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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2801
Hendershot Investments
Virginia
$706K +$33.1K +34 +5%
DS
2802
DRW Securities
Illinois
$706K -$1.23M -1,262 -63%
VBA
2803
von Borstel & Associates
Oregon
$706K +$728K +747 New
LI
2804
LRI Investments
Florida
$705K +$6.83K +7 +0.9%
WE
2805
Wealth Effects
Massachusetts
$705K -$87.7K -90 -11%
BWM
2806
Blossom Wealth Management
California
$704K +$13.7K +14 +2%
MWG
2807
Martin Worley Group
Utah
$703K -$47.8K -49 -6%
OPA
2808
Old Port Advisors
Maine
$702K -$116K -119 -14%
CCG
2809
Catalina Capital Group
California
$702K -$1.64M -1,682 -69%
MAC
2810
Mason & Associates (California)
California
$700K +$16.6K +17 +2%
GA
2811
Greenspring Advisors
Maryland
$696K -$39K -40 -5%
VFA
2812
Voya Financial Advisors
Connecticut
$694K -$85.8K -88 -11%
FWMM
2813
Foundation Wealth Management (Missouri)
Missouri
$694K -$187K -192 -21%
VW
2814
Veridan Wealth
Oregon
$690K +$346K +355 +95%
AC
2815
Asio Capital
Kentucky
$689K -$1.95K -2 -0.3%
JCM
2816
Jacobsen Capital Management
Utah
$689K +$52.6K +54 +8%
SFP
2817
Sterling Financial Planning
New Jersey
$687K +$13.7K +14 +2%
CAG
2818
Centerpoint Advisory Group
Kansas
$687K +$12.7K +13 +2%
SW
2819
SkyOak Wealth
Michigan
$686K – – –
KL
2820
KilterHowling LLC
Colorado
$686K +$663K +680 New
RA
2821
Riverstone Advisors
Texas
$685K +$34.1K +35 +5%
BF
2822
Blankinship & Foster
California
$685K +$394K +404 +126%
KL
2823
KWMG LLC
Kansas
$684K +$4.88K +5 +0.7%
MWM
2824
Mindset Wealth Management
Indiana
$684K +$56.5K +58 +9%
EA
2825
Echo45 Advisors
California
$683K +$33.1K +34 +5%
111 112
113
114 115