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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2851
Arkos Global Advisors
Texas
$662K +$61.4K +63 +10%
MHR
2852
Matthew Hamilton Rosenberg
$661K +$24.4K +25 +4%
CA
2853
Callahan Advisors
Texas
$660K -$48.7K -50 -7%
UIA
2854
Ulland Investment Advisors
Minnesota
$659K – – –
CBTWT
2855
Community Bank & Trust (Waco, Texas)
Texas
$658K – – –
VIA
2856
Victrix Investment Advisors
Florida
$657K -$18.5K -19 -3%
YWS
2857
Yarger Wealth Strategies
Ohio
$656K +$975 +1 +0.1%
BWM
2858
BCS Wealth Management
Tennessee
$655K -$188K -193 -22%
SIM
2859
Seaview Investment Managers
Florida
$653K +$673K +690 New
DWG
2860
Darden Wealth Group
Michigan
$651K +$22.4K +23 +3%
SIC
2861
Samalin Investment Counsel
New York
$651K +$64.3K +66 +11%
KCM
2862
KRS Capital Management
Michigan
$650K – – –
OGF
2863
Orin Green Financial
California
$650K +$662K +679 New
VST
2864
Van Strum & Towne
California
$650K -$39K -40 -6%
TCM
2865
Tributary Capital Management
Nebraska
$648K -$151K -155 -18%
CCWM
2866
Correct Capital Wealth Management
Missouri
$648K +$3.9K +4 +0.6%
AA
2867
Altrafin AG
$647K -$4.19M -4,297 -86%
OAM
2868
Occidental Asset Management
California
$647K +$324K +332 +94%
BWM
2869
BankPlus Wealth Management
Mississippi
$645K -$19.5K -20 -3%
FWI
2870
Facet Wealth Inc
Maryland
$645K +$12.7K +13 +2%
SA
2871
Scarborough Advisors
Maryland
$644K +$34.1K +35 +5%
HHWM
2872
Hiley Hunt Wealth Management
Nebraska
$644K +$975 +1 +0.1%
RCA
2873
Runnymede Capital Advisors
Ohio
$643K +$5.85K +6 +0.9%
AIA
2874
Accelerate Investment Advisors
California
$643K +$80.9K +83 +14%
FM
2875
Family Management
New York
$639K -$29.2K -30 -4%
113 114
115
116 117