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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
2801
Davidson Investment Advisors
Montana
$752K – – –
WTA
2802
Washington Trust Advisors
Massachusetts
$750K – – –
SPI
2803
Strategic Planning Inc
Ohio
$746K +$994 +1 +0.1%
EA
2804
Emerald Advisers
Pennsylvania
$742K -$33.8K -34 -4%
ACM
2805
AUA Capital Management
Pennsylvania
$742K – – –
OPA
2806
Old Port Advisors
Maine
$742K +$7.95K +8 +1%
IWP
2807
Invenio Wealth Partners
Florida
$738K -$51.7K -52 -7%
SB
2808
Sunflower Bank
Texas
$738K +$45.7K +46 +7%
PW
2809
Paladin Wealth
Minnesota
$738K -$42.7K -43 -5%
SDWMA
2810
Schneider Downs Wealth Management Advisors
Pennsylvania
$737K -$51.7K -52 -7%
ACA
2811
Affinity Capital Advisors
California
$735K +$101K +102 +16%
PFM
2812
Peak Financial Management
Massachusetts
$735K -$44.7K -45 -6%
YWS
2813
Yarger Wealth Strategies
Ohio
$734K +$47.7K +48 +7%
WE
2814
Wealth Effects
Massachusetts
$733K -$4.97K -5 -0.7%
FCM
2815
Firestone Capital Management
Florida
$733K +$86.5K +87 +13%
CGH
2816
CMG Global Holdings
Texas
$732K +$994 +1 +0.1%
MAC
2817
Mason & Associates (California)
California
$729K -$2.98K -3 -0.4%
CFO
2818
Collective Family Office
Pennsylvania
$729K -$15.9K -16 -2%
G
2819
GenTrust
Florida
$726K -$2.31M -2,327 -76%
SA
2820
Scarborough Advisors
Maryland
$725K +$51.7K +52 +8%
CWM
2821
Copia Wealth Management
Oregon
$724K +$18.9K +19 +3%
EP
2822
Essential Partners
California
$724K +$727K +731 New
AIA
2823
AIMZ Investment Advisors
California
$723K -$24.8K -25 -3%
LBC
2824
Lowe Brockenbrough & Co
Virginia
$723K +$53.7K +54 +8%
RA
2825
Riverstone Advisors
Texas
$719K +$1.99K +2 +0.3%
111 112
113
114 115