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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
2776
Avantra Family Wealth
Pennsylvania
$746K – – –
WE
2777
Wealth Effects
Massachusetts
$745K +$83.4K +92 +12%
SH
2778
SLT Holdings
Arizona
$744K +$164K +181 +27%
NCM
2779
New Capital Management
Texas
$744K -$19.9K -22 -2%
FCIM
2780
Fairview Capital Investment Management
California
$743K -$315K -348 -29%
NWA
2781
Northwest Wealth Advisors
Washington
$742K +$780K +861 New
ELM
2782
Elite Life Management
Florida
$741K +$178K +196 +36%
AW
2783
Alchemi Wealth
Connecticut
$741K +$778K +858 New
MQWP
2784
Morey & Quinn Wealth Partners
Nebraska
$741K – – –
SFA
2785
Souders Financial Advisors
Ohio
$739K -$72.5K -80 -9%
SFS
2786
Symphony Financial Services
Ohio
$737K – – –
CAM
2787
Councilmark Asset Management
Tennessee
$737K – – –
MCM
2788
Monarch Capital Management
Indiana
$736K – – –
VW
2789
Vantage Wealth
California
$735K – – –
FAM
2790
Frontier Asset Management
Wyoming
$735K +$772K +852 New
EB
2791
Exchange Bank
California
$735K +$29K +32 +4%
TIP
2792
Tandem Investment Partners
New Jersey
$734K -$126K -139 -14%
BFA
2793
Bill Few Associates
Pennsylvania
$732K +$58.9K +65 +8%
LCAM
2794
London & Capital Asset Management
United Kingdom
$731K +$768K +848 New
NRI
2795
NFP Retirement Inc
California
$731K -$20.8K -23 -3%
CCM
2796
Chickasaw Capital Management
Tennessee
$730K +$64.3K +71 +9%
PIMG
2797
Patriot Investment Management Group
Tennessee
$730K +$15.4K +17 +2%
MEAC
2798
M.E. Allison & Co
Texas
$729K +$10.9K +12 +1%
EAM
2799
Evanson Asset Management
California
$729K +$173K +191 +29%
EWP
2800
Elevation Wealth Partners
California
$729K -$270K -298 -26%
110 111
112
113 114