
2728
LifePro Asset Management
California
$208K – – –
CNWM
2729
Clay Northam Wealth Management
California
$208K +$205K +418 New
GPA
2730
Guerra Pan Advisors
New Jersey
$207K +$205K +417 New
PWP
2731
Pursue Wealth Partners
California
$207K +$205K +417 New
BMC
2732
Beaton Management Company
Massachusetts
$207K – – –
WFA
2733
WMG Financial Advisors
Tennessee
$206K +$179K +365 New
WAM
2734
WNY Asset Management
New York
$206K +$203K +414 New
OLA
2735
Oliver Luxxe Assets
New Jersey
$206K -$3.08M -6,283 -94%
FBC
2736
Fairfield, Bush & Co
Connecticut
$205K +$203K +413 New
RAM
2737
Riggs Asset Management
Pennsylvania
$205K – – –
AWP
2738
Accretive Wealth Partners
New Jersey
$205K +$203K +413 New
WFM
2739
Wolff Financial Management
Michigan
$205K +$203K +413 New
4WM
2740
4J Wealth Management
Virginia
$205K +$202K +412 New
PAIM
2741
Punch & Associates Investment Management
Minnesota
$204K +$202K +411 New
UBV
2742
United Bank (Virginia)
Virginia
$204K +$202K +411 New
CAMV
2743
Concord Asset Management (Virginia)
Virginia
$204K +$201K +410 New
OTL
2744
Oak Thistle LLC
New York
$204K -$172K -350 -46%
BSI
2745
Bennett Selby Investments
Maine
$204K -$27K -55 -12%
LRIC
2746
Long Road Investment Counsel
Michigan
$203K -$260K -530 -57%
GWM
2747
Gray Wealth Management
Maine
$203K +$200K +408 New
LCM
2748
Lewis Capital Management
California
$202K +$200K +407 New
HWM
2749
HighMark Wealth Management
Minnesota
$202K +$2.94K +6 +1%
APW
2750
Austin Private Wealth
Texas
$202K +$199K +406 New
108 109
110
111 112