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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2051
Allegheny Financial Group
Pennsylvania
$1.73M -$29.9K -33 -2%
TSWM
2052
Triangle Securities Wealth Management
North Carolina
$1.73M +$515K +568 +40%
QFPS
2053
Quantum Financial Planning Services
Washington
$1.73M +$33.5K +37 +2%
BWS
2054
Broadway Wealth Solutions
Texas
$1.73M -$2.72K -3 -0.1%
ST
2055
Smithfield Trust
Pennsylvania
$1.73M +$2.72K +3 +0.2%
CFP
2056
Cascade Financial Partners
California
$1.73M -$17.2K -19 -0.9%
DI
2057
Disciplined Investors
Texas
$1.72M -$24.5K -27 -1%
CWGL
2058
Cedrus Wealth Group LLC
Minnesota
$1.72M +$1.81M +1,995 New
CWA
2059
Clarus Wealth Advisors
Arizona
$1.72M +$241K +266 +17%
RIM
2060
Redwood Investment Management
Arizona
$1.72M +$76.1K +84 +4%
MFG
2061
Midwest Financial Group
Kansas
$1.72M +$536K +592 +42%
BA
2062
Bridgewater Advisors
New York
$1.71M +$48.9K +54 +3%
OC
2063
Opinicus Capital
Florida
$1.71M +$9.97K +11 +0.6%
MHIC
2064
Marble Harbor Investment Counsel
Massachusetts
$1.71M -$113K -125 -6%
SF
2065
Sun Financial
Utah
$1.7M +$1.79M +1,975 New
SCA
2066
St. Clair Advisors
Ohio
$1.7M – – –
ORAM
2067
One River Asset Management
Connecticut
$1.7M +$892K +984 +100%
VCM
2068
Vivaldi Capital Management
Illinois
$1.7M -$105K -116 -6%
NI
2069
NCP Inc
California
$1.7M -$105K -116 -6%
GAM
2070
Gould Asset Management
California
$1.7M -$77K -85 -4%
MFA
2071
Mayflower Financial Advisors
Massachusetts
$1.69M +$28.1K +31 +2%
LCM
2072
LCM Capital Management
Illinois
$1.69M -$10.9K -12 -0.6%
CC
2073
Clearwave Capital
California
$1.69M +$1.78M +1,962 New
MFG
2074
MidWestOne Financial Group
Iowa
$1.69M -$46.2K -51 -3%
CB
2075
Centennial Bank
Arkansas
$1.69M – – –
81 82
83
84 85