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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2726
Sonoma Allocations
California
$736K +$762K +795 New
MPW
2727
MGO Private Wealth
California
$734K – – –
BIA
2728
Bigelow Investment Advisors
Maine
$734K +$119K +124 +19%
DWM
2729
Darwin Wealth Management
Florida
$733K +$106K +111 +16%
CAM
2730
CenterStar Asset Management
Illinois
$732K +$758K +791 New
KCFA
2731
Key Client Fiduciary Advisors
New Jersey
$732K +$13.4K +14 +2%
1M
2732
1248 Management
Missouri
$731K -$280K -292 -27%
CWM
2733
Copia Wealth Management
Oregon
$731K +$56.6K +59 +8%
MM
2734
MQS Management
New York
$730K -$149K -155 -16%
FCCM
2735
First City Capital Management
Georgia
$730K – – –
CP
2736
Clarendon Private
Massachusetts
$730K -$68.1K -71 -8%
IPAM
2737
Investment Partners Asset Management
New Jersey
$728K -$13.4K -14 -2%
EFG
2738
Elm3 Financial Group
Georgia
$728K -$10.5K -11 -1%
FMP
2739
Financial Management Professionals
Texas
$727K +$232K +242 +44%
RA
2740
Rise Advisors
New York
$726K +$959 +1 +0.1%
RA
2741
Ruggaard & Associates
Ohio
$726K – – –
BFA
2742
Bill Few Associates
Pennsylvania
$726K -$25.9K -27 -3%
TAM
2743
Titleist Asset Management
Texas
$726K +$18.2K +19 +2%
TWM
2744
Thrive Wealth Management
Pennsylvania
$725K -$20.1K -21 -3%
WCM
2745
WealthBridge Capital Management
Ohio
$724K -$28.8K -30 -4%
WMA
2746
Wealth Management Associates
New Jersey
$724K -$11.5K -12 -2%
CA
2747
Calton & Associates
Florida
$723K +$83.4K +87 +13%
KCM
2748
KRS Capital Management
Michigan
$722K +$82.4K +86 +12%
RP
2749
Riverwater Partners
Wisconsin
$721K -$38.3K -40 -5%
TI
2750
Truepoint Inc
Ohio
$719K +$275K +287 +59%
108 109
110
111 112