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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2826
Carmel Capital Partners
California
$507K -$50.3K -58 -9%
OAS
2827
Optivise Advisory Services
Tennessee
$506K -$34.7K -40 -7%
SC
2828
Scholtz & Company
Connecticut
$504K -$19.1K -22 -4%
WH
2829
Willner & Heller
California
$503K +$109K +126 +29%
EWM
2830
Elevatus Welath Management
New York
$501K +$13.9K +16 +3%
JBA
2831
Johnson Bixby & Associates
Washington
$501K +$82.5K +95 +20%
PSIWM
2832
Paradigm Strategies in Wealth Management
Minnesota
$501K +$135K +155 +38%
IFO
2833
Independent Family Office
New York
$499K +$60.8K +70 +14%
GCA
2834
Gradient Capital Advisors
California
$499K +$37.3K +43 +8%
HC
2835
Hamilton Capital
Ohio
$498K +$241K +278 +95%
CC
2836
Constitution Capital
Connecticut
$498K -$17.4K -20 -3%
FNFDCM
2837
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$498K – – –
BIP
2838
Blue Investment Partners
California
$497K – – –
MA
2839
MAS Advisors
Florida
$497K +$38.2K +44 +9%
KFA
2840
Kelleher Financial Advisors
New York
$497K – – –
CCP
2841
Clarity Capital Partners
California
$496K -$168K -193 -26%
CFA
2842
CWS Financial Advisors
Michigan
$496K -$52.1K -60 -10%
AWP
2843
Ascent Wealth Partners
New York
$496K +$19.1K +22 +4%
WIM
2844
Waycross Investment Management
Washington
$495K +$14.8K +17 +3%
BB
2845
Burford Brothers
Texas
$495K -$868 -1 -0.2%
FFB
2846
First Financial Bankshares
Texas
$495K +$4.34K +5 +0.9%
HIG
2847
Heritage Investment Group
Florida
$495K +$65.1K +75 +16%
SCM
2848
Saxony Capital Management
Missouri
$494K +$8.68K +10 +2%
SI
2849
Saxon Interests
Texas
$493K +$1.74K +2 +0.4%
MSWM
2850
McGlone Suttner Wealth Management
Wisconsin
$493K +$67.7K +78 +16%
112 113
114
115 116