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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2751
Greenspring Advisors
Maryland
$718K +$744K +776 New
APW
2752
Austin Private Wealth
Texas
$717K +$1.92K +2 +0.3%
CCM
2753
Chickasaw Capital Management
Tennessee
$717K – – –
HW
2754
HORAN Wealth
Ohio
$715K +$217K +226 +41%
KL
2755
KWMG LLC
Kansas
$715K -$3.83K -4 -0.5%
SCA
2756
Sandy Cove Advisors
Massachusetts
$715K -$4.79K -5 -0.6%
SDWMA
2757
Schneider Downs Wealth Management Advisors
Pennsylvania
$715K +$26.8K +28 +4%
WE
2758
Wealth Effects
Massachusetts
$714K +$29.7K +31 +4%
BWM
2759
Blossom Wealth Management
California
$714K +$8.63K +9 +1%
TPCM
2760
Templeton & Phillips Capital Management
Tennessee
$714K – – –
CA
2761
Callahan Advisors
Texas
$713K +$67.1K +70 +10%
EFMC
2762
Empire Financial Management Company
New York
$713K – – –
KWM
2763
KFG Wealth Management
Indiana
$712K -$21.1K -22 -3%
LWP
2764
LeClair Wealth Partners
Ohio
$712K -$15.3K -16 -2%
AFM
2765
Anson Funds Management
Texas
$711K – – –
JCM
2766
Jacobsen Capital Management
Utah
$709K -$16.3K -17 -2%
AFP
2767
Alpha Financial Partners
Kentucky
$708K -$31.6K -33 -4%
AWM
2768
Abound Wealth Management
Tennessee
$708K -$11.5K -12 -2%
SCP
2769
Seizert Capital Partners
Michigan
$706K – – –
PFSC
2770
Peoples Financial Services Corp
Pennsylvania
$706K -$10.5K -11 -1%
PCS
2771
Private Client Services
Kentucky
$704K -$249K -260 -25%
CAM
2772
Close Asset Management
United Kingdom
$704K -$110K -115 -13%
SPI
2773
Strategic Planning Inc
Ohio
$701K +$3.83K +4 +0.5%
HWM
2774
HRC Wealth Management
Idaho
$701K -$2.88K -3 -0.4%
SWM
2775
SilverOak Wealth Management
Minnesota
$701K -$27.8K -29 -4%
109 110
111
112 113