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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2051
Steigerwald Gordon & Koch
Virginia
$711K – – –
TCM
2052
Tributary Capital Management
Nebraska
$711K -$17.7K -35 -3%
MTIC
2053
Missouri Trust & Investment Company
Missouri
$710K -$2.53K -5 -0.4%
MC
2054
Matisse Capital
Oregon
$710K – – –
MWP
2055
Madison Wealth Partners
Wisconsin
$709K – – –
PIM
2056
Profit Investment Management
Maryland
$705K – – –
WWC
2057
Waypoint Wealth Counsel
Georgia
$705K -$5.57K -11 -0.8%
CFS
2058
CRA Financial Services
New Jersey
$704K +$4.55K +9 +0.7%
VWMG
2059
Virginia Wealth Management Group
Virginia
$701K -$17.2K -34 -3%
EA
2060
Emerald Advisers
Pennsylvania
$700K – – –
OPPS
2061
Obsidian Personal Planning Solutions
Maryland
$698K +$17.2K +34 +3%
KP
2062
Keel Point
Alabama
$697K +$20.7K +41 +3%
PIMG
2063
Patriot Investment Management Group
Tennessee
$695K +$17.7K +35 +3%
MW
2064
MBL Wealth
North Carolina
$693K -$3.54K -7 -0.5%
SFG
2065
Synergy Financial Group
California
$692K -$15.2K -30 -2%
CF
2066
Copperwynd Financial
Arizona
$690K +$3.04K +6 +0.5%
LWANC
2067
Laurel Wealth Advisors (North Carolina)
North Carolina
$688K -$8.1K -16 -1%
SRWM
2068
Shira Ridge Wealth Management
California
$686K +$2.53K +5 +0.4%
HFS
2069
Heritage Financial Services
Massachusetts
$683K -$49.1K -97 -7%
MAM
2070
Magellan Asset Management
Australia
$682K +$34.4K +68 +6%
BB
2071
Bell Bank
North Dakota
$682K +$342K +675 +114%
GA
2072
GraniteShares Advisors
New York
$681K -$13.7K -27 -2%
PRWA
2073
Platte River Wealth Advisors
Colorado
$679K +$114K +225 +22%
GC
2074
Guidance Capital
Kentucky
$679K +$610K +1,206 New
RBCM
2075
Raub Brock Capital Management
California
$678K – – –
81 82
83
84 85