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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3051
Dover Advisors
Virginia
$243K -$296K -499 -58%
FG
3052
Fairman Group
Pennsylvania
$243K +$213K +360 New
VSQM
3053
V-Square Quantitative Management
Illinois
$243K – – –
HWM
3054
HRC Wealth Management
Idaho
$243K +$218K +368 New
DA
3055
Detalus Advisors
Missouri
$242K -$20.2K -34 -8%
PCMF
3056
Private Capital Management (Florida)
Florida
$242K -$10.1K -17 -4%
CCA
3057
Cora Capital Advisors
New Jersey
$242K -$593 -1 -0.3%
CFS
3058
CGC Financial Services
Oregon
$241K -$14.8K -25 -6%
ECM
3059
Elgethun Capital Management
South Dakota
$241K +$1.19K +2 +0.6%
RWA
3060
Rooted Wealth Advisors
Illinois
$240K +$200K +337 New
BDF
3061
Black Diamond Financial
Maryland
$240K +$1.19K +2 +0.6%
SFA
3062
Source Financial Advisors
New York
$238K -$2.96K -5 -1%
FAP
3063
Financial Advisory Partners
Florida
$238K – – –
CIAS
3064
CFS Investment Advisory Services
New Jersey
$237K +$213K +359 New
WTFG
3065
Wells Trecaso Financial Group
Ohio
$236K – – –
SAM
3066
Smithbridge Asset Management
Pennsylvania
$236K +$212K +357 New
RW
3067
RVW Wealth
California
$236K -$1.19K -2 -0.6%
GSC
3068
G&S Capital
Colorado
$235K +$211K +356 New
SW
3069
Schulz Wealth
Texas
$235K +$211K +356 New
FAN
3070
Financial Advisors Network
California
$234K -$52.7K -89 -20%
CAC
3071
Core Alternative Capital
Georgia
$234K -$13K -22 -6%
RPCA
3072
Running Point Capital Advisors
California
$234K +$210K +354 New
WFA
3073
WMG Financial Advisors
Tennessee
$233K -$8.89K -15 -4%
CSIA
3074
Charles Schwab Investment Advisory
California
$232K +$209K +352 New
PWA
3075
Providence Wealth Advisors
Illinois
$231K -$225K -380 -29%
121 122
123
124 125