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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3326
Hoey Investments
Pennsylvania
$393K -$994 -1 -0.3%
GCM
3327
Gunderson Capital Management
South Carolina
$392K -$125K -126 -24%
RWM
3328
RBA Wealth Management
California
$390K -$29.8K -30 -7%
GA
3329
GoalVest Advisory
New York
$390K +$116K +117 +42%
RPCA
3330
Running Point Capital Advisors
California
$389K -$29.8K -30 -7%
SSWM
3331
Smith Salley Wealth Management
North Carolina
$388K -$48.7K -49 -11%
SR
3332
Syntax Research
Florida
$388K – – –
SCM
3333
Stonehearth Capital Management
Massachusetts
$387K – – –
YCG
3334
Yeomans Consulting Group
Georgia
$386K +$23.9K +24 +7%
MWM
3335
MinichMacGregor Wealth Management
New York
$386K -$174K -175 -31%
MWP
3336
Meridian Wealth Partners
Pennsylvania
$386K -$21.9K -22 -5%
NEWAS
3337
N.E.W. Advisory Services
Wisconsin
$386K -$127K -128 -25%
MLFP
3338
MPS Loria Financial Planners
Illinois
$386K +$994 +1 +0.3%
PC
3339
Port Capital
Illinois
$384K -$82.5K -83 -18%
FOR
3340
Family Office Research
Maryland
$383K – – –
BMD
3341
Better Money Decisions
New Mexico
$383K +$3.98K +4 +1%
MWM
3342
MBE Wealth Management
Wisconsin
$381K -$54.7K -55 -13%
SLA
3343
Silver Lake Advisory
Utah
$381K – – –
EA
3344
Efficient Advisors
Ohio
$381K +$383K +385 New
LWM
3345
LeConte Wealth Management
Tennessee
$381K +$127K +128 +50%
WIM
3346
Warwick Investment Management
Texas
$380K -$16.9K -17 -4%
TWM
3347
Topsail Wealth Management
North Carolina
$380K +$33.8K +34 +10%
LIM
3348
Lathrop Investment Management
Arkansas
$380K – – –
ECM
3349
Elgethun Capital Management
South Dakota
$380K – – –
OFG
3350
Opulen Financial Group
Virginia
$379K +$381K +383 New
132 133
134
135 136