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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
3751
Litman Gregory Wealth Management
California
$206K – – –
CHA
3752
Cooper/Haims Advisors
New York
$206K -$19.5K -20 -8%
FFP
3753
Freedom Financial Partners
Minnesota
$206K +$213K +218 New
NCM
3754
Noesis Capital Mangement
Florida
$206K +$212K +217 New
IVP
3755
Intrinsic Value Partners
Arizona
$205K +$212K +217 New
PCM
3756
Prelude Capital Management
New York
$204K -$1.42M -1,452 -87%
RCM
3757
Ravenstone Capital Management
$204K – – –
GRA
3758
Golden Road Advisors
Florida
$203K -$3.9K -4 -2%
SWA
3759
SOA Wealth Advisors
New York
$203K +$19.9M +20,392 +10,847%
KBFS
3760
Kohmann Bosshard Financial Services
Ohio
$202K +$38K +39 +22%
CCT
3761
Chemung Canal Trust
New York
$202K -$70.2K -72 -25%
DCBT
3762
Dakota Community Bank & Trust
North Dakota
$202K – – –
GSF
3763
Grove Street Fiduciary
New Hampshire
$202K +$209K +214 New
MWML
3764
M Wealth Management LLC
California
$202K +$209K +214 New
OPOWM
3765
One Plus One Wealth Management
Florida
$201K -$195K -200 -48%
BSHC
3766
Breed's Hill Capital
Massachusetts
$201K +$207K +212 New
SDIC
3767
South Dakota Investment Council
South Dakota
$199K +$107K +110 +110%
BA
3768
Bellwether Advisors
Nebraska
$198K -$9.75K -10 -5%
EFMH
3769
E Fund Management (HK)
Hong Kong
$197K +$79.9K +82 +65%
PIS
3770
POM Investment Strategies
North Carolina
$195K – – –
PW
3771
Pandora Wealth
Illinois
$189K +$195K +200 New
RWM
3772
Rialto Wealth Management
New York
$184K +$5.85K +6 +3%
FC
3773
Family CFO
California
$180K – – –
VFIC
3774
Valley Forge Investment Consultants
Pennsylvania
$178K +$183K +188 New
VWA
3775
Valued Wealth Advisors
Utah
$175K -$12.7K -13 -7%
149 150
151
152 153