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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
3151
Exeter Financial
Arizona
$549K – – –
FCFC
3152
First Commonwealth Financial Corp
Pennsylvania
$549K +$116K +116 +25%
LFP
3153
Lakeshore Financial Planning
Michigan
$549K +$19.9K +20 +4%
CD
3154
Chapin Davis
Maryland
$547K -$130K -130 -18%
VPP
3155
Vertex Planning Partners
Illinois
$547K +$6.97K +7 +1%
PCM
3156
Pennsylvania Capital Management
Pennsylvania
$547K +$19.9K +20 +4%
FF
3157
Francis Financial
$546K +$36.9K +37 +7%
AT
3158
Arlington Trust
Alabama
$545K -$54.8K -55 -9%
PPWM
3159
PFG Private Wealth Management
Florida
$544K +$110K +110 +23%
PIMG
3160
Patriot Investment Management Group
Tennessee
$544K -$309K -310 -35%
MCA
3161
Millennium Capital Advisors
Arkansas
$542K +$6.97K +7 +1%
RCA
3162
Runnymede Capital Advisors
Ohio
$542K – – –
KFP
3163
Kerr Financial Planning
California
$541K +$29.9K +30 +5%
NWA
3164
Navis Wealth Advisors
New York
$540K – – –
PCMN
3165
Paradigm Capital Management (Nevada)
Nevada
$540K -$14.9K -15 -3%
CBTWT
3166
Community Bank & Trust (Waco, Texas)
Texas
$540K – – –
IAAG
3167
Innovative Asset Advisors Group
Connecticut
$540K -$996 -1 -0.2%
WFS
3168
Widmann Financial Services
Maryland
$540K +$219K +220 +62%
LWM
3169
LeConte Wealth Management
Tennessee
$539K -$15.9K -16 -3%
FFB
3170
First Financial Bankshares
Texas
$539K -$996 -1 -0.2%
FIC
3171
Family Investment Center
Missouri
$539K +$574K +576 New
QFP
3172
Quantum Financial Partners
Kansas
$539K +$573K +575 New
AHB
3173
Abner Herrman & Brock
New Jersey
$538K +$58.8K +59 +11%
SWRP
3174
Summit Wealth & Retirement Planning
California
$536K -$29.9K -30 -5%
WLPWM
3175
Walled Lake Planning & Wealth Management
Illinois
$535K +$113K +113 +25%
125 126
127
128 129