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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3676
Spectrum Investment Advisors
Wisconsin
$230K -$29.2K -30 -11%
TIM
3677
Total Investment Management
Arizona
$230K -$82.9K -85 -26%
ECAM
3678
East Coast Asset Management
Massachusetts
$229K – – –
HP
3679
Haven Private
Florida
$229K +$236K +242 New
RCYC
3680
Richard C. Young & Co
Rhode Island
$228K – – –
FPB
3681
First PREMIER Bank
South Dakota
$228K – – –
MGAM
3682
McGowan Group Asset Management
Texas
$228K +$19.5K +20 +9%
OWA
3683
One Wealth Advisors
California
$228K -$39K -40 -14%
DFA
3684
DHK Financial Advisors
New Hampshire
$228K – – –
GWA
3685
Genesis Wealth Advisors
Massachusetts
$227K – – –
GC
3686
Giverny Capital
Quebec, Canada
$227K – – –
OWA
3687
Outlook Wealth Advisors
Texas
$227K +$1.95K +2 +0.8%
PWM
3688
Parkshore Wealth Management
California
$227K – – –
MAWCM
3689
Mine & Arao Wealth Creation & Management
California
$226K – – –
CWI
3690
Conscious Wealth Investments
Florida
$226K – – –
MAM
3691
Mystic Asset Management
Rhode Island
$225K – – –
SC
3692
Seldon Capital
California
$225K – – –
BWG
3693
Berry Wealth Group
Texas
$225K +$232K +238 New
OCG
3694
Opus Capital Group
Ohio
$225K – – –
IA
3695
Inspire Advisors
Idaho
$225K -$14.6K -15 -6%
HIF
3696
Hill Island Financial
Michigan
$225K -$15.6K -16 -6%
PGWM
3697
Pitti Group Wealth Management
New York
$224K +$231K +237 New
WCM
3698
Wedge Capital Management
North Carolina
$224K -$4.88K -5 -2%
CWP
3699
Corepath Wealth Partners
Arizona
$223K +$975 +1 +0.4%
PCMC
3700
Paragon Capital Management (Colorado)
Colorado
$223K -$2.92K -3 -1%
146 147
148
149 150