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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
3376
Baker Tilly Wealth Management
Wisconsin
$340K +$54.6K +56 +18%
LA
3377
Lynch & Associates
Indiana
$340K – – –
TCOK
3378
Trust Company of Kansas
Kansas
$340K -$3.81M -3,905 -92%
SC
3379
Sawyer & Company
Massachusetts
$340K -$273K -280 -44%
UBV
3380
United Bank (Virginia)
Virginia
$339K -$120K -123 -26%
BWMG
3381
Barnes Wealth Management Group
California
$338K +$1.95K +2 +0.6%
PWM
3382
Penobscot Wealth Management
Maine
$335K -$2.92K -3 -0.8%
AWM
3383
Avondale Wealth Management
Texas
$335K +$20.5K +21 +6%
CSA
3384
Cottage Street Advisors
Massachusetts
$334K +$22.4K +23 +7%
SFS
3385
Summit Financial Strategies
Ohio
$334K – – –
BBPWM
3386
Blue Bell Private Wealth Management
Pennsylvania
$334K +$31.2K +32 +10%
FPWM
3387
FSB Premier Wealth Management
Iowa
$333K -$975 -1 -0.3%
DF
3388
Define Financial
California
$333K +$9.75K +10 +3%
MPM
3389
MBB Public Markets
Illinois
$333K +$343K +352 New
RIS
3390
Richmond Investment Services
Wisconsin
$333K – – –
MCA
3391
Millennium Capital Advisors
Arkansas
$332K -$10.7K -11 -3%
CIA
3392
Cascade Investment Advisors
Oregon
$332K – – –
FDW
3393
Fourth Dimension Wealth
Ohio
$331K +$90.7K +93 +36%
PSCM
3394
Per Stirling Capital Management
Texas
$331K – – –
BAM
3395
BOCHK Asset Management
Hong Kong
$331K -$11.1M -11,350 -97%
CWIG
3396
Chung Wu Investment Group
Texas
$331K – – –
FCFC
3397
First Citizens Financial Corp
Iowa
$331K – – –
TWM
3398
Topsail Wealth Management
North Carolina
$331K +$75.1K +77 +28%
PD
3399
Planning Directions
Pennsylvania
$330K +$40K +41 +13%
PW
3400
PUREfi Wealth
Massachusetts
$330K -$25.3K -26 -7%
134 135
136
137 138