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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3126
Lattice Capital Management
Washington
$517K – – –
MCI
3127
MRP Capital Investments
Georgia
$517K – – –
DWS
3128
Dynamic Wealth Strategies
California
$517K +$70.7K +78 +15%
AAM
3129
AR Asset Management
California
$517K +$544K +600 New
CIP
3130
Convergence Investment Partners
Florida
$516K -$17.2K -19 -3%
MAM
3131
McLaughlin Asset Management
Illinois
$516K +$542K +598 New
PCMN
3132
Paradigm Capital Management (Nevada)
Nevada
$515K – – –
EIG
3133
Ellenbecker Investment Group
Wisconsin
$512K +$18.1K +20 +3%
BPWM
3134
BCS Private Wealth Management
New Jersey
$511K – – –
CBT
3135
CoreFirst Bank & Trust
Kansas
$511K +$113K +125 +27%
CBTWT
3136
Community Bank & Trust (Waco, Texas)
Texas
$510K -$85.2K -94 -14%
PWM
3137
Platt Wealth Management
California
$509K +$536K +591 New
AL
3138
ADE LLC
Maryland
$508K – – –
PWP
3139
Pursue Wealth Partners
California
$506K – – –
FWM
3140
Foguth Wealth Management
Michigan
$506K +$536K +592 New
EF
3141
Exeter Financial
Arizona
$506K +$906 +1 +0.2%
CG
3142
Cynosure Group
Utah
$506K +$73.4K +81 +16%
CL
3143
CVFG LLC
Indiana
$505K +$50.7K +56 +11%
KFA
3144
Kelleher Financial Advisors
New York
$505K – – –
MSWM
3145
McGlone Suttner Wealth Management
Wisconsin
$505K -$5.44K -6 -1%
WG
3146
Warner Group
Connecticut
$505K +$18.1K +20 +4%
PWC
3147
Pathfinder Wealth Consulting
North Carolina
$503K +$528K +583 New
VPP
3148
Vertex Planning Partners
Illinois
$502K -$64.3K -71 -11%
AWM
3149
Accel Wealth Management
Iowa
$502K -$5.44K -6 -1%
PAM
3150
Paradigm Asset Management
New York
$501K -$90.6K -100 -15%
124 125
126
127 128