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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
3251
Braun-Bostich & Associates
Pennsylvania
$425K +$12.9K +13 +3%
CW
3252
Code Waechter
Florida
$425K +$19.9K +20 +5%
WCP
3253
Wealthcare Capital Partners
Pennsylvania
$424K +$20.9K +21 +5%
PFM
3254
Phillips Financial Management
Indiana
$423K +$41.7K +42 +11%
GWM
3255
Gitterman Wealth Management
New Jersey
$422K -$122K -123 -22%
MWM
3256
Moulton Wealth Management
Washington
$422K +$994 +1 +0.2%
IAG
3257
Investment Advisory Group
Massachusetts
$422K +$21.9K +22 +5%
MCP
3258
Martin Capital Partners
Oregon
$421K +$422K +425 New
BAM
3259
Bosun Asset Management
Illinois
$421K -$199K -200 -32%
WDG
3260
Wealth Dimensions Group
Ohio
$420K +$15.9K +16 +4%
SPAS
3261
Spectrum Planning & Advisory Services
California
$420K +$83.5K +84 +25%
SW
3262
SMART Wealth
Nebraska
$420K -$110K -111 -21%
CAM
3263
Clark Asset Management
New Hampshire
$420K +$28.8K +29 +7%
GKIM
3264
GW&K Investment Management
Massachusetts
$419K +$119K +120 +40%
LWMI
3265
Legacy Wealth Management (Idaho)
Idaho
$419K +$6.96K +7 +2%
LIS
3266
Legacy Investment Solutions
Idaho
$419K +$420K +423 New
FSBI
3267
Fearless Solutions (Best Invest)
Texas
$419K – – –
AWM
3268
Ariadne Wealth Management
California
$418K -$28.8K -29 -6%
RC
3269
Rexford Capital
Texas
$418K +$419K +422 New
DKCM
3270
Davidson Kahn Capital Management
California
$417K +$22.9K +23 +6%
ACM
3271
Advance Capital Management
Michigan
$416K +$3.98K +4 +1%
IWS
3272
Integrity Wealth Solutions
Colorado
$416K -$1.99K -2 -0.5%
CP
3273
Covenant Partners
Tennessee
$416K – – –
TSW
3274
Three Seasons Wealth
Utah
$416K +$24.8K +25 +6%
GKFF
3275
George Kaiser Family Foundation
Oklahoma
$416K +$128K +129 +44%
129 130
131
132 133