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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3101
Horizon Bancorp
Indiana
$616K +$12.7K +13 +2%
GT
3102
GreatBanc Trust
Illinois
$616K -$5.85K -6 -1%
PIN
3103
Prudent Investors Network
California
$616K +$119K +122 +25%
UIA
3104
Ulland Investment Advisors
Minnesota
$615K -$19.5K -20 -3%
PSIWM
3105
Paradigm Strategies in Wealth Management
Minnesota
$614K – – –
CJ
3106
Caitlin John
Michigan
$614K -$353K -362 -37%
EIG
3107
Ellenbecker Investment Group
Wisconsin
$613K +$21.4K +22 +4%
AGC
3108
August Group Capital
$611K +$2.92K +3 +0.5%
SSA
3109
South Street Advisors
New York
$609K – – –
VBA
3110
von Borstel & Associates
Oregon
$608K +$3.9K +4 +0.7%
FEM
3111
Fulcrum Equity Management
Texas
$608K +$6.82K +7 +1%
ARC
3112
Advisor Resource Council
Texas
$608K +$20.5K +21 +4%
MS
3113
Madden Securities
Texas
$608K – – –
WIC
3114
Wilkins Investment Counsel
Massachusetts
$608K – – –
GIM
3115
Generate Investment Management
New Zealand
$608K +$594K +610 New
TFA
3116
Tobias Financial Advisors
Florida
$606K -$134K -138 -18%
AWM
3117
Ameliora Wealth Management
Switzerland
$606K -$56.5K -58 -9%
HW
3118
Hamilton Wealth
California
$605K -$3.9K -4 -0.7%
PFC
3119
Phocas Financial Corp
California
$604K – – –
CWM
3120
Copia Wealth Management
Oregon
$603K -$61.4K -63 -9%
PWP
3121
Phillips Wealth Planners
Mississippi
$602K -$7.8K -8 -1%
SWRP
3122
Summit Wealth & Retirement Planning
California
$601K -$15.6K -16 -3%
TC
3123
Tannin Capital
North Carolina
$599K +$56.5K +58 +11%
MSWM
3124
McGlone Suttner Wealth Management
Wisconsin
$598K +$14.6K +15 +3%
AAM
3125
AR Asset Management
California
$598K – – –
123 124
125
126 127