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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2751
JB Capital
Connecticut
$757K -$23.2K -25 -3%
MFG
2752
Midwest Financial Group
Kansas
$755K +$435K +469 +132%
FRM
2753
Fox Run Management
Connecticut
$755K -$105K -113 -12%
SNB
2754
Security National Bank
Nebraska
$755K – – –
MW
2755
Marcum Wealth
Ohio
$755K -$74.2K -80 -9%
WJA
2756
Willis Johnson & Associates
Texas
$755K +$97.4K +105 +15%
MCM
2757
Monument Capital Management
Virginia
$754K -$16.7K -18 -2%
S
2758
Sunpointe
Missouri
$754K +$109K +118 +17%
EB
2759
Exchange Bank
California
$753K +$4.64K +5 +0.6%
CWA
2760
CM Wealth Advisors
Ohio
$753K – – –
MKC
2761
M. Kraus & Co
Vermont
$751K – – –
TCG
2762
Transcendent Capital Group
Oklahoma
$750K +$105K +113 +16%
PFS
2763
Prospect Financial Services
New York
$749K +$64K +69 +9%
CCA
2764
Carrera Capital Advisors
Michigan
$749K -$639K -689 -46%
PW
2765
Peninsula Wealth
California
$749K +$9.28K +10 +1%
BAM
2766
Berkshire Asset Management
Pennsylvania
$749K -$95.6K -103 -11%
FP
2767
Financial Perspectives
Minnesota
$747K +$37.1K +40 +5%
4WM
2768
49 Wealth Management
Texas
$747K -$136K -147 -15%
FSA
2769
Financial Security Advisor
Virginia
$746K +$21.3K +23 +3%
ACH
2770
ArrowMark Colorado Holdings
Colorado
$746K – – –
CA
2771
Cambridge Advisors
Nebraska
$745K +$52K +56 +7%
CS
2772
Crescent Sterling
Louisiana
$745K +$75.2K +81 +11%
STA
2773
Shade Tree Advisors
New York
$745K +$754K +813 New
MQWP
2774
Morey & Quinn Wealth Partners
Nebraska
$744K +$753K +812 New
BCP
2775
Berkeley Capital Partners
Georgia
$744K -$24.1K -26 -3%
109 110
111
112 113