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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
3801
Intrinsic Value Partners
Arizona
$210K -$4.97K -5 -2%
BSHC
3802
Breed's Hill Capital
Massachusetts
$210K – – –
CWI
3803
Conscious Wealth Investments
Florida
$209K – – –
1CP
3804
17 Capital Partners
Arizona
$209K +$210K +211 New
IFA
3805
Interactive Financial Advisors
Illinois
$209K +$210K +211 New
HPIA
3806
Hamilton Point Investment Advisors
North Carolina
$208K +$210K +211 New
CFG
3807
Carter Financial Group
Illinois
$208K +$210K +211 New
AA
3808
ACT Advisors
North Carolina
$208K +$209K +210 New
SDIC
3809
South Dakota Investment Council
South Dakota
$208K – – –
SHIM
3810
Stone House Investment Management
Pennsylvania
$208K -$53.7K -54 -20%
AIM
3811
Athena Investment Management
California
$208K +$209K +210 New
RFN
3812
Redwood Financial Network
Ohio
$208K +$209K +210 New
FAM
3813
Fenimore Asset Management
New York
$208K +$209K +210 New
GSF
3814
Grove Street Fiduciary
New Hampshire
$207K -$4.97K -5 -2%
NAG
3815
Northstar Advisory Group
New Jersey
$207K +$208K +209 New
WWM
3816
Wiser Wealth Management
Georgia
$207K +$208K +209 New
VI
3817
Versor Investments
New York
$206K -$605K -609 -75%
ASW
3818
Astoria Strategic Wealth
Texas
$206K +$207K +208 New
NPI
3819
New Perspectives Inc
Mississippi
$206K +$207K +208 New
SWMP
3820
Signature Wealth Management Partners
New Jersey
$205K +$206K +207 New
DFG
3821
Dupree Financial Group
Kentucky
$205K -$70.6K -71 -26%
WFG
3822
Wills Financial Group
Virginia
$205K +$206K +207 New
AM
3823
Atwater Malick
Pennsylvania
$205K +$206K +207 New
KFS
3824
Keynote Financial Services
Connecticut
$204K -$49.7K -50 -20%
CFC
3825
Coyle Financial Counsel
Illinois
$204K +$205K +206 New
151 152
153
154 155