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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
3176
Sharkey, Howes & Javer
Colorado
$446K +$975 +1 +0.2%
JTWM
3177
Jackson Thornton Wealth Management
Alabama
$446K +$131K +134 +43%
PC
3178
Port Capital
Illinois
$445K -$54.6K -56 -11%
BCM
3179
Bourgeon Capital Management
Connecticut
$445K -$4.88K -5 -1%
ACC
3180
Acorn Creek Capital
Colorado
$444K +$2.92K +3 +0.6%
APW
3181
Austin Private Wealth
Texas
$443K +$17.5K +18 +4%
AIA
3182
Armor Investment Advisors
North Carolina
$443K -$17.5K -18 -4%
JBA
3183
Johnson Bixby & Associates
Washington
$440K – – –
HB
3184
Horizon Bancorp
Indiana
$438K -$149K -153 -25%
MWA
3185
Motive Wealth Advisors
Michigan
$438K -$2.92K -3 -0.6%
OFW
3186
Omnia Family Wealth
Florida
$438K +$126K +129 +39%
CCM
3187
Chiron Capital Management
Florida
$438K +$451K +463 New
CC
3188
Cornerstone Capital
California
$437K +$29.2K +30 +7%
OF
3189
Optimize Financial
California
$436K -$72.1K -74 -14%
AWAP
3190
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$436K +$9.75K +10 +2%
1WM
3191
1900 Wealth Management
Texas
$434K -$88.7K -91 -17%
VAG
3192
VisionPoint Advisory Group
Texas
$434K +$136K +140 +44%
FCMT
3193
Founders Capital Management (Texas)
Texas
$433K -$7.8K -8 -2%
SPWG
3194
Syntegra Private Wealth Group
Missouri
$433K +$6.83K +7 +2%
CCM
3195
Cloud Capital Management
Washington
$433K +$448K +459 New
FAM
3196
Flaharty Asset Management
Florida
$431K -$19.5K -20 -4%
MWM
3197
Meritas Wealth Management
California
$431K – – –
B
3198
Birchbrook
Maine
$431K +$10.7K +11 +2%
HCWM
3199
Hidden Cove Wealth Management
Washington
$431K +$51.7K +53 +13%
VFG
3200
Victory Financial Group
Texas
$430K +$37K +38 +9%
126 127
128
129 130