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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
1926
Epstein & White Financial
California
$331K +$37.4K +100 +13%
FIB
1927
First Interstate Bank
Montana
$328K -$56K -150 -15%
PS
1928
Planned Solutions
California
$328K – – –
WAM
1929
Wolverine Asset Management
Illinois
$328K +$84.4K +226 +35%
RBCM
1930
Raub Brock Capital Management
California
$327K – – –
FFA
1931
Founders Financial Alliance
North Carolina
$325K +$84.8K +227 +36%
VC
1932
Veery Capital
Delaware
$325K +$322K +863 New
MIC
1933
Meridian Investment Counsel
California
$323K – – –
MA
1934
Modus Advisors
Minnesota
$323K – – –
RP
1935
Riverbridge Partners
Minnesota
$323K – – –
VCM
1936
Vigilant Capital Management
Maine
$323K +$42.6K +114 +15%
BCAM
1937
Boston Common Asset Management
Massachusetts
$322K -$158K -422 -33%
AIA
1938
AIMZ Investment Advisors
California
$322K – – –
WAS
1939
Wealth Advisory Solutions
Indiana
$321K +$105K +281 +49%
CIM
1940
Confluence Investment Management
Missouri
$320K – – –
QP
1941
Quilter Plc
United Kingdom
$320K +$318K +850 New
RDFA
1942
Ritter Daniher Financial Advisory
Ohio
$319K +$316K +846 New
PFWA
1943
Paces Ferry Wealth Advisors
Georgia
$318K -$374 -1 -0.1%
WA
1944
Wealth Architects
California
$317K +$3.36K +9 +1%
AL
1945
Aspiriant LLC
California
$317K +$16.8K +45 +6%
TLP
1946
Tri Locum Partners
New York
$317K +$314K +841 New
CWP
1947
Curated Wealth Partners
California
$317K +$315K +842 New
SC
1948
Sawyer & Company
Massachusetts
$316K – – –
BWP
1949
Bernardo Wealth Planning
Pennsylvania
$316K +$23.5K +63 +8%
IWS
1950
Insight Wealth Strategies
California
$315K +$40K +107 +15%
76 77
78
79 80