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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
3351
Elgethun Capital Management
South Dakota
$380K – – –
OFG
3352
Opulen Financial Group
Virginia
$379K +$381K +383 New
MF
3353
Montis Financial
Massachusetts
$379K – – –
6F
3354
626 Financial
Michigan
$377K -$47.7K -48 -11%
CAM
3355
Capco Asset Management
Florida
$376K – – –
RIS
3356
Retirement Income Solutions
Michigan
$376K – – –
WAM
3357
WNY Asset Management
New York
$376K +$14.9K +15 +4%
BF
3358
Brogan Financial
Tennessee
$375K +$994 +1 +0.3%
CCAM
3359
Cascades Capital Asset Management
North Carolina
$373K -$26.8K -27 -7%
KTM
3360
Keeler Thomas Management
Utah
$373K -$1.72M -1,735 -82%
AIA
3361
Acute Investment Advisory
Arizona
$373K – – –
SPI
3362
Sutton Place Investors
New York
$372K +$31.8K +32 +9%
BBPWM
3363
Blue Bell Private Wealth Management
Pennsylvania
$371K +$21.9K +22 +6%
IWP
3364
IAG Wealth Partners
Wisconsin
$371K – – –
IP
3365
Intellectus Partners
California
$371K +$9.94K +10 +3%
NWA
3366
Navis Wealth Advisors
New York
$371K +$4.97K +5 +1%
JWM
3367
Jeppson Wealth Management
California
$370K -$26.8K -27 -7%
FS
3368
Ferguson Shapiro
Georgia
$370K – – –
DPI
3369
Diversified Portfolios Inc
Michigan
$370K +$8.95K +9 +2%
FIC
3370
Family Investment Center
Missouri
$369K +$371K +373 New
JHCP
3371
Jackson Hole Capital Partners
Oklahoma
$369K – – –
MCA
3372
Millennium Capital Advisors
Arkansas
$368K +$19.9K +20 +6%
ARC
3373
Advisor Resource Council
Texas
$366K -$6.06M -6,096 -94%
KAM
3374
Karani Asset Management
New York
$366K -$997K -1,003 -73%
CFSG
3375
Clark Financial Services Group
Missouri
$366K +$367K +369 New
133 134
135
136 137