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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BSHC
3801
Breed's Hill Capital
Massachusetts
$210K – – –
CWI
3802
Conscious Wealth Investments
Florida
$209K – – –
1CP
3803
17 Capital Partners
Arizona
$209K +$210K +211 New
IFA
3804
Interactive Financial Advisors
Illinois
$209K +$210K +211 New
HPIA
3805
Hamilton Point Investment Advisors
North Carolina
$208K +$210K +211 New
CFG
3806
Carter Financial Group
Illinois
$208K +$210K +211 New
AA
3807
ACT Advisors
North Carolina
$208K +$209K +210 New
SDIC
3808
South Dakota Investment Council
South Dakota
$208K – – –
SHIM
3809
Stone House Investment Management
Pennsylvania
$208K -$53.7K -54 -20%
AIM
3810
Athena Investment Management
California
$208K +$209K +210 New
RFN
3811
Redwood Financial Network
Ohio
$208K +$209K +210 New
FAM
3812
Fenimore Asset Management
New York
$208K +$209K +210 New
GSF
3813
Grove Street Fiduciary
New Hampshire
$207K -$4.97K -5 -2%
NAG
3814
Northstar Advisory Group
New Jersey
$207K +$208K +209 New
WWM
3815
Wiser Wealth Management
Georgia
$207K +$208K +209 New
VI
3816
Versor Investments
New York
$206K -$605K -609 -75%
ASW
3817
Astoria Strategic Wealth
Texas
$206K +$207K +208 New
NPI
3818
New Perspectives Inc
Mississippi
$206K +$207K +208 New
SWMP
3819
Signature Wealth Management Partners
New Jersey
$205K +$206K +207 New
DFG
3820
Dupree Financial Group
Kentucky
$205K -$70.6K -71 -26%
WFG
3821
Wills Financial Group
Virginia
$205K +$206K +207 New
AM
3822
Atwater Malick
Pennsylvania
$205K +$206K +207 New
KFS
3823
Keynote Financial Services
Connecticut
$204K -$49.7K -50 -20%
CFC
3824
Coyle Financial Counsel
Illinois
$204K +$205K +206 New
JA
3825
JVL Associates
Michigan
$204K +$205K +206 New
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153
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