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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
YC
3101
Yarbrough Capital
Tennessee
$477K – – –
AR
3102
Apeiron RIA
Texas
$477K -$109K -114 -18%
CWAF
3103
Core Wealth Advisors (Florida)
Florida
$477K +$55.6K +58 +13%
SWA
3104
SOA Wealth Advisors
New York
$476K +$154K +161 +0.9%
WJA
3105
Willis Johnson & Associates
Texas
$476K -$7.67K -8 -2%
SFS
3106
Security Financial Services
Indiana
$474K +$22K +23 +5%
SNBOSD
3107
Security National Bank of So Dak
Iowa
$473K -$4.79K -5 -1%
RA
3108
Rodgers & Associates
Pennsylvania
$472K -$11.5K -12 -2%
NLWP
3109
Next Level Wealth Planning
Idaho
$471K +$69K +72 +17%
SI
3110
Saxon Interests
Texas
$471K -$62.3K -65 -12%
OCM
3111
Osterweis Capital Management
California
$470K -$305K -318 -38%
PT
3112
Plimoth Trust
Massachusetts
$470K -$46K -48 -9%
OFW
3113
Omnia Family Wealth
Florida
$470K -$34.5K -36 -7%
MWA
3114
Motive Wealth Advisors
Michigan
$470K -$16.3K -17 -3%
CPL
3115
CAP Partners LLC
Tennessee
$470K – – –
CNWM
3116
Clay Northam Wealth Management
California
$469K -$11.5K -12 -2%
MFC
3117
Morris Financial Concepts
South Carolina
$469K -$12.5K -13 -3%
VNA
3118
Valley National Advisers
Pennsylvania
$468K -$1.97M -2,052 -80%
CG
3119
Cynosure Group
Utah
$468K – – –
CNAM
3120
Campbell Newman Asset Management
Wisconsin
$467K – – –
SMG
3121
Smart Money Group
Texas
$466K -$643K -671 -57%
BWCS
3122
Beirne Wealth Consulting Services
Connecticut
$466K +$482K +503 New
EF
3123
Elite Financial
Idaho
$466K -$51.8K -54 -10%
KFP
3124
Kerr Financial Planning
California
$466K +$488K +509 New
PFA
3125
Pathway Financial Advisors
Vermont
$466K +$482K +503 New
123 124
125
126 127