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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
3101
Morris Financial Concepts
South Carolina
$515K – – –
JTWM
3102
Jackson Thornton Wealth Management
Alabama
$515K +$73.6K +74 +17%
SIA
3103
Sit Investment Associates
Minnesota
$514K -$312K -314 -38%
CCP
3104
Carmel Capital Partners
California
$514K -$72.6K -73 -12%
CNWM
3105
Clay Northam Wealth Management
California
$514K – – –
WN
3106
Williams & Novak
California
$514K -$195K -196 -27%
TWM
3107
Tumwater Wealth Management
Idaho
$513K – – –
DWP
3108
Destiny Wealth Partners
Florida
$513K +$515K +518 New
BB
3109
Burford Brothers
Texas
$512K -$23.9K -24 -4%
SIM
3110
SSI Investment Management
California
$512K -$402K -404 -44%
HP
3111
Haven Private
Florida
$512K +$273K +275 +114%
DQRIM
3112
Dale Q Rice Investment Management
Washington
$511K -$534K -537 -50%
SNBOSD
3113
Security National Bank of So Dak
Iowa
$511K -$29.8K -30 -5%
YC
3114
Yarbrough Capital
Tennessee
$510K – – –
CL
3115
CVFG LLC
Indiana
$509K +$101K +102 +25%
FFB
3116
First Financial Bankshares
Texas
$509K -$82.5K -83 -14%
GDP
3117
Great Diamond Partners
Maine
$508K +$172K +173 +51%
HCWM
3118
Hidden Cove Wealth Management
Washington
$505K +$54.7K +55 +12%
CWM
3119
Centricity Wealth Management
Ohio
$505K +$20.9K +21 +4%
AWCI
3120
Alpine Woods Capital Investors
New York
$504K +$92.4K +93 +22%
RC
3121
Rovin Capital
Arizona
$503K +$19.9K +20 +4%
AWA
3122
Archvest Wealth Advisors
California
$503K – – –
CBT
3123
CoreFirst Bank & Trust
Kansas
$503K -$132K -133 -21%
DA
3124
Detalus Advisors
Missouri
$502K – – –
CPL
3125
CAP Partners LLC
Tennessee
$502K – – –
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