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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
2951
Vertex Planning Partners
Illinois
$589K +$975 +1 +0.2%
CWM
2952
Chesapeake Wealth Management
Virginia
$589K -$16.6K -17 -3%
SWM
2953
SilverOak Wealth Management
Minnesota
$588K – – –
PTC
2954
Philadelphia Trust Company
Pennsylvania
$588K -$343K -352 -36%
JLBC
2955
J.L. Bainbridge & Co
Florida
$587K – – –
CFMC
2956
Curbstone Financial Management Corp
New Hampshire
$584K +$175K +180 +41%
FNB
2957
Farmers National Bank
Kentucky
$584K +$150K +154 +33%
AGC
2958
Aspen Grove Capital
Colorado
$583K +$3.9K +4 +0.7%
TCG
2959
Transcendent Capital Group
Oklahoma
$581K -$199K -204 -25%
HKIMG
2960
Hutchens & Kramer Investment Management Group
Indiana
$580K -$38K -39 -6%
GPWM
2961
Grant Private Wealth Management
California
$577K +$59.5K +61 +11%
AW
2962
Alaethes Wealth
Nevada
$575K -$14.6K -15 -2%
KFI
2963
Key Financial Inc
Pennsylvania
$575K +$19.5K +20 +3%
MSWM
2964
McGlone Suttner Wealth Management
Wisconsin
$574K +$52.6K +54 +10%
SCA
2965
Stonebridge Capital Advisors
Minnesota
$574K -$13.7K -14 -2%
PFC
2966
Phocas Financial Corp
California
$573K – – –
MSWA
2967
Marshall & Sterling Wealth Advisors
New York
$571K -$40.9K -42 -7%
WSWA
2968
Warren Street Wealth Advisors
California
$570K +$57.5K +59 +11%
TCOTS
2969
Trust Company of the South
North Carolina
$568K +$73.1K +75 +14%
OAS
2970
Optivise Advisory Services
Tennessee
$568K +$3.9K +4 +0.7%
MCIA
2971
Mountain Capital Investment Advisors
Colorado
$568K +$8.78K +9 +2%
LCM
2972
Lattice Capital Management
Washington
$567K – – –
MCI
2973
MRP Capital Investments
Georgia
$567K – – –
CAGAS
2974
Capital Advisory Group Advisory Services
Minnesota
$567K +$46.8K +48 +9%
RS
2975
R Squared
Hong Kong
$567K +$585K +600 New
117 118
119
120 121