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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
3701
East Coast Asset Management
Massachusetts
$240K – – –
WCM
3702
Wedge Capital Management
North Carolina
$240K +$4.97K +5 +2%
TAM
3703
Tucker Asset Management
Colorado
$240K +$20.9K +21 +10%
RCYC
3704
Richard C. Young & Co
Rhode Island
$239K +$994 +1 +0.4%
FPB
3705
First PREMIER Bank
South Dakota
$239K – – –
OAM
3706
Oxford Asset Management
United Kingdom
$239K -$79.5K -80 -25%
UPS
3707
UHLMANN PRICE SECURITIES
Illinois
$238K +$239K +240 New
CIA
3708
Cascade Investment Advisors
Oregon
$238K -$110K -111 -32%
GWA
3709
Genesis Wealth Advisors
Massachusetts
$238K – – –
GC
3710
Giverny Capital
Quebec, Canada
$238K – – –
TIM
3711
Total Investment Management
Arizona
$238K -$2.98K -3 -1%
AW
3712
Avion Wealth
Texas
$237K +$125K +126 +111%
MAWCM
3713
Mine & Arao Wealth Creation & Management
California
$237K – – –
BWG
3714
Berry Wealth Group
Texas
$237K +$994 +1 +0.4%
BPW
3715
BLVD Private Wealth
Kentucky
$237K +$238K +239 New
OCG
3716
Opus Capital Group
Ohio
$236K – – –
MAM
3717
Mystic Asset Management
Rhode Island
$236K – – –
SC
3718
Seldon Capital
California
$236K – – –
MGAM
3719
McGowan Group Asset Management
Texas
$234K -$4.97K -5 -2%
BWP
3720
BlueStem Wealth Partners
Minnesota
$233K +$234K +235 New
JFG
3721
JDM Financial Group
Texas
$233K – – –
DFG
3722
Demars Financial Group
Washington
$232K +$234K +235 New
MPW
3723
MASECO Private Wealth
$232K +$234K +235 New
VR
3724
Valued Retirements
Texas
$232K -$26.8K -27 -10%
HIF
3725
Hill Island Financial
Michigan
$232K -$2.98K -3 -1%
147 148
149
150 151