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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
3126
Pictet North America Advisors
Switzerland
$598K -$49.7K -51 -8%
BFG
3127
Brandywine Financial Group
Tennessee
$598K -$48.7K -50 -8%
RIS
3128
Richmond Investment Services
Wisconsin
$598K +$62.4K +64 +12%
FWM
3129
Fonville Wealth Management
Virginia
$596K +$78K +80 +15%
BWG
3130
Boomfish Wealth Group
Georgia
$595K -$95.5K -98 -14%
TPBG
3131
Turning Point Benefit Group
Maryland
$592K – – –
AWM
3132
Accel Wealth Management
Iowa
$592K +$11.7K +12 +2%
FWMM
3133
Foundation Wealth Management (Missouri)
Missouri
$591K -$95.5K -98 -14%
PCMN
3134
Paradigm Capital Management (Nevada)
Nevada
$590K -$4.87K -5 -0.8%
LWM
3135
LeConte Wealth Management
Tennessee
$590K +$133K +136 +30%
MAM
3136
McLaughlin Asset Management
Illinois
$589K -$6.82K -7 -1%
CWA
3137
Consilio Wealth Advisors
Washington
$589K +$49.7K +51 +9%
SFC
3138
Strategic Financial Concepts
Texas
$589K +$576K +591 New
IWM
3139
Integris Wealth Management
California
$588K -$11.7K -12 -2%
AL
3140
ADE LLC
Maryland
$587K – – –
FFIC
3141
First Fiduciary Investment Counsel
Ohio
$585K -$65.3K -67 -10%
PW
3142
Paladin Wealth
Minnesota
$585K -$95.5K -98 -14%
EF
3143
Exeter Financial
Arizona
$585K – – –
VC
3144
Veracity Capital
Georgia
$584K -$97.5K -100 -15%
KFA
3145
Kelleher Financial Advisors
New York
$583K – – –
CANC
3146
Culbertson A N & Co
Virginia
$583K -$82.8K -85 -13%
PWC
3147
Pathfinder Wealth Consulting
North Carolina
$583K +$1.95K +2 +0.3%
DKCM
3148
Davidson Kahn Capital Management
California
$582K -$39K -40 -6%
PWS
3149
Proactive Wealth Strategies
Georgia
$581K +$334K +343 +144%
PAM
3150
Paradigm Asset Management
New York
$579K – – –
124 125
126
127 128