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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
Blossom Wealth Management
California
$602K +$13K +15 +2%
MWA
2727
MN Wealth Advisors
Kansas
$601K +$868 +1 +0.1%
PIAS
2728
PCA Investment Advisory Services
Ohio
$601K -$868 -1 -0.1%
OGF
2729
Orin Green Financial
California
$601K +$36.5K +42 +7%
BAM
2730
BOS Asset Management
Illinois
$600K – – –
HCC
2731
Hirtle Callaghan & Co
Pennsylvania
$598K -$170K -196 -23%
JCM
2732
Jacobsen Capital Management
Utah
$598K +$25.2K +29 +4%
PA
2733
Parkside Advisors
California
$598K – – –
HHWM
2734
Hiley Hunt Wealth Management
Nebraska
$597K -$124K -143 -18%
YWS
2735
Yarger Wealth Strategies
Ohio
$596K +$3.47K +4 +0.6%
WPC
2736
White Pine Capital
Minnesota
$595K – – –
FAP
2737
Financial Advisory Partners
Florida
$594K +$269K +310 +86%
LFP
2738
Lakeshore Financial Planning
Michigan
$592K – – –
EIA
2739
Edgemoor Investment Advisors
Maryland
$591K +$12.2K +14 +2%
WWG
2740
West Wealth Group
California
$591K +$44.3K +51 +8%
FFG
2741
Frisch Financial Group
New York
$590K -$420K -484 -42%
GA
2742
GFS Advisors
Texas
$590K +$317K +365 +122%
YDMI
2743
Y.D. More Investments
Israel
$590K -$204K -235 -23%
WI
2744
Wintrust Investments
Illinois
$589K -$5.22M -6,020 -90%
AFA
2745
Atlas Financial Advisors
California
$589K +$6.94K +8 +1%
SSWM
2746
Smith Salley Wealth Management
North Carolina
$587K +$61.6K +71 +12%
CCG
2747
Coastwise Capital Group
California
$586K – – –
BFA
2748
Bill Few Associates
Pennsylvania
$585K -$39.1K -45 -6%
AMBIA
2749
Allen Mooney & Barnes Investment Advisors
Georgia
$583K +$11.3K +13 +2%
CFG
2750
Carr Financial Group
Massachusetts
$581K – – –
108 109
110
111 112