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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
3076
Financial Advisory Partners
Florida
$543K – – –
VWMG
3077
Virginia Wealth Management Group
Virginia
$543K – – –
LCM
3078
LVM Capital Management
Michigan
$543K -$27.2K -30 -5%
OF
3079
Optimize Financial
California
$542K -$3.63K -4 -0.6%
RB
3080
Renasant Bank
Mississippi
$542K -$10.9K -12 -2%
TIP
3081
Torray Investment Partners
Maryland
$542K – – –
LBC
3082
Lane Brothers & Co
Arizona
$540K +$567K +626 New
GHA
3083
Granite Harbor Advisors
Texas
$540K +$10.9K +12 +2%
SAM
3084
Smithbridge Asset Management
Pennsylvania
$540K +$284K +313 +100%
TPWM
3085
Torrey-Payne Wealth Management
California
$539K +$499K +551 New
DKCM
3086
Davidson Kahn Capital Management
California
$538K +$171K +189 +43%
SMA
3087
Seven Mile Advisory
New Jersey
$538K -$782K -863 -58%
GT
3088
GreatBanc Trust
Illinois
$538K -$7.25K -8 -1%
SMCM
3089
Sky-Mountain Capital Management
Idaho
$537K +$498K +550 New
TI
3090
Truepoint Inc
Ohio
$537K -$139K -153 -20%
TW
3091
Towerpoint Wealth
California
$536K -$1.46M -1,610 -72%
HIG
3092
Heritage Investment Group
Florida
$536K -$16.3K -18 -3%
WH
3093
Wallace Hart
Kentucky
$536K – – –
LWA
3094
Lantern Wealth Advisors
New York
$535K +$237K +262 +73%
SWRP
3095
Summit Wealth & Retirement Planning
California
$534K +$8.16K +9 +1%
DE
3096
DV Equities
Illinois
$534K +$561K +619 New
SCM
3097
Saxony Capital Management
Missouri
$533K +$46.2K +51 +9%
MSWA
3098
Marshall & Sterling Wealth Advisors
New York
$532K +$8.16K +9 +1%
PWM
3099
Pursuit Wealth Management
Florida
$532K +$559K +617 New
PSIWM
3100
Paradigm Strategies in Wealth Management
Minnesota
$532K +$906 +1 +0.2%
122 123
124
125 126