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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
2876
Bullseye Investment Management
Ohio
$616K – – –
RIP
2877
Reliant Investment Partners
North Carolina
$614K -$3.83K -4 -0.6%
VFG
2878
V2 Financial group
Illinois
$614K – – –
PCM
2879
Presidio Capital Management
California
$612K +$959 +1 +0.2%
LCM
2880
LVM Capital Management
Michigan
$611K +$9.59K +10 +2%
CNBT
2881
Cornerstone National Bank & Trust
Illinois
$611K +$591K +617 +1,435%
OAM
2882
Oxford Asset Management
United Kingdom
$610K +$401K +418 +173%
MWM
2883
Momentous Wealth Management
Washington
$608K -$40.3K -42 -6%
DIM
2884
Delta Investment Management
California
$608K +$33.5K +35 +6%
APM
2885
a16z Perennial Management
California
$607K +$629K +656 New
MA
2886
MCF Advisors
Kentucky
$607K +$21.1K +22 +3%
CWMK
2887
Caliber Wealth Management (Kansas)
Kansas
$606K +$10.5K +11 +2%
BHA
2888
Beech Hill Advisors
New York
$606K – – –
SPA
2889
Sherbrooke Park Advisers
New York
$606K +$288K +300 +85%
TA
2890
TFB Advisors
Kansas
$606K -$439K -458 -42%
EAM
2891
Evanson Asset Management
California
$605K -$759K -792 -55%
FFIC
2892
First Fiduciary Investment Counsel
Ohio
$605K – – –
WWG
2893
West Wealth Group
California
$605K -$19.2K -20 -3%
BOJHT
2894
Bank of Jackson Hole Trust
Wyoming
$604K -$9.59K -10 -2%
VPP
2895
Vertex Planning Partners
Illinois
$604K +$30.7K +32 +5%
QFW
2896
QTR Family Wealth
Florida
$604K -$116K -121 -16%
BDF
2897
Black Diamond Financial
Maryland
$603K +$143K +149 +30%
WKSWA
2898
White Knight Strategic Wealth Advisors
New Jersey
$603K -$153K -160 -20%
PNAA
2899
Pictet North America Advisors
Switzerland
$603K +$13.4K +14 +2%
KL
2900
KilterHowling LLC
Colorado
$602K -$33.5K -35 -5%
114 115
116
117 118