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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3551
Beacon Financial Strategies
North Carolina
$272K -$10.7K -11 -4%
CWAF
3552
Core Wealth Advisors (Florida)
Florida
$272K +$280K +287 New
HP
3553
Holistic Planning
Texas
$270K +$26.3K +27 +10%
MSWM
3554
Mowery & Schoenfeld Wealth Management
Illinois
$270K +$975 +1 +0.4%
OFP
3555
OLIO Financial Planning
Virginia
$270K +$5.85K +6 +2%
KOMWMG
3556
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$269K +$277K +284 New
TFA
3557
TPG Financial Advisors
Oregon
$269K -$147K -151 -35%
RIM
3558
Rockbridge Investment Management
New York
$268K +$16.6K +17 +6%
HWMG
3559
Hurlow Wealth Management Group
Indiana
$268K – – –
OWCM
3560
One Wealth Capital Management
Arizona
$268K – – –
FBC
3561
Fairfield, Bush & Co
Connecticut
$267K -$14.6K -15 -5%
RIM
3562
Reliant Investment Management
Tennessee
$267K -$97.5K -100 -26%
OWMIAS
3563
One Wealth Management Investment & Advisory Services
Florida
$266K +$55.6K +57 +25%
PWMG
3564
Pinnacle Wealth Management Group
Michigan
$265K +$14.6K +15 +6%
SCP
3565
Stamos Capital Partners
California
$265K +$273K +280 New
TCM
3566
Triumph Capital Management
Colorado
$264K -$2.92K -3 -1%
DFG
3567
Dupree Financial Group
Kentucky
$263K -$2.92K -3 -1%
AG
3568
Advocate Group
Minnesota
$263K – – –
DAS
3569
DMKC Advisory Services
Iowa
$263K – – –
RWM
3570
Riverbend Wealth Management
South Carolina
$262K +$17.5K +18 +7%
FEG
3571
Financial Enhancement Group
Indiana
$262K +$261K +268 New
SFP
3572
SwitchPoint Financial Planning
Utah
$262K +$4.88K +5 +2%
PMG
3573
ProVise Management Group
Florida
$262K -$975 -1 -0.4%
WWM
3574
Waterway Wealth Management
Texas
$262K +$29.2K +30 +12%
PPWM
3575
PFG Private Wealth Management
Florida
$262K +$12.7K +13 +5%
141 142
143
144 145