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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
2826
Vantage Financial Partners (Illinois)
Illinois
$467K -$15.6K -20 -4%
SWM
2827
StoneCrest Wealth Management
Arizona
$467K – – –
VNA
2828
Valley National Advisers
Pennsylvania
$467K -$5.46K -7 -1%
CCB
2829
Cutter & Co Brokerage
Missouri
$467K -$16.4K -21 -4%
YCG
2830
Yeomans Consulting Group
Georgia
$467K +$97.5K +125 +29%
SCM
2831
Saxony Capital Management
Missouri
$466K – – –
CRIG
2832
Charter Research & Investment Group
Connecticut
$465K – – –
IWM
2833
Integris Wealth Management
California
$465K -$70.2K -90 -14%
CG
2834
Clifford Group
Massachusetts
$464K – – –
BTWM
2835
Baker Tilly Wealth Management
Wisconsin
$464K -$461K -591 -52%
CCM
2836
Coerente Capital Management
Ontario, Canada
$463K +$172K +220 +68%
LC
2837
Landaas & Company
Wisconsin
$463K +$31.2K +40 +8%
DI
2838
DAGCO Inc
Ohio
$463K -$7.02K -9 -2%
MAA
2839
Matrix Asset Advisors
New York
$462K -$2.34K -3 -0.5%
WIM
2840
Waycross Investment Management
Washington
$460K – – –
BMC
2841
Bear Mountain Capital
Washington
$457K – – –
AWP
2842
Ascent Wealth Partners
New York
$456K -$135K -173 -24%
LWA
2843
Ledgewood Wealth Advisors
New Hampshire
$455K – – –
FAFN
2844
First Affirmative Financial Network
Colorado
$454K +$26.5K +34 +7%
SCM
2845
Steele Capital Management
Iowa
$454K +$44.5K +57 +12%
SWA
2846
Strata Wealth Advisors
Texas
$454K -$47.6K -61 -10%
PWP
2847
Pursue Wealth Partners
California
$454K +$91.3K +117 +28%
AA
2848
AlphaCentric Advisors
Puerto Rico
$454K +$172K +221 +71%
T
2849
TCWP
Ohio
$453K -$10.1K -13 -2%
PCM
2850
Pennsylvania Capital Management
Pennsylvania
$453K +$108K +138 +35%
112 113
114
115 116