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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1901
Financial Partners Group (Kansas)
Kansas
$2.1M – – –
CFP
1902
Comprehensive Financial Planning
Pennsylvania
$2.09M -$25.9K -27 -1%
CSB
1903
City State Bank
Iowa
$2.09M -$5.75K -6 -0.3%
DWM
1904
Drive Wealth Management
Utah
$2.08M -$24.9K -26 -1%
LAIC
1905
Lederer & Associates Investment Counsel
California
$2.08M +$79.6K +83 +4%
BB
1906
Bell Bank
North Dakota
$2.07M -$378K -394 -15%
CVA
1907
Central Valley Advisors
California
$2.07M -$92K -96 -4%
TW
1908
Towerpoint Wealth
California
$2.07M +$60.4K +63 +3%
APG
1909
Abacus Planning Group
South Carolina
$2.07M -$37.4K -39 -2%
CWM
1910
Challenger Wealth Management
California
$2.06M -$481K -502 -18%
PL
1911
Plancorp LLC
Missouri
$2.06M -$628K -655 -23%
HBW
1912
Hazlett, Burt & Watson
West Virginia
$2.06M +$103K +107 +5%
ZIC
1913
ZWJ Investment Counsel
Georgia
$2.06M -$13.4K -14 -0.6%
MCC
1914
Malaga Cove Capital
California
$2.06M +$160K +167 +8%
MCCA
1915
Mill Creek Capital Advisors
Pennsylvania
$2.06M +$25.9K +27 +1%
MA
1916
MKT Advisors
California
$2.04M -$2.88K -3 -0.1%
AIMCA
1917
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.04M -$2.97M -3,100 -58%
TPI
1918
Trust Point Inc
Wisconsin
$2.04M -$537K -560 -20%
LI
1919
Louisbourg Investments
New Brunswick, Canada
$2.04M – – –
CWM
1920
Circle Wealth Management
New Jersey
$2.04M +$36.4K +38 +2%
ACM
1921
Absolute Capital Management
Pennsylvania
$2.03M -$13.4K -14 -0.6%
OA
1922
Oxbow Advisors
Texas
$2.03M -$126K -131 -6%
ATS
1923
Ashton Thomas Securities
New York
$2.03M +$288K +300 +16%
BAM
1924
Bell Asset Management
Australia
$2.01M -$646K -674 -24%
GAA
1925
Global Assets Advisory
Florida
$2.01M +$228K +238 +12%
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