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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
2051
Lee, Danner & Bass
Tennessee
$262K – – –
SHWM
2052
Silicon Hills Wealth Management
Texas
$262K +$33.1K +95 +15%
FPCG
2053
Fort Pitt Capital Group
Pennsylvania
$262K +$71.4K +205 +38%
GDP
2054
Great Diamond Partners
Maine
$260K -$81.1K -233 -24%
TI
2055
Truepoint Inc
Ohio
$259K – – –
TA
2056
Trellis Advisors
Washington
$259K +$1.04K +3 +0.4%
AHB
2057
Abner Herrman & Brock
New Jersey
$258K -$4.53K -13 -2%
HG
2058
Harbor Group
New Hampshire
$258K +$20.9K +60 +9%
LFA
2059
Legacy Financial Advisors
Kentucky
$258K +$26.8K +77 +12%
SEIA
2060
Signature Estate & Investment Advisors
California
$256K +$39.7K +114 +19%
AWP
2061
Abacus Wealth Partners
California
$255K +$348 +1 +0.1%
PP
2062
Pegasus Partners
Wisconsin
$255K -$117K -336 -32%
VC
2063
Veracity Capital
Georgia
$255K +$14.3K +41 +6%
WAG
2064
Winthrop Advisory Group
Massachusetts
$255K +$33.4K +96 +15%
HFA
2065
Hoover Financial Advisors
Pennsylvania
$255K +$40K +115 +21%
PFM
2066
Peak Financial Management
Massachusetts
$253K – – –
WC
2067
Weil Company
California
$253K – – –
FBA
2068
Front Barnett Associates
Illinois
$250K – – –
PIM
2069
Perpetual Investment Management
Australia
$250K – – –
SPP
2070
Single Point Partners
Massachusetts
$250K +$45.3K +130 +23%
SMA
2071
Sage Mountain Advisors
Georgia
$250K +$247K +709 New
BWM
2072
BigSur Wealth Management
Florida
$250K +$247K +710 New
PWS
2073
Peloton Wealth Strategists
Indiana
$250K +$247K +710 New
SWP
2074
Strategic Wealth Partners
Ohio
$249K – – –
RFN
2075
RDA Financial Network
Iowa
$249K +$41.1K +118 +20%
81 82
83
84 85