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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2751
Monument Capital Management
Virginia
$801K -$40.8K -41 -5%
SMF
2752
Scott Marsh Financial
Utah
$799K +$803K +808 New
CFG
2753
Carr Financial Group
Massachusetts
$798K +$86.5K +87 +12%
MCM
2754
Mendel Capital Management
Arkansas
$798K +$801K +806 New
TWM
2755
Thrive Wealth Management
Pennsylvania
$796K +$53.7K +54 +7%
QFA
2756
Quantum Financial Advisors
California
$795K -$165K -166 -17%
IPAM
2757
Investment Partners Asset Management
New Jersey
$793K -$29.8K -30 -4%
VBWMG
2758
Von Berge Wealth Management Group
California
$790K – – –
AFP
2759
Alpha Financial Partners
Kentucky
$790K -$10.9K -11 -1%
RTC
2760
Riverview Trust Company
Washington
$790K -$199K -200 -20%
EFG
2761
Elm3 Financial Group
Georgia
$790K -$34.8K -35 -4%
PWAM
2762
Papamarkou Wellner Asset Management
New York
$789K +$792K +797 New
CWM
2763
CCG Wealth Management
California
$789K +$1.99K +2 +0.3%
CCA
2764
Cadent Capital Advisors
Oklahoma
$787K +$30.8K +31 +4%
WMA
2765
Wealth Management Associates
New Jersey
$786K – – –
BMM
2766
Berkshire Money Management
Massachusetts
$785K +$7.95K +8 +1%
MPW
2767
MGO Private Wealth
California
$785K +$19.9K +20 +3%
KWM
2768
KFG Wealth Management
Indiana
$784K +$43.7K +44 +6%
NFC
2769
Northeast Financial Consultants
Connecticut
$784K – – –
SRL
2770
Scientech Research LLC
New Jersey
$784K -$544K -547 -41%
FCCM
2771
First City Capital Management
Georgia
$781K – – –
SWM
2772
SilverOak Wealth Management
Minnesota
$778K +$163K +164 +26%
EIA
2773
Edgemoor Investment Advisors
Maryland
$778K +$110K +111 +16%
CD
2774
Chapin Davis
Maryland
$777K +$63.6K +64 +9%
LWP
2775
LeClair Wealth Partners
Ohio
$777K -$2.98K -3 -0.4%
109 110
111
112 113