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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2076
Birmingham Capital Management
Alabama
$1.79M – – –
SAFS
2077
S&A Financial Services
Kansas
$1.78M -$36.9K -37 -2%
QFPS
2078
Quantum Financial Planning Services
Washington
$1.78M -$7.97K -8 -0.4%
DFCM
2079
Dark Forest Capital Management
Puerto Rico
$1.77M -$1.57M -1,577 -45%
PMG
2080
Private Management Group
California
$1.77M +$41.8K +42 +2%
LCM
2081
Landscape Capital Management
New Jersey
$1.77M +$1.89M +1,892 New
PWA
2082
Physician Wealth Advisors
Utah
$1.77M -$12K -12 -0.6%
TIA
2083
Traphagen Investment Advisors
New Jersey
$1.77M -$3.98K -4 -0.2%
HGWM
2084
Horst & Graben Wealth Management
Oregon
$1.77M -$158K -159 -8%
CA
2085
Crewe Advisors
Utah
$1.77M +$27.9K +28 +2%
FFS
2086
Flavin Financial Services
Florida
$1.77M +$15.9K +16 +0.9%
SG
2087
Sharper & Granite
California
$1.75M +$473K +475 +34%
AIIMS
2088
Analyst IMS Investment Management Services
Israel
$1.75M -$1.24M -1,242 -40%
CL
2089
CVFG LLC
Indiana
$1.75M +$38.9K +39 +2%
MIM
2090
Morningstar Investment Management
Illinois
$1.75M – – –
RP
2091
Riverbridge Partners
Minnesota
$1.75M +$101K +101 +6%
CWA
2092
Consilium Wealth Advisory
Texas
$1.75M +$25.9K +26 +1%
SWP
2093
Strategic Wealth Partners
Ohio
$1.74M +$9.96K +10 +0.5%
CSI
2094
Cross Staff Investments
New York
$1.74M – – –
FLFS
2095
Family Legacy Financial Solutions
North Carolina
$1.74M +$536K +538 +41%
ESB
2096
Essex Savings Bank
Connecticut
$1.73M +$51.8K +52 +3%
QWM
2097
Quadcap Wealth Management
Texas
$1.73M +$108K +108 +6%
EWM
2098
Evermay Wealth Management
Virginia
$1.73M +$59.8K +60 +3%
PFW
2099
Petros Family Wealth
Minnesota
$1.73M +$69.7K +70 +4%
IRP
2100
Investment Research Partners
Pennsylvania
$1.73M +$139K +140 +8%
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