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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3151
AR Asset Management
California
$561K – – –
BFG
3152
Brandywine Financial Group
Tennessee
$561K – – –
FWM
3153
Fonville Wealth Management
Virginia
$560K +$996 +1 +0.2%
JSAM
3154
J. Safra Asset Management
New York
$559K -$136K -136 -19%
HB
3155
Horizon Bancorp
Indiana
$558K -$20.9K -21 -3%
RCM
3156
Raleigh Capital Management
North Carolina
$558K +$23.9K +24 +4%
GCM
3157
Gunderson Capital Management
South Carolina
$557K +$32.9K +33 +6%
FWMM
3158
Foundation Wealth Management (Missouri)
Missouri
$555K +$996 +1 +0.2%
BPWM
3159
BCS Private Wealth Management
New Jersey
$555K -$722K -725 -55%
SFGM
3160
Stonebridge Financial Group (Missouri)
Missouri
$554K +$13K +13 +2%
CWM
3161
Chesapeake Wealth Management
Virginia
$554K -$77.7K -78 -12%
PSIWM
3162
Paradigm Strategies in Wealth Management
Minnesota
$553K -$23.9K -24 -4%
TFA
3163
Tobias Financial Advisors
Florida
$553K -$16.9K -17 -3%
AWM
3164
Accel Wealth Management
Iowa
$553K -$2.99K -3 -0.5%
FEM
3165
Fulcrum Equity Management
Texas
$552K -$19.9K -20 -3%
IAG
3166
Investment Advisory Group
Massachusetts
$552K +$53.8K +54 +10%
AL
3167
ADE LLC
Maryland
$551K – – –
AWC
3168
Adamsbrown Wealth Consultants
Kansas
$550K +$230K +231 +65%
LWM
3169
Lakeridge Wealth Management
Ohio
$550K +$274K +275 +88%
EF
3170
Exeter Financial
Arizona
$549K – – –
FCFC
3171
First Commonwealth Financial Corp
Pennsylvania
$549K +$116K +116 +25%
LFP
3172
Lakeshore Financial Planning
Michigan
$549K +$19.9K +20 +4%
CD
3173
Chapin Davis
Maryland
$547K -$130K -130 -18%
VPP
3174
Vertex Planning Partners
Illinois
$547K +$6.97K +7 +1%
PCM
3175
Pennsylvania Capital Management
Pennsylvania
$547K +$19.9K +20 +4%
125 126
127
128 129