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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2051
Elevated Capital Advisors
Utah
$754K -$3.31K -6 -0.4%
CF
2052
Copperwynd Financial
Arizona
$754K +$29.8K +54 +4%
GHA
2053
GW Henssler & Associates
Georgia
$753K -$45.8K -83 -6%
HSG
2054
Helen Stephens Group
Texas
$750K -$13.8K -25 -2%
RWP
2055
Ridgecrest Wealth Partners
California
$747K -$552 -1 -0.1%
DWM
2056
Drive Wealth Management
Utah
$747K +$97.7K +177 +15%
PWA
2057
Providence Wealth Advisors
Illinois
$746K -$13.2K -24 -2%
DMBA
2058
Deseret Mutual Benefit Administrators
Utah
$745K -$92.2K -167 -11%
MTIC
2059
Missouri Trust & Investment Company
Missouri
$745K – – –
MC
2060
Matisse Capital
Oregon
$745K – – –
HA
2061
Hofer & Associates
California
$744K +$35.9K +65 +5%
RF
2062
Rollins Financial
Georgia
$743K +$68.4K +124 +10%
PT
2063
Plimoth Trust
Massachusetts
$743K +$30.9K +56 +4%
BWP
2064
BSW Wealth Partners
Colorado
$742K -$62.9K -114 -8%
CFA
2065
Cahill Financial Advisors
Minnesota
$742K -$9.38K -17 -1%
BB
2066
Berkshire Bank
Massachusetts
$741K +$56.9K +103 +9%
PIM
2067
Profit Investment Management
Maryland
$740K – – –
BOPW
2068
Brandywine Oak Private Wealth
Pennsylvania
$736K -$42.5K -77 -6%
VWMG
2069
Virginia Wealth Management Group
Virginia
$736K – – –
ZIMP
2070
Zimmermann Investment Management & Planning
Pennsylvania
$735K -$21K -38 -3%
TCM
2071
Tributary Capital Management
Nebraska
$734K -$11K -20 -2%
EA
2072
Emerald Advisers
Pennsylvania
$734K – – –
CAMV
2073
Concord Asset Management (Virginia)
Virginia
$733K +$487K +883 +213%
WA
2074
Wealth Architects
California
$733K +$169K +306 +31%
HFS
2075
Heritage Financial Services
Massachusetts
$731K +$13.8K +25 +2%
81 82
83
84 85