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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2776
Pursue Wealth Partners
California
$225K – – –
HWP
2777
Heritage Wealth Partners
Ohio
$223K +$210K +415 New
CAMV
2778
Concord Asset Management (Virginia)
Virginia
$223K +$2.53K +5 +1%
EWM
2779
Elevatus Welath Management
New York
$223K +$209K +414 New
UWM
2780
Udine Wealth Management
Florida
$223K +$209K +414 New
AWP
2781
Accretive Wealth Partners
New Jersey
$222K – – –
RAM
2782
Riggs Asset Management
Pennsylvania
$222K – – –
4WM
2783
4J Wealth Management
Virginia
$222K – – –
ETIA
2784
Epic Trust Investment Advisors
Washington
$221K +$208K +411 New
PAIM
2785
Punch & Associates Investment Management
Minnesota
$221K – – –
HF
2786
Halpern Financial
Virginia
$221K +$4.55K +9 +2%
MF
2787
Montis Financial
Massachusetts
$221K +$207K +410 New
LRIC
2788
Long Road Investment Counsel
Michigan
$220K – – –
FPB
2789
First PREMIER Bank
South Dakota
$220K +$191K +377 +1,178%
HWM
2790
HighMark Wealth Management
Minnesota
$219K – – –
LCM
2791
Lewis Capital Management
California
$219K – – –
WJA
2792
Willis Johnson & Associates
Texas
$219K -$145K -287 -41%
RPGK
2793
Retirement Planning Group (Kansas)
Kansas
$218K +$506 +1 +0.2%
GAM
2794
Garrison Asset Management
Arkansas
$217K – – –
SM
2795
Sensible Money
Arizona
$217K +$203K +402 New
CISOA
2796
Capital Investment Services of America
Wisconsin
$216K +$203K +402 New
DA
2797
Detalus Advisors
Missouri
$216K +$203K +401 New
UBV
2798
United Bank (Virginia)
Virginia
$216K -$5.06K -10 -2%
HCM
2799
HMS Capital Management
Tennessee
$216K -$50.6K -100 -20%
ABP
2800
Arthur B. Page
$215K +$202K +400 New
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