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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3876
HT Partners
Connecticut
$236K +$996 +1 +0.4%
OWA
3877
One Wealth Advisors
California
$236K – – –
GG
3878
Greenwood Gearhart
Arkansas
$235K +$250K +251 New
FVCM
3879
F&V Capital Management
Florida
$234K – – –
SC
3880
Schiavi & Co
Delaware
$234K -$1.99K -2 -0.8%
HIF
3881
Hill Island Financial
Michigan
$233K – – –
LFGO
3882
Legacy Financial Group (Oklahoma)
Oklahoma
$233K +$1.99K +2 +0.8%
HCM
3883
Hudson Capital Management
New Jersey
$233K -$21.9K -22 -8%
NC
3884
North Capital
Utah
$233K +$248K +249 New
OFG
3885
Orcam Financial Group
California
$233K +$248K +249 New
PSB
3886
Piscataqua Savings Bank
New Hampshire
$233K +$49.8K +50 +25%
WA
3887
Waystone Advisors
Washington
$231K -$21.9K -22 -8%
NIWA
3888
New Insight Wealth Advisors
California
$231K -$38.9K -39 -14%
PG
3889
Patten Group
Tennessee
$230K +$245K +246 New
AFP
3890
ATX Financial Planning
Texas
$230K -$18.9K -19 -7%
MIM
3891
Martin Investment Management
Florida
$230K -$49.8K -50 -17%
PCM
3892
Park Capital Management
Wisconsin
$230K +$15.9K +16 +7%
RW
3893
REDW Wealth
New Mexico
$230K +$13K +13 +6%
RB
3894
Renasant Bank
Mississippi
$229K -$176K -177 -42%
CPC
3895
Cadia Private Client
New Jersey
$229K +$996 +1 +0.4%
FH
3896
FWG Holdings
Florida
$228K +$7.97K +8 +3%
CAG
3897
Carroll Advisory Group
Texas
$227K -$9.96K -10 -4%
MWA
3898
Merkkuri Wealth Advisors
New York
$227K -$16.9K -17 -7%
ECAM
3899
East Coast Asset Management
Massachusetts
$226K – – –
AAMC
3900
Asset Allocation & Management Company
Illinois
$226K -$277K -278 -53%
154 155
156
157 158