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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3501
Coston McIsaac & Partners
Maine
$289K – – –
MAG
3502
MRA Advisory Group
New Jersey
$289K -$130K -133 -30%
HWMC
3503
Heritage Wealth Management (California)
California
$288K – – –
SGWM
3504
Sterling Group Wealth Management
California
$288K – – –
GKIM
3505
GW&K Investment Management
Massachusetts
$287K +$6.83K +7 +2%
DI
3506
Disciplined Investments
Oklahoma
$286K +$295K +303 New
CA
3507
CSM Advisors
Pennsylvania
$286K – – –
SFG
3508
Sunburst Financial Group
Alabama
$285K +$8.78K +9 +3%
AWMNH
3509
Arcadia Wealth Management (New Hampshire)
New Hampshire
$285K +$293K +301 New
PGA
3510
Portland Global Advisors
Maine
$285K -$124K -127 -30%
BC
3511
Bowman & Company
Wisconsin
$284K +$975 +1 +0.3%
DWM
3512
David Wealth Management
Virginia
$284K – – –
ALC
3513
Alexander Labrunerie & Co
Missouri
$284K -$45.8K -47 -14%
BRWM
3514
Blue Rock Wealth Management
North Carolina
$284K – – –
BDWCC
3515
B&D White Capital Company
Texas
$284K +$5.85K +6 +2%
FWA
3516
FORM Wealth Advisors
Wisconsin
$284K +$292K +300 New
WP
3517
Wealthspan Partners
Iowa
$284K +$13.7K +14 +5%
CWM
3518
Cherrydale Wealth Management
New Jersey
$282K -$57.5K -59 -17%
VCM
3519
Verde Capital Management
Michigan
$282K -$852K -874 -75%
HWM
3520
Horizon Wealth Management
Illinois
$282K +$29.2K +30 +11%
PW
3521
Potentia Wealth
California
$282K -$9.75K -10 -3%
LJHT
3522
Laurie J. Hall Trustee
$282K -$78K -80 -21%
PK
3523
Pflug Koory
Nebraska
$282K – – –
WFPG
3524
Waller Financial Planning Group
Ohio
$281K +$290K +297 New
RB
3525
Rodgers Brothers
Pennsylvania
$281K -$82.9K -85 -22%
139 140
141
142 143