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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
4226
Protective Life
Alabama
$18.9K +$18.5K +19 New
BW
4227
Basepoint Wealth
Iowa
$18K – – –
IW
4228
Imprint Wealth
South Carolina
$17.9K -$4.87K -5 -22%
UFPG
4229
United Financial Planning Group
New York
$17.9K – – –
FFL
4230
Financial Freedom LLC
Ohio
$17.3K – – –
TM
4231
Torren Management
California
$14K -$53.6K -55 -80%
LIM
4232
Longfellow Investment Management
Massachusetts
$13K – – –
NL
4233
NorthAvenue LLC
Ohio
$13K – – –
BFS
4234
Bare Financial Services
Pennsylvania
$12K +$5.85K +6 +100%
CI
4235
Clal Insurance
Israel
$11K +$975 +1 +10%
MDCM
4236
Morgan Dempsey Capital Management
Wisconsin
$11K – – –
LAM
4237
Lummis Asset Management
Texas
$9.96K – – –
1IA
4238
1620 Investment Advisors
Massachusetts
$9.56K -$3.9K -4 -31%
PMIM
4239
Prudent Man Investment Management
Colorado
$9.49K – – –
TBFA
4240
Three Bearings Fiduciary Advisors
New Hampshire
$8.97K -$23.4K -24 -73%
VEA
4241
Virtus ETF Advisers
New York
$6.97K – – –
LA
4242
LM Advisors
California
$5.37K +$713K +732 +16%
II
4243
Inspire Investing
Idaho
$5.19K – – –
MS
4244
Monetary Solutions
Ohio
$4.98K -$975 -1 -17%
BFS
4245
Burkett Financial Services
South Carolina
$4.01K – – –
PJC
4246
Phillip James Consulting
Minnesota
$4K +$4.87K +5 New
IUHSA
4247
Itau Unibanco Holding S.A.
Brazil
$3.99K -$63.3K -65 -94%
DF
4248
DecisionPoint Financial
Arizona
$3.99K – – –
HCM
4249
Horrell Capital Management
Arkansas
$3.06K – – –
FAI
4250
Fiduciary Advisors Inc
Missouri
$2.99K – – –
168 169
170
171 172