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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
3301
Nexus Investment Management
Ontario, Canada
$250K – – –
FL
3302
FreeGulliver LLC
Louisiana
$250K +$245K +282 New
FFG
3303
Fiduciary Financial Group
California
$249K +$243K +280 New
PMG
3304
ProVise Management Group
Florida
$249K -$11.3K -13 -4%
OA
3305
Operose Advisors
Wisconsin
$249K +$13K +15 +6%
PFM
3306
Phillips Financial Management
Indiana
$248K +$11.3K +13 +5%
WP
3307
Wealthspan Partners
Iowa
$247K +$10.4K +12 +4%
OPWM
3308
Oxinas Partners Wealth Management
Indiana
$247K +$868 +1 +0.4%
MFGM
3309
Marshall Financial Group (Maryland)
Maryland
$247K +$15.6K +18 +7%
WDC
3310
Woodward Diversified Capital
California
$246K -$5.21K -6 -2%
AG
3311
Advocate Group
Minnesota
$246K -$17.4K -20 -7%
DLCIG
3312
D.L. Carlson Investment Group
New Hampshire
$246K – – –
CWM
3313
Cabot Wealth Management
Massachusetts
$246K +$17.4K +20 +8%
WSFG
3314
Wall Street Financial Group
Illinois
$246K +$240K +277 New
TCM
3315
Triumph Capital Management
Colorado
$244K -$5.21K -6 -2%
STB
3316
S&T Bank
Pennsylvania
$244K – – –
KFS
3317
Keynote Financial Services
Connecticut
$244K – – –
MC
3318
Maverick Capital
Texas
$244K +$239K +275 New
IWP
3319
IAG Wealth Partners
Wisconsin
$242K – – –
HAC
3320
Harbor Advisory Corp
New Hampshire
$242K +$237K +273 New
CWM
3321
C2C Wealth Management
Arizona
$240K – – –
IWS
3322
Integrity Wealth Solutions
Colorado
$240K – – –
SFG
3323
Sather Financial Group
Texas
$239K +$234K +270 New
KHC
3324
Koesten Hirschmann & Crabtree
Kansas
$239K -$25.2K -29 -10%
GCM
3325
Gables Capital Management
Florida
$238K -$11.3K -13 -5%
131 132
133
134 135