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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3776
Rockbridge Investment Management
New York
$280K -$1.95K -2 -0.7%
LWP
3777
LFG Wealth Partners
Kentucky
$280K – – –
PC
3778
Port Capital
Illinois
$280K -$92.6K -95 -25%
CFFP
3779
Center for Financial Planning
Michigan
$280K -$8.77K -9 -3%
BDL
3780
Banque de Luxembourg
Luxembourg
$280K – – –
NC
3781
Nixon Capital
Texas
$279K – – –
IAS
3782
IMA Advisory Services
Colorado
$279K – – –
CFG
3783
Compton Financial Group
Maryland
$279K +$36.1K +37 +15%
HFS
3784
Hughes Financial Services
Virginia
$278K +$12.7K +13 +5%
SF
3785
Steffes Financial
Kansas
$278K – – –
IQI
3786
Integrated Quantitative Investments
Washington
$278K +$272K +279 New
ACM
3787
Advance Capital Management
Michigan
$278K +$7.8K +8 +3%
OFP
3788
OLIO Financial Planning
Virginia
$278K – – –
SF
3789
Seros Financial
Arizona
$276K -$19.5K -20 -7%
CFS
3790
Cannon Financial Strategists
Georgia
$276K +$17.5K +18 +7%
UWP
3791
Uniting Wealth Partners
Kansas
$276K +$1.95K +2 +0.7%
LC
3792
LCNB Corp
Ohio
$276K +$3.9K +4 +1%
BDPWM
3793
Barnes Dennig Private Wealth Management
Ohio
$276K +$25.3K +26 +10%
AF
3794
Align Financial
Minnesota
$275K – – –
CWA
3795
Cornerstone Wealth Advisors
Minnesota
$275K – – –
BFS
3796
Beacon Financial Strategies
North Carolina
$275K – – –
BM
3797
Berman McAleer
Maryland
$275K +$269K +276 New
LJHT
3798
Laurie J. Hall Trustee
$274K -$9.74K -10 -4%
FF
3799
Fortitude Financial
Washington
$273K – – –
GP
3800
GLR Partners
Maryland
$273K +$267K +274 New
150 151
152
153 154