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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
3601
Treasure Coast Financial Planning
Florida
$252K – – –
SFB
3602
STAR Financial Bank
Indiana
$251K +$260K +271 New
CCA
3603
Cottonwood Capital Advisors
Utah
$250K -$168K -175 -39%
AG
3604
Advocate Group
Minnesota
$250K -$7.67K -8 -3%
CFFP
3605
Center for Financial Planning
Michigan
$249K -$33.5K -35 -12%
ALC
3606
Alexander Labrunerie & Co
Missouri
$249K -$12.5K -13 -5%
IWP
3607
Insight Wealth Partners
Texas
$249K -$12.5K -13 -5%
WMA
3608
William Mack & Associates
Michigan
$248K -$7.67K -8 -3%
HWM
3609
Horizon Wealth Management
Illinois
$248K – – –
DLCIG
3610
D.L. Carlson Investment Group
New Hampshire
$247K -$7.67K -8 -3%
PWA
3611
Provenance Wealth Advisors
Florida
$247K – – –
OAJ
3612
Ogorek Anthony Joseph
New York
$247K -$3.83K -4 -1%
BFAG
3613
Blackston Financial Advisory Group
Florida
$246K -$12.5K -13 -5%
HFS
3614
Hughes Financial Services
Virginia
$245K +$10.5K +11 +4%
NERM
3615
New England Research & Management
Illinois
$245K +$254K +265 New
AI
3616
Arvest Investments
Arkansas
$245K – – –
MC
3617
McCarthy & Cox
Ohio
$245K – – –
BFS
3618
BridgePort Financial Solutions
Iowa
$244K +$3.83K +4 +2%
MRP
3619
Measured Risk Portfolios
California
$244K +$252K +263 New
COCM
3620
Charter Oak Capital Management
New Hampshire
$244K +$6.71K +7 +3%
LCC
3621
Lincoln Capital Corp
Rhode Island
$243K -$98.7K -103 -28%
PK
3622
Pflug Koory
Nebraska
$243K -$33.5K -35 -12%
FTC
3623
Farmers Trust Company
Ohio
$243K +$11.5K +12 +5%
FGWP
3624
Founders Grove Wealth Partners
Virginia
$243K +$29.7K +31 +13%
IAS
3625
IMA Advisory Services
Colorado
$243K – – –
143 144
145
146 147