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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1876
Sterling Financial Planning
New Jersey
$487K -$76.5K -174 -14%
SCA
1877
Sage Capital Advisors
South Dakota
$487K +$5.71K +13 +1%
CBT
1878
CoreFirst Bank & Trust
Kansas
$486K -$7.03K -16 -1%
BMWM
1879
Brown Miller Wealth Management
Virginia
$484K – – –
EM
1880
Excalibur Management
Massachusetts
$482K +$3.08K +7 +0.7%
MS
1881
Maven Securities
Jersey
$481K -$105K -239 -18%
LRIA
1882
Leonard Rickey Investment Advisors
Washington
$481K -$3.08K -7 -0.6%
WCM
1883
WealthBridge Capital Management
Ohio
$481K +$18K +41 +4%
SIAG
1884
Safeguard Investment Advisory Group
California
$480K +$440 +1 +0.1%
PWS
1885
Precision Wealth Strategies
Missouri
$479K -$179K -408 -28%
OCM
1886
Osterweis Capital Management
California
$476K +$114K +260 +33%
MAM
1887
McLean Asset Management
Virginia
$475K +$4.84K +11 +1%
MPAM
1888
Murphy Pohlad Asset Management
Minnesota
$474K – – –
MCM
1889
Marathon Capital Management
Maryland
$474K +$463K +1,053 New
AWM
1890
Affinity Wealth Management
Delaware
$473K +$124K +281 +35%
SHWM
1891
Smith & Howard Wealth Management
Georgia
$473K +$463K +1,053 New
SWM
1892
Selective Wealth Management
Virginia
$472K +$206K +469 +81%
YCMGA
1893
York Capital Management Global Advisors
New York
$471K -$1.55M -3,516 -77%
VC
1894
Vestor Capital
Illinois
$471K +$98.9K +225 +27%
RFM
1895
Royal Fund Management
Florida
$466K +$122K +277 +36%
CA
1896
Claro Advisors
Massachusetts
$465K -$5.71K -13 -1%
SP
1897
Successful Portfolios
Florida
$465K -$2.2K -5 -0.5%
AGA
1898
Arkos Global Advisors
Texas
$463K -$7.03K -16 -2%
SAM
1899
Summit Asset Management
Tennessee
$463K – – –
FCA
1900
FLC Capital Advisors
California
$462K +$20.7K +47 +5%
74 75
76
77 78