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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3026
Accelerate Investment Advisors
California
$667K +$35.1K +36 +6%
SFGP
3027
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$667K +$196K +201 +43%
PFSC
3028
Peoples Financial Services Corp
Pennsylvania
$665K -$11.7K -12 -2%
NG
3029
Novem Group
New York
$664K +$105K +108 +19%
PFM
3030
Peak Financial Management
Massachusetts
$663K +$22.4K +23 +4%
XPN
3031
XY Planning Network
Montana
$663K -$24.4K -25 -4%
AC
3032
Asio Capital
Kentucky
$663K -$41.9K -43 -6%
GHA
3033
Granite Harbor Advisors
Texas
$663K +$38K +39 +6%
TC
3034
Trust Company
Kansas
$663K +$56.5K +58 +10%
NBWM
3035
North Berkeley Wealth Management
California
$663K +$88.7K +91 +16%
LF
3036
Lantz Financial
Illinois
$662K +$27.3K +28 +4%
TCWM
3037
Total Clarity Wealth Management
Illinois
$660K +$9.74K +10 +2%
BOJHT
3038
Bank of Jackson Hole Trust
Wyoming
$660K +$25.3K +26 +4%
SI
3039
Severin Investments
Missouri
$659K +$644K +661 New
PPC
3040
Park Place Capital
Alabama
$656K -$6.82K -7 -1%
HFO
3041
Heritage Family Offices
Arizona
$656K +$336K +345 +110%
TGY2IT
3042
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$655K +$640K +657 New
BHA
3043
Beech Hill Advisors
New York
$653K – – –
FAMI
3044
Fideuram Asset Management (Ireland)
$652K -$5.09M -5,223 -89%
ACM
3045
Aster Capital Management
United Arab Emirates
$652K +$632K +649 +1,623%
MCM
3046
M1 Capital Management
Michigan
$651K -$31.2K -32 -5%
APM
3047
a16z Perennial Management
California
$651K – – –
MIP
3048
Marietta Investment Partners
Wisconsin
$650K +$87.7K +90 +16%
BF
3049
Blankinship & Foster
California
$649K -$14.6K -15 -2%
IA
3050
Invested Advisors
Pennsylvania
$649K +$3.9K +4 +0.6%
120 121
122
123 124