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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3326
Denver Wealth Management
Colorado
$367K +$928 +1 +0.3%
MUAMU
3327
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$367K – – –
HCM
3328
Hudson Capital Management
New Jersey
$367K – – –
SWM
3329
Seed Wealth Management
Illinois
$367K – – –
EIA
3330
Eldridge Investment Advisors
New Hampshire
$366K – – –
GC
3331
Gilbert & Cook
Iowa
$366K -$9.28K -10 -2%
LIA
3332
LifePlan Investment Advisors
North Carolina
$364K +$6.5K +7 +2%
TSW
3333
Three Seasons Wealth
Utah
$363K -$274K -295 -43%
FWM
3334
FSA Wealth Management
Massachusetts
$361K -$52K -56 -12%
ECM
3335
Elgethun Capital Management
South Dakota
$361K +$26.9K +29 +8%
WCP
3336
Wealthcare Capital Partners
Pennsylvania
$359K +$364K +392 New
SR
3337
Syntax Research
Florida
$359K – – –
RAM
3338
Riggs Asset Management
Pennsylvania
$359K +$9.28K +10 +3%
SCM
3339
Stonehearth Capital Management
Massachusetts
$358K – – –
MLFP
3340
MPS Loria Financial Planners
Illinois
$356K – – –
T
3341
TOBAM
France
$356K -$59.4K -64 -14%
CAM
3342
Clark Asset Management
New Hampshire
$356K -$53.8K -58 -13%
LW
3343
Libra Wealth
California
$356K -$1.86K -2 -0.5%
DKCM
3344
Davidson Kahn Capital Management
California
$356K +$360K +388 New
TFA
3345
Tobias Financial Advisors
Florida
$355K +$26K +28 +8%
HAG
3346
HF Advisory Group
Maryland
$355K +$14.8K +16 +4%
CFS
3347
CGC Financial Services
Oregon
$355K +$51K +55 +17%
MIM
3348
Martin Investment Management
Florida
$355K -$83.5K -90 -19%
NEWAS
3349
N.E.W. Advisory Services
Wisconsin
$354K -$42.7K -46 -11%
FOR
3350
Family Office Research
Maryland
$353K +$357K +385 New
132 133
134
135 136