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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3251
Everest Financial Group
Minnesota
$443K +$465K +513 New
FF
3252
Francis Financial
$442K -$4.53K -5 -1%
SCA
3253
STALEY CAPITAL ADVISERS
Pennsylvania
$442K +$90.6K +100 +24%
SNBOSD
3254
Security National Bank of So Dak
Iowa
$441K – – –
AI
3255
Arvest Investments
Arkansas
$439K +$221K +244 +92%
AWP
3256
Accretive Wealth Partners
New Jersey
$438K -$15.4K -17 -3%
GRWP
3257
Green Ridge Wealth Planning
New Jersey
$438K +$460K +508 New
PT
3258
Plimoth Trust
Massachusetts
$438K – – –
CPL
3259
CAP Partners LLC
Tennessee
$438K +$906 +1 +0.2%
SWA
3260
SOA Wealth Advisors
New York
$437K -$8.16K -9 -0.1%
TFS
3261
Targeted Financial Services
Florida
$437K +$450K +497 New
AW
3262
Ankerstar Wealth
Texas
$437K +$459K +507 New
CNWM
3263
Clay Northam Wealth Management
California
$437K – – –
PCM
3264
Polymer Capital Management
New York
$436K +$459K +506 New
CG
3265
Clifford Group
Massachusetts
$436K -$18.1K -20 -4%
CNAM
3266
Campbell Newman Asset Management
Wisconsin
$435K – – –
NFP
3267
Narus Financial Partners
Utah
$434K +$2.72K +3 +0.6%
LWMI
3268
Legacy Wealth Management (Idaho)
Idaho
$434K +$28.1K +31 +7%
WCM
3269
Windsor Capital Management
Arizona
$434K +$37.2K +41 +9%
ACC
3270
Acorn Creek Capital
Colorado
$433K -$23.6K -26 -5%
HKIMG
3271
Hutchens & Kramer Investment Management Group
Indiana
$432K -$39K -43 -8%
GWM
3272
Greenhouse Wealth Management
Connecticut
$432K – – –
MFC
3273
Morris Financial Concepts
South Carolina
$432K -$5.44K -6 -1%
DA
3274
Detalus Advisors
Missouri
$432K -$906 -1 -0.2%
SC
3275
Summa Corp
Texas
$431K -$39.9K -44 -8%
129 130
131
132 133