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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
3251
Harmony Asset Management
Arizona
$397K -$102K -110 -20%
RWA
3252
Rooted Wealth Advisors
Illinois
$396K +$5.57K +6 +1%
RFA
3253
Register Financial Advisors
Georgia
$396K +$161K +174 +67%
CC
3254
Cornerstone Capital
California
$396K -$9.28K -10 -2%
BAS
3255
Breakthru Advisory Services
Wisconsin
$395K +$400K +431 New
AOI
3256
Auto-Owners Insurance
Michigan
$394K -$186K -200 -32%
DSAM
3257
Dock Street Asset Management
Florida
$394K – – –
AWA
3258
Archvest Wealth Advisors
California
$394K +$18.6K +20 +5%
JWM
3259
Jacksonville Wealth Management
Florida
$394K +$399K +430 New
HCA
3260
Horan Capital Advisors
Ohio
$393K -$296K -319 -43%
CWM
3261
Crowley Wealth Management
Delaware
$393K +$398K +429 New
PGA
3262
Portland Global Advisors
Maine
$392K +$928 +1 +0.2%
SIA
3263
Summit Investment Advisors
Maryland
$392K +$338K +364 New
AWA
3264
AGH Wealth Advisors
Kansas
$391K +$396K +427 New
GPA
3265
Guerra Pan Advisors
New Jersey
$391K – – –
MWM
3266
Moulton Wealth Management
Washington
$391K +$928 +1 +0.2%
SFS
3267
Security Financial Services
Indiana
$390K +$26K +28 +7%
SIA
3268
SGL Investment Advisors
Montana
$390K +$8.35K +9 +3%
NIM
3269
Nicollet Investment Management
Minnesota
$390K +$928 +1 +0.2%
FIC
3270
Family Investment Center
Missouri
$390K -$25.1K -27 -6%
VF
3271
Vawter Financial
Ohio
$389K +$3.71K +4 +1%
RWM
3272
RBA Wealth Management
California
$388K -$19.5K -21 -5%
SCM
3273
Seascape Capital Management
New Hampshire
$388K +$4.64K +5 +1%
TWP
3274
Tower Wealth Partners
Pennsylvania
$388K +$23.2K +25 +6%
CA
3275
Cache Advisors
California
$388K +$392K +423 New
129 130
131
132 133