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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2801
Symphony Financial Services
Ohio
$798K – – –
MCM
2802
Monarch Capital Management
Indiana
$798K – – –
BFG
2803
Beacon Financial Group
Texas
$794K +$5.98K +6 +0.7%
RP
2804
Riverwater Partners
Wisconsin
$792K +$48.8K +49 +6%
PBO
2805
Peoples Bank (Ohio)
Ohio
$792K -$53.8K -54 -6%
PHS
2806
Pekin Hardy Strauss
Illinois
$790K +$24.9K +25 +3%
PSCM
2807
Per Stirling Capital Management
Texas
$790K +$40.9K +41 +5%
BZWA
2808
Blue Zone Wealth Advisors
California
$790K -$69.7K -70 -8%
BCM
2809
Bannerstone Capital Management
Minnesota
$789K – – –
EHAM
2810
Eagle Harbor Asset Management
Washington
$789K -$3.98K -4 -0.5%
VWM
2811
Vertrix Wealth Management
Michigan
$787K -$9.96K -10 -1%
GHAM
2812
Gilman Hill Asset Management
Connecticut
$786K +$89.7K +90 +12%
SGCA
2813
Steel Grove Capital Advisors
Tennessee
$784K – – –
BFA
2814
Bill Few Associates
Pennsylvania
$784K +$4.98K +5 +0.6%
BWM
2815
BNB Wealth Management
Maryland
$784K +$996 +1 +0.1%
MWS
2816
MFA Wealth Services
California
$784K -$125K -125 -13%
APW
2817
Allied Private Wealth
Florida
$783K +$818K +821 New
IF
2818
Integrity Financial
Wyoming
$783K -$139K -140 -14%
AA
2819
Advisory Advocates
Michigan
$781K -$121K -121 -13%
FSA
2820
Financial Security Advisor
Virginia
$781K +$7.97K +8 +1%
SFWC
2821
Strategic Family Wealth Counselors
New Jersey
$779K – – –
AWA
2822
Aquire Wealth Advisors
Utah
$779K +$6.97K +7 +0.8%
MKC
2823
M. Kraus & Co
Vermont
$779K +$9.96K +10 +1%
LWM
2824
LightSquare Wealth Management
Michigan
$779K +$43.8K +44 +6%
SCM
2825
Saxony Capital Management
Missouri
$778K +$73.7K +74 +10%
111 112
113
114 115